Top Wealth Management Startups in India (2025 Update)
Explore the best Wealth Management companies in India. Discover high-growth startups and investment opportunities in our 2025 updated list.
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Explore Top Wealth Management Startups in India featuring 147 Companies
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Quicko | - | India’s fastest growing tax platform | 2M happy taxpayers | Building sandbox.co.... | With over 2 million happy taxpayers, Quicko is India's fastest-growing tax platf... | - |
India
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Ahmedabad | India (HQ) | 2015 | Financial Services, Wealth Management | [email protected] |
1
Low
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60
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312.9K (-40%) | 5 years ago | Seed | 1 | 300.0K | 24165 | 5 months ago | |
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Savart | - | Dream Up. | Savart is a wealth management platform built upon a strong fundamental investmen... | - |
India
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Hyderabad | India (HQ) + 1 | 2017 | Financial Services, Fintech +1 | [email protected] |
1
Low
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74
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23.4K (8%) | 2 years ago | Seed | 3 | 2.1M | 18304 | 5 months ago | |
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Centricity WealthTech | - | Digital private wealth management platform | Founded in January 2022, Centricity helps empower finance and investment profess... | - |
India
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New Delhi | India (HQ) | 2022 | Wealth Management | - |
1
Low
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252
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68.3K (206%) | 2 years ago | Pre Seed | 1 | 4.0M | 10355 | 8 months ago | |
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WealthApp Financial Advis... | - | Welcome to India’s most Trusted and Holistic Robo advisor. Find your own persona... | WealthApp is an algorithm and research driven investment advisory company focuse... | - |
India
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Bengaluru | India (HQ) | 2016 | Wealth Management | [email protected] |
1
Low
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11
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317 | 8 years ago | Angel | 2 | 30.0M | 786 | 6 9NO xGV | |
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Axis Bank | - | We are #DilSeOpen | Axis Bank is the third largest private sector bank in India. The Bank offers the... | - |
India
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Mumbai | India (HQ) | 1994 | Financial Services, Insurance +2 | [email protected] |
1
Low
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90842
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18.5M (-2%) | 1 year ago | Post Ipo Secondary | 4 | 158.7B | 2702254 | 5 months ago | |
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Waterfield Advisors | - | Independent Multi-Family Office and Wealth Advisory firm, providing holistic adv... | Waterfield Advisors is a globally recognized independent Indian Multi-Family Off... | - |
India
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Mumbai | India (HQ) + 6 | 2011 | Finance, Financial Services +1 | [email protected] |
1
Low
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140
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301 (-100%) | 3 years ago | Series B | 2 | 12.0M | 18411 | 9 months ago | |
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UPMARKET FINTECH SOLUTION... | - | Providing Smart fintech solutions for every need | SEBI Registered Research Analyst introducing India's most innovative Robo Adviso... | - |
India
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Pune | India (HQ) | 2021 | AI, Fintech +3 | [email protected] |
1
Low
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3
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324 (142%) | 2 years ago | Non Equity Assistance | 2 | 1.0M | 752 | 11 months ago | |
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Piggy | - | Smart Money app that combines banking, investments, and advice in one place | Piggy combines banking, investments, and advice in one place, so you can stay in... | - |
India
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Mumbai | India (HQ) + 1 | 2016 | Financial Services, Fintech +3 | [email protected] |
1
Low
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16
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10.7K (-21%) | 3 years ago | Seed | 4 | 1.0M | 1830 | 10 XWE n24 | |
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Scripbox.com India Privat... | - | Helping people worry less about money since 2012. | Scripbox is India's leading digital wealth manager, managing over 17000 Crores i... | - |
India
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Bengaluru | India (HQ) | 2012 | Finance, Financial Services +2 | [email protected] |
1
Low
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3
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878 (-100%) | - | Series D | - | 55.0M | 56834 | 1 year ago | |
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Ambit Private Limited | - | Ambit is a leading provider of financial advice and capital known for its busine... | Ambit is a leading provider of financial advice and capital offering customized... | - |
India
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Mumbai | India (HQ) | 1997 | Finance, Financial Services +1 | [email protected] |
1
Low
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1303
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35.6K | 5 years ago | Pre Seed | 1 | 60.0K | 88615 | 5 months ago | |
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YES BANK | - | Life Ko Banao Rich! | YES BANK is a leading Indian private sector bank committed to transforming the f... | - |
India
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Mumbai | India (HQ) | 2004 | Finance, Financial Services +2 | [email protected] |
1
Low
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38929
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4.9M | 2 years ago | Post Ipo Equity | 5 | 3.2B | 1215205 | 5 months ago | |
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Finnovate | - | Helping 3000+ professionals achieve financial goals safely, surely, swiftly with... | At Finnovate, we specialize in providing successful professionals with a discipl... | - |
India
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Mumbai | India (HQ) + 1 | 2007 | Finance, Financial Services +1 | [email protected] |
1
Low
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88
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12516 | - | Seed | - | 1.0M | 5898 | 4 months ago | |
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Cube Wealth | - | Simplified wealth creation for busy professionals |
Simplified wealth creation for busy professionals We combine 4 magic ingredient... |
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India
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Mumbai | India (HQ) | 2016 | Fintech, Banking +1 | [email protected] |
