Company lists · Data refreshed September 2026

Top 25 Wealth management api providers based in India

RevenueBase identified 776 company matches for wealth management api providers associated with India as of September 2026 and tracks 18,578 professional contacts across them, including 2,613 with verified work emails. Mumbai is the largest hub.

This list covers company matches for wealth management api providers associated with 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 September 19, 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 Sep 19, 2026 How this list was built
776Companies
18,578Contacts tracked
2,613Verified emails
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The 25 largest wealth management api providers based in India

Ranked by team size
Top 25 of 776 company matches for wealth management api providers based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Sep 19, 20261,001-5,0002,178 contacts →

Exact match

“Bonanza: Trusted Financial Partner for Over 30 Years Bonanza has been at the forefront of India’s financial services industry for over three decades, delivering excellence in…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchMumbai, IndiaHQ recorded Sep 19, 20261,001-5,0001,878 contacts →

Exact match

“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Sep 19, 2026501-1,000812 contacts →

Exact match

“PL Capital: Powering India's Financial Growth Since 1944 PL Capital Group - Prabhudas Lilladher is one of India's most trusted financial services providers and has been recognised…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Sep 19, 2026501-1,000589 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 · Sep 19, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Sep 19, 20261,001-5,000448 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 · Sep 19, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Sep 19, 2026201-500282 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 · Sep 19, 2026 · View company records in RevenueBase
7Exact matchKolkata, IndiaHQ recorded Sep 19, 2026501-1,000266 contacts →

Exact match

“SMIFS Limited is a leading wealth management and financial services company with 33+ years of experience in helping investors, HNIs, corporates, and institutions build, grow, and…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchGurgaon, IndiaHQ recorded Sep 19, 2026201-500257 contacts →

Exact match

“Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin and Himanshu Kohli Over the years, the…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchMumbai, IndiaHQ recorded Sep 19, 2026201-500212 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 · Sep 19, 2026 · View company records in RevenueBase
10Exact matchNoida, IndiaHQ recorded Sep 19, 202651-200185 contacts →

Exact match

“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-200139 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 · Sep 19, 2026 · View company records in RevenueBase
12Exact matchMumbai, IndiaHQ recorded Sep 19, 202611-50137 contacts →

Exact match

“SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Sep 19, 2026201-500135 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 · Sep 19, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Sep 19, 2026201-500122 contacts →

Exact match

“Equirus Wealth is a holistic wealth management platform founded in 2018 and ranks among India’s top 10 independent wealth-management firms, managing crore in Assets Under…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-200122 contacts →

Exact match

“Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-20086 contacts →

Exact match

“InCred Premier, is dedicated to helping the affluent customers across India achieve financial freedom.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchBangalore, IndiaHQ recorded Sep 19, 202651-20082 contacts →

Exact match

“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-20080 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 · Sep 19, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-20080 contacts →

Exact match

“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-20071 contacts →

Exact match

“At A D Naik Wealth, we are enablers of aspirations.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchChennai, IndiaHQ recorded Sep 19, 2026201-50067 contacts →

Exact match

“Our clientele comprises of HNIs, family offices, domestic and international institutions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-20064 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 · Sep 19, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Sep 19, 202651-20059 contacts →

Exact match

“Rurash Financial Pvt.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchSurat, IndiaHQ recorded Sep 19, 202651-20059 contacts →

Exact match

“From our origins as Chirag Financial Services to becoming a wealth management powerhouse with ₹1,200+ crores AUM, our journey reflects our commitment to growing alongside our…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchMumbai, IndiaHQ recorded Sep 19, 202611-5058 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 · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 776 wealth management api providers based in India

See the full list, filter by size, metro and specialty, and access 2,613 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management api providers based in India at a glance

As of Sep 19, 2026
14.1%Verified-email coverage
23.9Average contacts per company
1-10Median size (employees)
20.4%Largest-city concentration · Mumbai
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
397
11-50
267
51-200
64
201-500
27
501-1,000
10
1,001-5,000
9
5,001-10,000
2

Email recency for this list is measured worldwide rather than for India, so it is reported there. Company counts and contact totals on this page are exact for India, over 776 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 India whose business descriptions match “wealth management api providers” 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 2,613 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 September 19, 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.

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 api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management api providers are there based in India?

RevenueBase identified 776 company matches for wealth management api providers associated with India as of September 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?

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

Which city has the most wealth management api providers?

Mumbai leads with 158 company records, followed by Bangalore (82) and New Delhi (48).

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 2,613 professional contacts with verified work emails tracked across these 776 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 September 19, 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.