Company lists · Data refreshed September 2026
Top 20 Accounting software companies for wealth management firms based in the United Kingdom
RevenueBase identified 47 company matches for accounting software companies for wealth management firms associated with the United Kingdom as of September 2026 and tracks 1,223 professional contacts across them, including 646 with verified work emails. London is the largest hub.
This list covers company matches for accounting software companies for wealth management firms associated with the United Kingdom, 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 27, 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.
The 20 largest accounting software companies for wealth management firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 448 contacts → | ||||
Exact match “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 206 contacts → | ||||
Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 156 contacts → | ||||
Exact match “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 70 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 55 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 42 contacts → | ||||
Exact match “IRIS is a long-established industry leader in accounting software and services for accountants and bookkeepers.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Aedon.Accounting is a game-changer.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Exact Financial Systems are providers of the LIBRIS Financial Wealth Management Software Solution.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “At Steven Burton & Co, we know how busy running a business can be.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Formed in 1973, Hexagon Software is one of the UK’s leading developers of specialist property and financial management software that focuses on usability and the delivery of real…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Equipos is now SimCorp.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “We offer a broad range of services and seek to provide a one stop shop approach to a client’s needs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Independent, Creative & Rigorous Odyssey Wealth Management is a financial advisory firm unlike most in the UK.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “JGB are a Reputable, Vibrant and Forward Thinking Accountancy Firm Dedicated to the Success of our Clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Your Partner in Financial Software Excellence” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Revolutionising wealth management through cutting-edge technology” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “WYER is investment management software designed for VCs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Our passion is to help Clients improve their Wealth through a revolutionary new structured program at a pace to suit their ambitions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “accounting software companies for wealth management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 20 of 47 accounting software companies for wealth management firms based in the United Kingdom
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Accounting software companies for wealth management firms based in the United Kingdom at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 47 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 the United Kingdom whose business descriptions match “accounting software companies for wealth management firms” 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 646 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 27, 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 “accounting software companies for wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many accounting software companies for wealth management firms are there based in the United Kingdom?
RevenueBase identified 47 company matches for accounting software companies for wealth management firms associated with the United Kingdom 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?
Titan Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most accounting software companies for wealth management firms?
London leads with 15 company records, followed by Bristol (2) and Buckingham (1).
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 646 professional contacts with verified work emails tracked across these 47 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 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 47 accounting software companies for wealth management firms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Accounting software companies for wealth management firms by geography
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- Accounting software companies for wealth management firms based in India
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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.
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Company intelligence · public preview
Top 20 accounting software companies for wealth management firms based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 47 matching company records for accounting software companies for wealth management firms based in the United Kingdom, with 1,223 tracked contacts and 646 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 accounting software companies for wealth management firms based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Titan Wealthtitanwh.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 448 contacts → |
“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Valuefyvaluefy.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealth Dynamixwealth-dynamix.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Curo By Time4advicetime4advice.co.ukHQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Iris Accountancyiris.co.ukHQ: Slough, United KingdomReported employees: 1,001-5,000 | Slough, United Kingdom | 1,001-5,000 | Exact match | 42 contacts → |
“IRIS is a long-established industry leader in accounting software and services for accountants and bookkeepers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fintegratefintegrate.co.ukHQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  aedon.accountingaedon.coHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Aedon.Accounting is a game-changer.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Exact Financial Systemsexactlibris.comHQ: Dover, United KingdomReported employees: 11-50 | Dover, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Exact Financial Systems are providers of the LIBRIS Financial Wealth Management Software Solution.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Steven Burton & CO Limitedstevenburtonandco.comHQ: Earls Colne, United KingdomReported employees: 1-10 | Earls Colne, United Kingdom | 1-10 | Exact match | 11 contacts → |
“At Steven Burton & Co, we know how busy running a business can be.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hexagon Software Grouphexagon.co.ukHQ: Highnam, United KingdomReported employees: 11-50 | Highnam, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Formed in 1973, Hexagon Software is one of the UK’s leading developers of specialist property and financial management software that focuses on usability and the delivery of real…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | PJE Accountants & Advisorspje.co.uk HQ: Lampeter, United KingdomReported employees: 11-50 | Lampeter, United Kingdom | 11-50 | Exact match | 8 contacts → |
“We offer a broad range of services and seek to provide a one stop shop approach to a client’s needs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Odyssey Wealth Managementodysseywealth.co.ukHQ: Milton Keynes, United KingdomReported employees: 1-10 | Milton Keynes, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Independent, Creative & Rigorous Odyssey Wealth Management is a financial advisory firm unlike most in the UK.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Microgen Financial Systemsmicrogen.comHQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 6 contacts → |
“Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | JGB Accountants And Business Advisorsjgbaccountants.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 3 contacts → |
