Company lists · Data refreshed November 2026

Top 23 Wealth technology companies based in India

RevenueBase identified 501 company matches for wealth technology companies associated with India as of November 2026 and tracks 32,349 professional contacts across them, including 11,642 with verified work emails. Mumbai is the largest hub.

This list covers company matches for wealth technology companies 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 November 6, 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 Nov 6, 2026 How this list was built
501Companies
32,349Contacts tracked
11,642Verified emails
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The 23 largest wealth technology companies based in India

Ranked by team size
Top 23 of 501 company matches for wealth technology companies based in India, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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 Nov 6, 20265,001-10,0001,285 contacts →

Exact match

“Choice Equity Broking Private Limited: SEBI Reg No.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchNew Delhi, IndiaHQ recorded Nov 6, 20261,001-5,0001,207 contacts →

Exact match

“Established in 1995, we are a diversified FinTech conglomerate with a strong presence across Financial Services, RegTech, Channel Business, Managed Services, SDO, and Technology…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMumbai, IndiaHQ recorded Nov 6, 2026501-1,000873 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMumbai, IndiaHQ recorded Nov 6, 2026501-1,000690 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 · Nov 6, 2026 · View company records in RevenueBase
5Exact matchGurgaon, IndiaHQ recorded Nov 6, 2026501-1,000666 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 · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMumbai, IndiaHQ recorded Nov 6, 20261,001-5,000489 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 · Nov 6, 2026 · View company records in RevenueBase
7Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-500313 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 · Nov 6, 2026 · View company records in RevenueBase
8Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-500262 contacts →

Exact match

“Ionic Wealth | Co-founders in your journey of Wealth creation.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchNoida, IndiaHQ recorded Nov 6, 202651-200179 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-200161 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 · Nov 6, 2026 · View company records in RevenueBase
11Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-50140 contacts →

Exact match

“SSBA Innovations is a pioneer in technology driven financial planning through AI based platforms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchChennai, IndiaHQ recorded Nov 6, 2026501-1,000140 contacts →

Exact match

“Zebu: Your trusted partner for wealth creation and seamless trading, proudly serves over 1 Lakh+ clients as a trusted member of NSE, BSE, MCX, MSEI, and CDSL.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-500121 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 · Nov 6, 2026 · View company records in RevenueBase
14Exact matchKochi, IndiaHQ recorded Nov 6, 2026201-500117 contacts →

Exact match

“VERTEX Securities is a Public Limited Company since 1993 listed on Bombay Stock Exchange with main offices in Cochin and Mumbai.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-500112 contacts →

Exact match

“The First Global Investing Edge: Human Intelligence + Artificial Intelligence for smarter investing.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchGurgaon, IndiaHQ recorded Nov 6, 202651-200106 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 · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20092 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 · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMumbai, IndiaHQ recorded Nov 6, 2026201-50083 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 · Nov 6, 2026 · View company records in RevenueBase
19Exact matchHyderabad, IndiaHQ recorded Nov 6, 202611-5078 contacts →

Exact match

“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20075 contacts →

Exact match

“At compoundexpress, we are at the forefront of transforming the way financial intermediaries operate & serve their clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchChennai, IndiaHQ recorded Nov 6, 202651-20075 contacts →

Exact match

“IOURING is a Fintech company based out of Chennai, with prime focus on developing products and tools in Capital Markets and Banking space.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5070 contacts →

Exact match

“Wylth® is a state-of-the-art Wealth-Tech Platform as a Service (PaaS) for Financial Advisors (IFAs and RIAs).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchMumbai, IndiaHQ recorded Nov 6, 202651-20070 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 23 of 501 wealth technology companies based in India

See the full list, filter by size, metro and specialty, and access 11,642 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth technology companies based in India at a glance

As of Nov 6, 2026
36.0%Verified-email coverage
64.6Average contacts per company
11-50Median size (employees)
19.0%Largest-city concentration · Mumbai
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
222
11-50
181
51-200
60
201-500
22
501-1,000
9
1,001-5,000
5
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 501 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 technology companies” 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 11,642 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 November 6, 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 technology companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth technology companies are there based in India?

RevenueBase identified 501 company matches for wealth technology companies associated with India as of November 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?

Choice tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most wealth technology companies?

Mumbai leads with 95 company records, followed by Bangalore (69) and New Delhi (22).

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 11,642 professional contacts with verified work emails tracked across these 501 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 November 6, 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.