Company lists · Data refreshed September 2026

Top 25 Advisor software companies based in the United Kingdom

RevenueBase identified 61 advisor software companies headquartered in the United Kingdom as of September 2026 and tracks 1,450 professional contacts across them, including 807 with verified work emails. London is the largest hub.

This list covers advisor software companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
61Companies
1,450Contacts tracked
807Verified emails
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The 25 largest advisor software companies based in the United Kingdom

Ranked by team size
Top 25 of 61 advisor software companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWimbledon, United KingdomHQ checked Sep 27, 2026201-500485 contacts →

Partial evidence

“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceUnited KingdomHQ checked Sep 27, 2026201-500297 contacts →

Indirect evidence

“We set the benchmark for financial planning advice, technology and solutions.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceLondon, United KingdomHQ checked Sep 27, 202651-20088 contacts →

Partial evidence

“Timeline is the integrated ecosystem built for modern financial advisers.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceNewbury Business Park, United KingdomHQ checked Sep 27, 202651-20086 contacts →

Indirect evidence

“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidencePortsmouth, United KingdomHQ checked Sep 27, 202651-20070 contacts →

Indirect evidence

“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 27, 202651-20070 contacts →

Indirect evidence

“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceNorwich, United KingdomHQ checked Sep 27, 202611-5055 contacts →

Indirect evidence

“We’re out to disrupt financial planning technology.”

Source: RevenueBase Database · checked Sep 27, 2026
8Strong evidenceSt Martin, United KingdomHQ checked Sep 27, 20261-1029 contacts →

Strong evidence

“JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceTring, United KingdomHQ checked Sep 27, 202611-5023 contacts →

Partial evidence

“Whistlebrook has specialised in providing innovative software solutions for Financial Institutions since 1997.”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceLondon, United KingdomHQ checked Sep 27, 202651-20023 contacts →

Strong evidence

“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceStamford, United KingdomHQ checked Sep 27, 20261-1014 contacts →

Indirect evidence

“Ningi - Technology to power up Financial Planning.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceChorley, United KingdomHQ checked Sep 27, 202611-5013 contacts →

Partial evidence

“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceDover, United KingdomHQ checked Sep 27, 202611-5012 contacts →

Partial evidence

“Exact Financial Systems are providers of the LIBRIS Financial Wealth Management Software Solution.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 27, 202651-2009 contacts →

Indirect evidence

“Equipos is now SimCorp.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidencePriorslee, United KingdomHQ checked Sep 27, 202611-507 contacts →

Partial evidence

“Established in Risk Free is a leading provider of financial software solutions for Insurance (Risk and General Insurers), Mortgage (Lenders,Brokers/IFAs) and financial markets.”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceMilton Keynes, United KingdomHQ checked Sep 27, 20261-107 contacts →

Partial evidence

“Independent, Creative & Rigorous Odyssey Wealth Management is a financial advisory firm unlike most in the UK.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 27, 202611-507 contacts →

Indirect evidence

“The SaaS Platform for Investment Management and Product Design.”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceFleet, United KingdomHQ checked Sep 27, 202651-2006 contacts →

Partial evidence

“Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceChelmsford, United KingdomHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“Founded in 1983, Biton quickly established a reputation for cost effective software solutions for the Investment Management industry by providing fully integrated front to back…”

Source: RevenueBase Database · checked Sep 27, 2026
20Partial evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceLondon, United KingdomHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“Zenith One enables human financial advisors to cost-effectively offer their customers access to financial advice.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceLeeds, United KingdomHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Digital Wealth Solutions puts human advice centre stage through the precise orchestration of every client interaction.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceBury St. Edmunds, United KingdomHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Martin-Redman Partners drive is to inform, empower and enhance the client experience through the imaginative application of technology.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceLondon, United KingdomHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Dashro was created to provide bespoke IT development solutions for Wealth, Fund and Asset Management institutions servicing small to medium-sized finance companies who believe…”

Source: RevenueBase Database · checked Sep 27, 2026
25Partial evidenceLondon, United KingdomHQ checked Sep 27, 20261-103 contacts →

Partial evidence

“Sphere is the business development software supercharging networking for financial services- First niche, finance-specific industry platform - Helping you to build a more valuable…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 61 advisor software companies based in the United Kingdom

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Advisor software companies based in the United Kingdom at a glance

As of Sep 27, 2026
55.7%Verified-email coverage
23.8Average contacts per company
1-10Median size (employees)
39.3%Largest-city concentration · London
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
16
51-200
8
201-500
4

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 61 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among advisor software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “advisor software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names advisor software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among advisor software companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 807 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names advisor software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many advisor software companies are there based in the United Kingdom?

RevenueBase identified 61 advisor software companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Intelliflo, headquartered in Wimbledon, tops this list with the largest team on record.

Which city has the most advisor software companies?

London leads with 24 headquartered companies, followed by Bristol (2) and Newbury (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 807 verified decision-maker contacts tracked across these 61 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.