Company lists · Data refreshed October 2026

Top 25 Wealth management all-in-one advisor desktop platform companies based in Mumbai, India

Name: Wealth management all-in-one advisor desktop platform companies based in Mumbai, India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 20, 2026 227 companies tracked

RevenueBase identified 227 company matches for wealth management all-in-one advisor desktop platform companies associated with Mumbai, India as of October 2026 and tracks 12,339 professional contacts across them, including 2,019 with verified work emails. Across India, Mumbai is the largest hub for this category.

This list covers company matches for wealth management all-in-one advisor desktop platform companies associated with Mumbai, India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 20, 2026 How this list was built

227Companies

12,339Contacts tracked

2,019Verified emails

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The 25 largest wealth management all-in-one advisor desktop platform companies based in Mumbai, India

Ranked by team size

Top 25 of 227 company matches for wealth management all-in-one advisor desktop platform companies based in Mumbai, India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Dezerv	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	501-1,000	668 contacts →
	Exact match “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2	TRUST	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	201-500	565 contacts →
	Exact match “TRUST Group is India’s leading institutionalized multi-line and multi-asset financial services platform ranging across investment banking solutions, capital market services…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3	Nuvama Group	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	1,001-5,000	473 contacts →
	Exact match “Nuvama Group (formerly Edelweiss Wealth Management) is backed by the trust and reputation earned through over 25+ years in the Indian market and strengthened by a global…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4	NEO Wealth And Asset Management	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	501-1,000	321 contacts →
	Exact match “Neo Group is a new-age wealth, asset and risk management platform that aims to provide clients with unbiased investment solutions in a transparent and cost-efficient manner.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5	Incred Wealth	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	201-500	303 contacts →
	Exact match “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6	Ionic Wealth	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	201-500	247 contacts →
	Exact match “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7	Sanctum Wealth	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	132 contacts →
	Exact match “Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹56,500 crores of client assets for more than 1,700 high-net-worth families in India and abroad.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8	Mprofit	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	106 contacts →
	Exact match “At MProfit, our mission is to enable Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9	Ebixcash Financial Technologies	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	201-500	106 contacts →
	Exact match “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10	Midasx Official	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	84 contacts →
	Exact match “MIDASX is the only B2B2C AI-Powered Multi-Asset Marketplace for India's financial intermediaries who want to grow beyond distribution and build their own digital wealth ecosystem.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11	A D Naik Wealth	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	79 contacts →
	Exact match “At A D Naik Wealth, we are enablers of aspirations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12	Trustplutus	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	11-50	77 contacts →
	Exact match “TrustPlutus is an independent and trusted Wealth Management firm that focuses on your investment needs and the best way to meet those needs.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13	WYLTH	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	11-50	69 contacts →
	Exact match “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14	Ifanow	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	68 contacts →
	Exact match “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15	Epsilon Money	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	65 contacts →
	Exact match “We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16	Deven Choksey	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	61 contacts →
	Exact match “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17	Rurash Financials Private Limited	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	59 contacts →
	Exact match “Rurash Financial Pvt.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18	Fisdom Private Wealth	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	58 contacts →
	Exact match “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19	5nance.com	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	56 contacts →
	Exact match “5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Rounder.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20	OFA Fiinfra	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	50 contacts →
	Exact match “Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21	Teji Mandi	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	201-500	45 contacts →
	Exact match “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22	Moneyfrog Financial Services Pvt. LTD	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	11-50	34 contacts →
	Exact match “Moneyfrog.in is a wealth management platform designed to simplify your investment journey.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23	Mata Securities India Private Limited	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	51-200	32 contacts →
	Exact match “Mata Securities India Pvt.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24	Kredere Wealth Partner	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	11-50	30 contacts →
	Exact match “A Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25	Growthfiniti Wealth PVT LTD	Exact match	Mumbai, IndiaHQ recorded Oct 20, 2026	11-50	22 contacts →
	Exact match “GrowthFiniti Wealth Private Limited is a distinguished boutique private wealth firm that stands out for its unwavering commitment to value-centric practices and the application of…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management all-in-one advisor desktop platform companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 227 wealth management all-in-one advisor desktop platform companies based in Mumbai, India

See the full list, filter by size, metro and specialty, and access 2,019 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management all-in-one advisor desktop platform companies based in Mumbai, India at a glance

As of Oct 20, 2026

16.4%Verified-email coverage

54.4Average contacts per company

11-50Median size (employees)

Oct 20, 2026Page data refreshed

Companies by employee count

1-10

104

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 227 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Mumbai, India whose business descriptions match “wealth management all-in-one advisor desktop platform companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 2,019 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth management all-in-one advisor desktop platform companies by metro in India

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management all-in-one advisor desktop platform companies are there based in Mumbai, India?

RevenueBase identified 227 company matches for wealth management all-in-one advisor desktop platform companies associated with Mumbai, India as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Dezerv tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in India has the most wealth management all-in-one advisor desktop platform companies?

Mumbai leads India with 228 company records, followed by Bangalore (139) and New Delhi (84).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,019 professional contacts with verified work emails tracked across these 227 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.