“JGB are a Reputable, Vibrant and Forward Thinking Accountancy Firm Dedicated to the Success of our Clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Portal Soft LTDportalsoft.orgHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Your Partner in Financial Software Excellence” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fuze Applicationsfuze.website HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Revolutionising wealth management through cutting-edge technology” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  WYERwyer.vcHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WYER is investment management software designed for VCs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cooper Curtis Client Advisors And Accountantscoopercurtis.co.uk HQ: Uk, United KingdomReported employees: 1-10 | Uk, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Our passion is to help Clients improve their Wealth through a revolutionary new structured program at a pace to suit their ambitions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 47 company matches
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Accounting software companies for wealth management firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
47 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 47 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for accounting software companies for wealth management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many accounting software companies for wealth management firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 47 matching company records, 1,223 tracked contacts and 646 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Accounting software companies for wealth management firms by geography
- Accounting software companies for wealth management firms based in Australia
- Accounting software companies for wealth management firms based in Canada
- Accounting software companies for wealth management firms based in France
- Accounting software companies for wealth management firms based in India
- Accounting software companies for wealth management firms based in the United States
Cite this list
RevenueBase Data Team. Top 20 accounting software companies for wealth management firms based in the United Kingdom. Snapshot: September 27, 2026. https://revenuebase.ai/companies/accounting-software-companies-for-wealth-management-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Accounting software companies for wealth management firms based in Australia
- Accounting software companies for wealth management firms based in Canada
- Accounting software companies for wealth management firms based in France
- Accounting software companies for wealth management firms based in India
- Accounting software companies for wealth management firms based in the United States
- AI companies based in the United Kingdom
Company intelligence · public preview
Top 20 accounting software companies for wealth management firms based in the United Kingdom
RevenueBase records 47 matching company records for accounting software companies for wealth management firms based in the United Kingdom, with 1,223 tracked contacts and 646 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 accounting software companies for wealth management firms based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Titan Wealthtitanwh.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 448 contacts → |
“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Valuefyvaluefy.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealth Dynamixwealth-dynamix.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Curo By Time4advicetime4advice.co.uk HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Iris Accountancyiris.co.uk HQ: Slough, United KingdomReported employees: 1,001-5,000 | Slough, United Kingdom | 1,001-5,000 | Exact match | 42 contacts → |
“IRIS is a long-established industry leader in accounting software and services for accountants and bookkeepers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fintegratefintegrate.co.uk HQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | aedon.accountingaedon.co HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Aedon.Accounting is a game-changer.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Exact Financial Systemsexactlibris.com HQ: Dover, United KingdomReported employees: 11-50 | Dover, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Exact Financial Systems are providers of the LIBRIS Financial Wealth Management Software Solution.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Steven Burton & CO Limitedstevenburtonandco.com HQ: Earls Colne, United KingdomReported employees: 1-10 | Earls Colne, United Kingdom | 1-10 | Exact match | 11 contacts → |
“At Steven Burton & Co, we know how busy running a business can be.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hexagon Software Grouphexagon.co.uk HQ: Highnam, United KingdomReported employees: 11-50 | Highnam, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Formed in 1973, Hexagon Software is one of the UK’s leading developers of specialist property and financial management software that focuses on usability and the delivery of real…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | PJE Accountants & Advisorspje.co.uk HQ: Lampeter, United KingdomReported employees: 11-50 | Lampeter, United Kingdom | 11-50 | Exact match | 8 contacts → |
“We offer a broad range of services and seek to provide a one stop shop approach to a client’s needs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Odyssey Wealth Managementodysseywealth.co.uk HQ: Milton Keynes, United KingdomReported employees: 1-10 | Milton Keynes, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Independent, Creative & Rigorous Odyssey Wealth Management is a financial advisory firm unlike most in the UK.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Microgen Financial Systemsmicrogen.com HQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 6 contacts → |
“Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | JGB Accountants And Business Advisorsjgbaccountants.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 3 contacts → |
“JGB are a Reputable, Vibrant and Forward Thinking Accountancy Firm Dedicated to the Success of our Clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Portal Soft LTDportalsoft.org HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Your Partner in Financial Software Excellence” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fuze Applicationsfuze.website HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Revolutionising wealth management through cutting-edge technology” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WYERwyer.vc HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WYER is investment management software designed for VCs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cooper Curtis Client Advisors And Accountantscoopercurtis.co.uk HQ: Uk, United KingdomReported employees: 1-10 | Uk, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Our passion is to help Clients improve their Wealth through a revolutionary new structured program at a pace to suit their ambitions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 47 company matches
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Accounting software companies for wealth management firms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
47 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 47 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for accounting software companies for wealth management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many accounting software companies for wealth management firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 47 matching company records, 1,223 tracked contacts and 646 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 20 accounting software companies for wealth management firms based in the United Kingdom. Snapshot: September 27, 2026. https://revenuebase.ai/companies/accounting-software-companies-for-wealth-management-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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