1
Low
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17
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10.5K (-16%) | 5 years ago | Series A | 3 | 2.5M | 2464 | 5 months ago | |
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Wright Research | - | Grow your wealth the smart way! | Wright Research (www.wrightresearch.in) is an investment advisory and portfolio... | - |
India
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Mumbai | India (HQ) | 2019 | AI, Fintech +3 | [email protected] |
1
Low
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20
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97.1K | 1 year ago | Non Equity Assistance | 3 | 1.1M | 10130 | 5 months ago | |
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Stable Money | - | Steady returns, untapped opportunities, and excellent long-term performance to a... | The key to building big fortunes is endurance and longevity, which are amplified... | - |
India
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- | India (HQ) | 2022 | Financial Services, Fintech +1 | [email protected] |
1
Low
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65
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88.6K (-2%) | 10 months ago | Seed | 2 | 19.8M | 50314 | 5 months ago | |
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Liquide | - | After stock investments, it is time for us to fix your Mutual Funds. |
Making investing easier for you! Liquide- A powerhouse of information and guida... |
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India
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- | India (HQ) + 1 | 2021 | Financial Services, Wealth Management | [email protected] |
1
Low
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77
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2089 | - | Pre Seed | - | 2.2M | 14329 | 4 months ago | |
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Fabits | - | Empowering India to get richer! | Our mission is to become India’s go-to personal (finance) assistant for individu... | - |
India
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Bengaluru | India (HQ) | 2022 | Financial Services, Wealth Management | [email protected] |
1
Low
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19
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925 (-6%) | 1 year ago | Pre Seed | 1 | Unknown | 2266 | 5 months ago | |
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Goalwise | - | India's leading goal-based Mutual Fund investment platform | Goalwise.com provides a goal-based investing platform for retail investors. You... | - |
India
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Bengaluru | India (HQ) | 2015 | Financial Services, Fintech +1 | [email protected] |
1
Low
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1
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68089 | - | Seed | - | 1.0M | 987 | 8 years ago | |
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Kuvera.in | - | Safe space to invest | Investment platform trusted by 18 Lakh+ investors with Rs 50,000+ crore in asset... | - |
India
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- | India (HQ) + 1 | 2016 | Financial Services, Fintech +1 | [email protected] |
1
Low
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110
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566.5K | - | Series A | - | 4.8M | 14554 | 4 months ago | |
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DSAB Finserve | - | We Build Generational Wealth | DSAB Finserve is a comprehensive Ai financial services firm committed to guiding... | - |
India
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Guwahati | India (HQ) | 2021 | E-Commerce, Education +4 | [email protected] |
1
Low
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2
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22245 | - | Pre Seed | - | 1.0M | 107 | 5 months ago | |
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ManageMyFortune.com | Not active anymore | - | An online wealth management platform for retail investors, SEBI Registered Inves... | - |
India
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Mumbai | India (HQ) | 2011 | Financial Services, Fintech +2 | [email protected] |
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2
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631 | 8 years ago | Seed | 1 | Unknown | 393 | 7 years ago | |
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Dealmoney Securities Pvt.... | - | Dealmoney Securities Private Limited (Official Company Page) | We strive to design solutions by getting a precise, complete understanding of ou... | - |
India
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Thane | India (HQ) | 2006 | Financial Services, Insurance +2 | - |
1
Low
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29
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69066 | - | Series Unknown | - | - | 642 | 9 xsg sgM | |
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Enrich Money | - | "Learn, Analyze, Invest" | Enrich Money is a reputable company in the Wealth-Tech sector, offering a compre... | - |
India
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Bengaluru | India (HQ) + 1 | 2017 | Financial Services, Fintech +2 | [email protected] |
1
Low
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293
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78236 | - | Seed | - | - | 4250 | 5 months ago | |
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Prudent Corporate Advisor... | - | We are a leading diversified Financial Services Group, distributing a wide range... | We are a Leading Financial Services Group having diversified verticals across Mu... | - |
India
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Ahmedabad | India (HQ) | 2000 | Financial Services, Wealth Management | [email protected] |
1
Low
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1185
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263.3K | 6 years ago | Private Equity | 1 | Unknown | 34114 | 5 months ago | |
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Hum Fauji Initiatives | - | Financial Advisors and Prosperity Managers exclusively for Indian Armed Forces &... | Incorporated in Nov 2009, as a partnership firm named Hum Fauji Initiatives, HFI... | - |
India
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New Delhi | India (HQ) | 2009 | Financial Services, Insurance +1 | [email protected] |
1
Low
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54
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1.8K | - | - | - | - | 2847 | 5 months ago | |
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Investo | - | Simplifying investing and wealth management for 10+ crore Indians | Investo is a smart investing and personalised wealth management platform for the... | - |
India
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Bengaluru | India (HQ) | 2022 | Fintech, Information Technology +1 | [email protected] |
1
Low
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1
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859 | - | - | - | - | 239 | 2 years ago | |
