Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in Bangalore, India

RevenueBase identified 199 wealth management consulting firms headquartered in Bangalore, India as of September 2026 and tracks 1,876 professional contacts across them, including 397 with verified work emails. Across India, Mumbai is the largest hub for this category (458 companies); Bangalore follows with 199.

This list covers wealth management consulting firms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
199Companies
1,876Contacts tracked
397Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest wealth management consulting firms based in Bangalore, India

Ranked by team size
Top 25 of 199 wealth management consulting firms based in Bangalore, India, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceBangalore, IndiaHQ checked Sep 29, 202651-200171 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, 2026
2Strong evidenceBangalore, IndiaHQ checked Sep 29, 202651-20082 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, 2026
3Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-5051 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, 2026
4Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-5041 contacts →

Indirect evidence

“Excelberg is a new financial advisory and consultancy firm based in Bangalore.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceBangalore, IndiaHQ checked Sep 29, 202611-5032 contacts →

Strong evidence

“The company’s core business is wealth management supervision and consolidation.”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceBangalore, IndiaHQ checked Sep 29, 202651-20030 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, 2026
7Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-5029 contacts →

Indirect evidence

“Armstrong Capital is a boutique Financial Planning & Investment Solution firm.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceBangalore, IndiaHQ checked Sep 29, 202611-5021 contacts →

Partial evidence

“WinNest is a holistic financial services company, focused on Investment management.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceBangalore, IndiaHQ checked Sep 29, 202611-5019 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, 2026
10Indirect evidenceBangalore, IndiaHQ checked Sep 29, 20261-1018 contacts →

Indirect evidence

“Foresight Family Office is an independent Multi-Family Office with a presence in Bangalore.”

Source: RevenueBase Database · checked Sep 29, 2026
11Strong evidenceBangalore, IndiaHQ checked Sep 29, 202611-5017 contacts →

Strong evidence

“We are a boutique wealth management firm.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceBangalore, IndiaHQ checked Sep 29, 202611-5016 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, 2026
13Partial evidenceBangalore, IndiaHQ checked Sep 29, 202611-5014 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, 2026
14Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“Start Your Investment Journey With Us!”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

“Tiare Consilium is a boutique financial advisory Company with Mid – Market / MSME Focus.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceBangalore, IndiaHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“A mid-market Investment Banking, Consulting, and Advisory firm with over 25 years of Experience & Expertise.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceBangalore, IndiaHQ checked Sep 29, 202611-5010 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, 2026
18Partial evidenceBangalore, IndiaHQ checked Sep 29, 20261-109 contacts →

Partial evidence

“Established in 2011, Singularis Wealth serves as your guide through the intricate world of investments.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-508 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, 2026
20Indirect evidenceBangalore, IndiaHQ checked Sep 29, 20261-107 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, 2026
21Partial evidenceBangalore, IndiaHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“Sumex is a new private wealth entity established in January, 2018.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceBangalore, IndiaHQ checked Sep 29, 20261-107 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, 2026
23Strong evidenceBangalore, IndiaHQ checked Sep 29, 20261-107 contacts →

Strong evidence

“The inception of Spark Global Consulting happened with a vision to become one of the most prominent & reliable management consulting firms for organizations looking for a one-stop…”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceBangalore, IndiaHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“When it comes to investments, they’re a bit like clothes.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceBangalore, IndiaHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 199 wealth management consulting firms based in Bangalore, India

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 397 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management consulting firms based in Bangalore, India at a glance

As of Sep 29, 2026
21.2%Verified-email coverage
9.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
127
11-50
54
51-200
13
201-500
3
1,001-5,000
2

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, over 199 companies.

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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 397 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.

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 consulting firms, 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 consulting firms are there based in Bangalore, India?

RevenueBase identified 199 wealth management consulting firms 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 consulting firms?

Mumbai leads India with 458 headquartered companies, followed by Bangalore (199) and Pune (193).

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 397 verified decision-maker contacts tracked across these 199 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.

Ready to reach these companies? Verified emails and direct dials for all 199 wealth management consulting firms based in Bangalore, India. Start with a free account, no credit card.

Download this list →

Related lists

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.