Company lists · Data refreshed September 2026

Top 25 Wealth management software companies based in India

Name: Wealth management software companies based in India
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 840 companies tracked

RevenueBase identified 840 wealth management software companies headquartered in India as of September 2026 and tracks 15,473 professional contacts across them, including 3,120 with verified work emails. Mumbai is the largest hub.

This list covers wealth management software companies headquartered in 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 14, 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 14, 2026 86% judged on-target in blind review

840Companies

15,473Contacts tracked

3,120Verified emails

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The 25 largest wealth management software companies based in India

Ranked by team size

Top 25 of 840 wealth management software companies based in India, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	PL Capital Group Prabhudas Lilladher	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	501-1,000	812 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
2	Centricity Wealthtech	Indirect evidence	Gurugram, IndiaHQ checked Sep 14, 2026	501-1,000	608 contacts →
	Indirect evidence “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Source: RevenueBase Database · checked Sep 14, 2026
3	Dezerv	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	501-1,000	589 contacts →
	Strong evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 14, 2026
4	Nuvama Group	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	1,001-5,000	448 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
5	NEO Wealth And Asset Management	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	501-1,000	406 contacts →
	Strong evidence “Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions.” Source: RevenueBase Database · checked Sep 14, 2026
6	Incred Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	282 contacts →
	Strong evidence “We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.” Source: RevenueBase Database · checked Sep 14, 2026
7	Accord Fintech Private Limited	Indirect evidence	Navi Mumbai, IndiaHQ checked Sep 14, 2026	51-200	222 contacts →
	Indirect evidence “Accord Fintech Pvt.” Source: RevenueBase Database · checked Sep 14, 2026
8	Ionic Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	212 contacts →
	Partial evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 14, 2026
9	Indiassetz	Strong evidence	Bangalore, IndiaHQ checked Sep 14, 2026	51-200	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 14, 2026
10	Sanctum Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	139 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
11	Ebixcash Financial Technologies	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	135 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
12	Equirus Wealth	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	201-500	122 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
13	Fisdom Private Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	122 contacts →
	Partial evidence “Fisdom Private Wealth is a venture of Fisdom, India’s leading wealth-tech company.” Source: RevenueBase Database · checked Sep 14, 2026
14	Investwell	Partial evidence	Gurgaon, IndiaHQ checked Sep 14, 2026	51-200	99 contacts →
	Partial evidence “InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Source: RevenueBase Database · checked Sep 14, 2026
15	Buglerock Capital	Strong evidence	Bangalore, IndiaHQ checked Sep 14, 2026	51-200	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 14, 2026
16	Midasx Official	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	80 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
17	Ifanow	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	80 contacts →
	Strong evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 14, 2026
18	Savart	Strong evidence	Hyderabad, IndiaHQ checked Sep 14, 2026	11-50	79 contacts →
	Strong evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 14, 2026
19	A D Naik Wealth	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	71 contacts →
	Partial evidence “At A D Naik Wealth, we are enablers of aspirations.” Source: RevenueBase Database · checked Sep 14, 2026
20	Mint Wealth	Partial evidence	New Delhi, IndiaHQ checked Sep 14, 2026	11-50	71 contacts →
	Partial evidence “Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Source: RevenueBase Database · checked Sep 14, 2026
21	Deven Choksey	Strong evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	64 contacts →
	Strong evidence “Deven Choksey is a trusted name in Wealth Management and Investment Advisory, serving individual investors, HNIs, institutions, and family offices.” Source: RevenueBase Database · checked Sep 14, 2026
22	Finwallet	Strong evidence	Madurai, IndiaHQ checked Sep 14, 2026	11-50	62 contacts →
	Strong evidence “Finwallet - Personal Finance and Wealth Management Services Finwallet has been a trusted provider of personal finance and wealth management services since 2016.” Source: RevenueBase Database · checked Sep 14, 2026
23	Rurash Financials Private Limited	Indirect evidence	Mumbai, IndiaHQ checked Sep 14, 2026	51-200	59 contacts →
	Indirect evidence “Rurash Financial Pvt.” Source: RevenueBase Database · checked Sep 14, 2026
24	Ckredence Wealth	Strong evidence	Surat, IndiaHQ checked Sep 14, 2026	51-200	59 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
25	WYLTH	Partial evidence	Mumbai, IndiaHQ checked Sep 14, 2026	11-50	58 contacts →
	Partial evidence “Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).” Source: RevenueBase Database · checked Sep 14, 2026

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 software companies. 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 software companies.
Partial evidence: Its own public description names part of wealth management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management software companies. 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 840 wealth management software companies based in India

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Wealth management software companies based in India at a glance

As of Sep 14, 2026

20.2%Verified-email coverage

18.4Average contacts per company

1-10Median size (employees)

17.3%Largest-city concentration · Mumbai

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

436

11-50

290

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 840 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 software companies, 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 India whose own description of what they do matches “wealth management software companies”. 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 software companies), 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 software companies, and records with no verified work email. Companies headquartered outside India 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, 3,120 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 14, 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 software companies by metro

Wealth management software companies in Mumbai145
Wealth management software companies in New Delhi58
Wealth management software companies in Bangalore52
Wealth management software companies in Pune50
Wealth management software companies in Bengaluru37
Wealth management software companies in Ahmedabad34
Wealth management software companies in Noida28
Wealth management software companies in Kolkata26
Wealth management software companies in Delhi25

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 software companies, 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 software companies are there based in India?

RevenueBase identified 840 wealth management software companies headquartered in 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?

PL Capital Group Prabhudas Lilladher, headquartered in Worli Mumbai, tops this list with the largest team on record.

Which city has the most wealth management software companies?

Mumbai leads with 145 headquartered companies, followed by New Delhi (58) and Bangalore (52).

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 3,120 verified decision-maker contacts tracked across these 840 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 14, 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.