Company lists · Data refreshed September 2026
Top 25 Wealth management consultants based in Bangalore, India
RevenueBase identified 184 wealth management consultants headquartered in Bangalore, India as of September 2026 and tracks 1,774 professional contacts across them, including 385 with verified work emails. Across India, Mumbai is the largest hub for this category (417 companies); Bangalore follows with 184.
This list covers wealth management consultants headquartered in Bangalore, India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 25 largest wealth management consultants based in Bangalore, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 171 contacts → | ||||
Strong evidence “Established by visionary ex-bankers, Indiassetz began its journey on October 5, 2014, with an ambitious goal: to revolutionize Wealth Management, focusing specifically on the real…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 82 contacts → | ||||
Strong evidence “A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 51 contacts → | ||||
Indirect evidence “Founded with a small, dedicated team and a vision for the future, I Cap Financial Services has experienced remarkable growth over the years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 41 contacts → | ||||
Partial evidence “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 32 contacts → | ||||
Strong evidence “The company’s core business is wealth management supervision and consolidation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 30 contacts → | ||||
Strong evidence “Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 29 contacts → | ||||
Indirect evidence “Armstrong Capital is a boutique Financial Planning & Investment Solution firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 21 contacts → | ||||
Partial evidence “WinNest is a holistic financial services company, focused on Investment management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 19 contacts → | ||||
Strong evidence “Pygmalion Wealth is an independent, boutique wealth management and relationship management firm based in Bangalore, India.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 18 contacts → | ||||
Indirect evidence “Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Strong evidence “We are a boutique wealth management firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 16 contacts → | ||||
Partial evidence “At Floatr, we empower individuals and organizations to achieve financial wellness through personalized financial planning, risk management, and tax optimization solutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 contacts → | ||||
Partial evidence “SEBI Registered Investment Adviser Registration number: Registered name: Wealth Managers United (India) Private Limited WMU is a professionally run "Multi Family Office" providing…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Indirect evidence “Start Your Investment Journey With Us!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Strong evidence “Baron Capitale is the HNW wing of Baron Capitale & Wealth Management Pvt Ltd, is the new era wealth start up comes with an experience hand in 2023 based out in Bangalore.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Partial evidence “Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “The word “Sinhasi” has its origin in Japanese art and depicts a protective shield, which is meant to ward off evil and ill omen.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “At Purpletouch Finserve, we believe financial planning isn't just about crunching numbers-it's about understanding you.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Partial evidence “Sumex is a new private wealth entity established in January, 2018.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Partial evidence “Augment Capital Services LLP is a boutique investment management firm set up in the year 2010.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “Sipfund.com is into client-based advisory services and providing investment-related essential information to meet their financial goals on a long term basis.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Indirect evidence “When it comes to investments, they’re a bit like clothes.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Strong evidence “Financial Planning | Wealth Management | Multi Family Office Founded in August, 2017, Venn Wealth is a Financial Advisory Firm based out of Bangalore, India.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Partial evidence “Shadvika Financial Services specialises in developing customised solutions for wealth creation, preservation and sharing it with your next generation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management consultants.
- Partial evidence
- Its own public description names part of wealth management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 184 wealth management consultants based in Bangalore, India
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Wealth management consultants based in Bangalore, India at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Bangalore, so it is reported there. Company counts and contact totals on this page are exact for Bangalore.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Bangalore, India whose own description of what they do matches “wealth management consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among wealth management consultants, and records with no verified work email. Companies headquartered outside Bangalore are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 385 across the full list. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealth management consultants by metro in India
- Wealth management consultants in Mumbai417
- Wealth management consultants in Pune182
- Wealth management consultants in New Delhi163
- Wealth management consultants in Kolkata102
- Wealth management consultants in Ahmedabad99
- Wealth management consultants in Gurgaon85
- Wealth management consultants in Chennai78
- Wealth management consultants in Noida73
- Wealth management consultants in Hyderabad65
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many wealth management consultants are there based in Bangalore, India?
RevenueBase identified 184 wealth management consultants headquartered in Bangalore, India as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Indiassetz, headquartered in Bangalore, tops this list with the largest team on record.
Which city in India has the most wealth management consultants?
Mumbai leads India with 417 headquartered companies, followed by Bangalore (184) and Pune (182).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 385 verified decision-maker contacts tracked across these 184 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 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 Smart Search, 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.
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