Company lists · Data refreshed September 2026

Top 18 Wealth management software companies based in New Delhi, India

RevenueBase identified 58 wealth management software companies headquartered in New Delhi, India as of September 2026 and tracks 875 professional contacts across them, including 73 with verified work emails. Mumbai is the largest hub.

This list covers wealth management software companies headquartered in New Delhi, 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
58Companies
875Contacts tracked
73Verified emails
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The 18 largest wealth management software companies based in New Delhi, India

Ranked by team size
Top 18 of 58 wealth management software companies based in New Delhi, 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
1Partial evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5071 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
2Partial evidenceNew Delhi, IndiaHQ checked Sep 14, 20261,001-5,00046 contacts →

Partial evidence

“SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 202651-20044 contacts →

Strong evidence

“Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015.”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5025 contacts →

Strong evidence

“Founded in 2019, Private Bankers is a leading wealth management firm in India dedicated to helping clients grow and preserve their wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5022 contacts →

Indirect evidence

“TECHNOLOGY PARTNER FOR INVESTMENT SOLUTIONS Greenware is an advisor focussed technology partner.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5017 contacts →

Partial evidence

“At Ingenetus, we abide by one principle, ‘Precious solutions for your Precious Wealth’.”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5010 contacts →

Strong evidence

“Invest Shoppe is a wealth management and advisory company providing a unique blend of financial solutions to protect the future of the clients.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“Rabbit Invest is building the operating system for India’s financial distributors.”

Source: RevenueBase Database · checked Sep 14, 2026
9Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-509 contacts →

Strong evidence

“We are a modern Wealth Management firm that understands the complex financial needs of HNI, UHNI, business families and corporates.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceNew Delhi, IndiaHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Metacap Global is a AMFI registered mutual fund distributor and an "execution only" platform.”

Source: RevenueBase Database · checked Sep 14, 2026
11Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 20261-107 contacts →

Strong evidence

“Marwah Financial ® is a customer focused financial services firm offering personalized services in Advisory Broking, Wealth Management and Financial Planning.”

Source: RevenueBase Database · checked Sep 14, 2026
12Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 20261-105 contacts →

Strong evidence

“We are a Private Boutique Wealth Management firm founded by a team of seasoned ex bankers, with combined industry experience of close to 7 decades across Wealth Management, Asset…”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 20261-105 contacts →

Strong evidence

“We are a group of Investment professionals with average experience of 15 years, We are a Wealth Management company, where we provide value added services to our clients ranging…”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceNew Delhi, IndiaHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“Klarfin is a fast-growing wealth-tech company specializing in investment solutions for high-net-worth individuals, family offices, startups, and institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-503 contacts →

Strong evidence

“Addwell Wealth India PVT LTD is a Relationship-First and Tech-Enabled firm for HNIs that offers Personalised Wealth Management Solutions as per the client's goals.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-502 contacts →

Partial evidence

“Dedicated to safeguarding our clients' financial interests, we specialize in crafting strategic financial plans that help individuals reduce taxes & create wealth through tailor…”

Source: RevenueBase Database · checked Sep 14, 2026
17Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-502 contacts →

Strong evidence

“Net Brokers, a leading Delhi-based Wealth Management firm, carries an 80-year legacy with Mr.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceNew Delhi, IndiaHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Private Wealth Management.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 18 of 58 wealth management software companies based in New Delhi, India

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Wealth management software companies based in New Delhi, India at a glance

As of Sep 14, 2026
8.3%Verified-email coverage
15.1Average contacts per company
11-50Median size (employees)
250.0%Largest-city concentration · Mumbai
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
23
51-200
2
201-500
2
1,001-5,000
2
5,001-10,000
1

Email recency for this list is measured across the whole India list rather than for New Delhi, so it is reported there. Company counts and contact totals on this page are exact for New Delhi, over 58 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 New Delhi, 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 New Delhi 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, 73 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 New Delhi, India?

RevenueBase identified 58 wealth management software companies headquartered in New Delhi, 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?

Mint Wealth, headquartered in New Delhi, 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 73 verified decision-maker contacts tracked across these 58 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.