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H-Zone Capital Management... | - | Advisory, Investments, Education | Built in 2008 around the philosophy of ‘The more you know, the more you grow’, H... | - |
India
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Mumbai | India (HQ) | 2008 | Education, Financial Services +2 | [email protected] |
1
Low
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3
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48 | - | - | - | - | 91799 | 7 RO9 uet | |
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VSE Stock Services Limite... | - | VSE’s unique trading platform offers a single screen online equity trading facil... | VSE Stock Services Limited is a wholly owned subsidiary of Norfolk Technology Se... | - |
India
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Vadodara | India (HQ) | 1993 | Education, Financial Services +3 | [email protected] |
1
Low
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1
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102.9K (-2%) | - | - | - | - | 179 | 4 months ago | |
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TRUST | - | TRUST is one of India’s leading full-service financial house providing solutions... | TRUST Group is India’s leading institutionalized multi-line and multi-asset fina... | - |
India
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Mumbai | India (HQ) | 2000 | Financial Services, Wealth Management | - |
1
Low
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948
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2.3K (4410%) | - | - | - | - | 7956 | 6 months ago | |
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Anand Rathi Wealth Limite... | - | Anand Rathi Wealth provides Uncomplicated Financial solutions to HNIs & UHNIs.... | Anand Rathi Wealth Limited, a NSE 500 listed company has, since 2002, been in th... | - |
India
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Mumbai | India (HQ) + 11 | 2002 | Finance, Financial Services +1 | [email protected] |
1
Low
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1199
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36.8K (-21%) | - | - | - | - | 36482 | 5 months ago | |
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Choice | - | Equity, Mutual Funds, Insurance, Secured Products 👇🏻 One App For All Your Fina... | Choice is one of the leading financial service provider with Stock market, Mutua... | - |
India
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Mumbai | India (HQ) | 2010 | Financial Services, Wealth Management | - |
1
Low
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1447
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411.8K (-20%) | - | - | - | - | 21185 | 5 months ago | |
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FinEdge | - | FinEdge’s Dreams into Action (DiA), a fantastic tech-enabled platform to manage... | At FinEdge, we specialise in delivering personalised, conflict-free investment r... | - |
India
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Gurgaon | India (HQ) | 2011 | Finance, Financial Services +2 | [email protected] |
1
Low
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105
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20.9K (23%) | - | - | - | - | 6867 | 5 months ago | |
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Indiabulls Ventures Limit... | - | Welcome to the official LinkedIn handle of Indiabulls Securities, a leading capi... | Indiabulls Ventures Limited is one of India’s leading capital market companies p... | - |
India
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Mumbai | India (HQ) | 1995 | Financial Services, Wealth Management | - |
1
Low
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1396
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209 | - | - | - | - | 12082 | 9 X4o mtV | |
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JRK Group - Financial Ser... | - | Know Better, Know Right | JRK GROUP is a knowledge-first and reliable Financial Services business in Easte... | - |
India
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Kolkata | India (HQ) | 2008 | Financial Services, Insurance +1 | - |
1
Low
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20
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1.6K | - | - | - | - | 467 | 5 months ago | |
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HRD AND COMPANY | - | Chartered Accountants | HRD AND COMPANY (HRD) is changing the traditional ways the CA's are used to prac... | - |
India
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Delhi | India (HQ) + 1 | 2017 | Finance, Financial Services +1 | [email protected] |
1
Low
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14
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850 | - | - | - | - | 27858 | 7 6LL jYo | |
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4Thoughts | - | That Constant amidst Change, you can always rely on. | We are - A team of experts with diverse skills and global experience to provide... | - |
India
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Bengaluru | India (HQ) | 2015 | Financial Services, Wealth Management | [email protected] |
1
Low
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8
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139 | - | - | - | - | 562 | 5 months ago | |
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Kotak Private | - | Preferred private banker for 58% of India's richest. | 58% of India's richest have chosen us for our cutting edge investment solutions.... | - |
India
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Mumbai | India (HQ) | 2004 | Finance, Banking +1 | - |
1
Low
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378
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97.1K (723%) | - | - | - | - | 13930 | 5 months ago | |
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Royal Monarch | - | A Guilt Free Decision | Royal Monarch - a revolutionary financial planner to fill the void of supply and... | - |
India
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Ahmedabad | India (HQ) | 2015 | Analytics, Financial Services +1 | - |
1
Low
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3
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168 | - | - | - | - | 110 | 8 KK9 Ni0 | |
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TrustPlutus | - | WEALTH MANAGEMENT WITH A CONSCIENCE | TrustPlutus is an independent and trusted Wealth Management firm that focuses on... | - |
India
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Mumbai | India (HQ) + 9 | 2010 | Financial Services, Wealth Management | - |
1
Low
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76
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6.2K (1011%) | - | - | - | - | 4632 | 7 months ago | |
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Transparent Capital | - | Buy/Sell Pre IPO/Unlisted Shares | PreInvest is a company that exclusively deals in Unlisted / Pre IPO Equities. It... | - |
India
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Mumbai | India (HQ) | 2019 | Financial Services, Wealth Management | [email protected] |
1
Low
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7
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522 (-44%) | - | - | - | - | 5802 | 1 year ago |