Company lists · Data refreshed September 2026

Top 25 Wealth management software developers based in India

RevenueBase identified 609 company matches for wealth management software developers associated with India as of September 2026 and tracks 16,040 professional contacts across them, including 3,230 with verified work emails. Mumbai is the largest hub.

This list covers company matches for wealth management software developers associated with India, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
609Companies
16,040Contacts tracked
3,230Verified emails
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The 25 largest wealth management software developers based in India

Ranked by team size
Top 25 of 609 company matches for wealth management software developers based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMumbai, IndiaHQ recorded Sep 29, 20261,001-5,0001,878 contacts →

Exact match

“IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchGurgaon, IndiaHQ recorded Sep 29, 2026501-1,000608 contacts →

Exact match

“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Sep 29, 2026501-1,000589 contacts →

Exact match

“Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchChennai, IndiaHQ recorded Sep 29, 20261,001-5,000498 contacts →

Exact match

“Financial Software & Systems Pvt.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchMumbai, IndiaHQ recorded Sep 29, 20261,001-5,000448 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Sep 29, 2026501-1,000406 contacts →

Exact match

“Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Sep 29, 2026201-500282 contacts →

Exact match

“We are a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-200278 contacts →

Exact match

“Credence Analytics is an International software solution provider and has a reputable customer base across Asia, Middle East & African markets.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchNavi Mumbai, IndiaHQ recorded Sep 29, 202651-200222 contacts →

Exact match

“Accord Fintech Pvt.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Sep 29, 2026201-500212 contacts →

Exact match

“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchNoida, IndiaHQ recorded Sep 29, 202651-200185 contacts →

Exact match

“Since 2013, Wise Finserv has been empowering High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with structured investment solutions to grow, protect…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchNoida, IndiaHQ recorded Sep 29, 202651-200173 contacts →

Exact match

“Dion Global Solutions: A leading financial technology provider.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchBangalore, IndiaHQ recorded Sep 29, 202651-200171 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-200158 contacts →

Exact match

“Rupeeseed along with its group companies offers completely integrated suite right from Client Onboarding, Trading and Back Office.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-200139 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchMumbai, IndiaHQ recorded Sep 29, 2026201-500135 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchMumbai, IndiaHQ recorded Sep 29, 2026201-500122 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-200122 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-200119 contacts →

Exact match

“Quantum Phinance was set up in mid-2006 as part of the business incubation program at Society of Innovation and Entrepreneurship (SINE), the entrepreneurship venture at the Indian…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchGurgaon, IndiaHQ recorded Sep 29, 202651-20099 contacts →

Exact match

“InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchBangalore, IndiaHQ recorded Sep 29, 202651-20082 contacts →

Exact match

“A premier wealth advisory and asset management firm dedicated to helping entrepreneurs navigate their financial path with confidence.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-20080 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-20080 contacts →

Exact match

“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchMumbai, IndiaHQ recorded Sep 29, 202651-20071 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchNew Delhi, IndiaHQ recorded Sep 29, 202611-5071 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 609 wealth management software developers based in India

See the full list, filter by size, metro and specialty, and access 3,230 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management software developers based in India at a glance

As of Sep 29, 2026
20.1%Verified-email coverage
26.3Average contacts per company
11-50Median size (employees)
20.4%Largest-city concentration · Mumbai
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
292
11-50
212
51-200
62
201-500
24
501-1,000
8
1,001-5,000
8
5,001-10,000
1
10001+
1

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 609 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with India whose business descriptions match “wealth management software developers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 3,230 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management software developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management software developers are there based in India?

RevenueBase identified 609 company matches for wealth management software developers associated with India as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Iifl Capital Services Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth management software developers?

Mumbai leads with 124 company records, followed by Bangalore (70) and Pune (41).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,230 professional contacts with verified work emails tracked across these 609 companies; direct dials are available where recorded.

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 SmartSearch, 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.