Company lists · Data refreshed September 2026

Top 25 Wealth management software companies based in Mumbai, India

RevenueBase identified 145 wealth management software companies headquartered in Mumbai, India as of September 2026 and tracks 5,761 professional contacts across them, including 1,079 with verified work emails. Mumbai is the largest hub.

This list covers wealth management software companies headquartered in Mumbai, 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
145Companies
5,761Contacts tracked
1,079Verified emails
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The 25 largest wealth management software companies based in Mumbai, India

Ranked by team size
Top 25 of 145 wealth management software companies based in Mumbai, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceMumbai, IndiaHQ checked Sep 14, 20261,001-5,000448 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
2Strong evidenceMumbai, IndiaHQ checked Sep 14, 2026201-500282 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
3Partial evidenceMumbai, IndiaHQ checked Sep 14, 2026201-500212 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
4Strong evidenceMumbai, IndiaHQ checked Sep 14, 202651-200139 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
5Strong evidenceMumbai, IndiaHQ checked Sep 14, 2026201-500135 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
6Partial evidenceMumbai, IndiaHQ checked Sep 14, 202651-200122 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceMumbai, IndiaHQ checked Sep 14, 202651-20080 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
8Strong evidenceMumbai, IndiaHQ checked Sep 14, 202651-20080 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
9Partial evidenceMumbai, IndiaHQ checked Sep 14, 202651-20071 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidenceMumbai, IndiaHQ checked Sep 14, 202651-20064 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
11Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202651-20059 contacts →

Indirect evidence

“Rurash Financial Pvt.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5058 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
13Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202651-20058 contacts →

Indirect evidence

“We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202651-20052 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5045 contacts →

Partial evidence

“Unlock the Potential of Your Wealth Business At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs…”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-5045 contacts →

Strong evidence

“Moneyfrog.in is a wealth management platform designed to simplify your investment journey.”

Source: RevenueBase Database · checked Sep 14, 2026
17Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-5031 contacts →

Strong evidence

“A Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202651-20029 contacts →

Indirect evidence

“Mata Securities India Pvt.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-5022 contacts →

Indirect evidence

“WebDev is a growing company providing high quality, innovative, customized technology solutions for financial companies.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceMumbai, IndiaHQ checked Sep 14, 202611-5019 contacts →

Strong evidence

“Waterfront Capital is one of the leading wealth management company in India.”

Source: RevenueBase Database · checked Sep 14, 2026
21Strong evidenceMumbai, IndiaHQ checked Sep 14, 202651-20017 contacts →

Strong evidence

Wealth First is a boutique Investment Advisory firm focused on providing “Wealth Management Solutions” to High Networth Individuals, Family Offices, Corporates and Institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceMumbai, IndiaHQ checked Sep 14, 20261,001-5,00016 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5015 contacts →

Partial evidence

“Fission Wealth Private Limited is based on the ethos of creating wealth for its clients by executing investment options (aligned to life goals) in a simple and seamless manner…”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5013 contacts →

Partial evidence

“VND Wealth Pvt Ltd started stock broking in January 2004.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“We are dedicated to delivering tailored financial services that cater to the distinct requirements of our clients, encompassing individuals, families, and corporate entities.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 145 wealth management software companies based in Mumbai, India

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Wealth management software companies based in Mumbai, India at a glance

As of Sep 14, 2026
18.7%Verified-email coverage
39.7Average contacts per company
11-50Median size (employees)
100.0%Largest-city concentration · Mumbai
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
57
51-200
18
201-500
5
501-1,000
3
1,001-5,000
4
5,001-10,000
1
10001+
1

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 145 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 Mumbai, 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 Mumbai 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, 1,079 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 in India

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 Mumbai, India?

RevenueBase identified 145 wealth management software companies headquartered in Mumbai, 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?

Nuvama Group, headquartered in 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 1,079 verified decision-maker contacts tracked across these 145 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.