Company lists · Data refreshed September 2026

Top 25 AI assistants for financial service providers based in the United Kingdom

RevenueBase identified 107 company matches for AI assistants for financial service providers associated with the United Kingdom as of September 2026 and tracks 1,266 professional contacts across them, including 391 with verified work emails. London is the largest hub.

This list covers company matches for AI assistants for financial service providers 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 19, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
107Companies
1,266Contacts tracked
391Verified emails
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The 25 largest AI assistants for financial service providers based in the United Kingdom

Ranked by team size
Top 25 of 107 company matches for AI assistants for financial service providers based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 matchLondon, United KingdomHQ recorded Sep 19, 2026201-500226 contacts →

Exact match

“FintechOS is the AI platform for financial product operations.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchEdinburgh, United KingdomHQ recorded Sep 19, 202651-20084 contacts →

Exact match

“AI built for Financial Services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Sep 19, 202651-20074 contacts →

Exact match

“intellimation.ai is an enterprise AI software provider, not a model lab, not a chatbot, that builds production AI applications operating at the inference layer, wrapping any…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5043 contacts →

Exact match

“Gradient Labs is the conversational AI platform transforming customer operations in financial services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5032 contacts →

Exact match

“At Veyn.ai, we are at the forefront of innovation, transforming the way businesses connect with their customers through advanced Conversational AI and Generative AI technologies.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchBelfast, United KingdomHQ recorded Sep 19, 202611-5030 contacts →

Exact match

“At Syndeo, our name means “to connect”, and that’s exactly what we help brands do: connect with customers through smarter, more human conversations.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5027 contacts →

Exact match

“Enterprise-grade AI for Finance.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5022 contacts →

Exact match

“ConnectiveOne is an omnichannel AI communication platform designed to help companies deliver top-tier customer service.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“CLEVVA specializes in Virtual Agents.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“From pioneering AI and NLP in Latin America to achieving US$3M in sales, Alana has shaped the way brands and customers connect.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Sep 19, 202651-20019 contacts →

Exact match

“Rimbal builds the operating infrastructure for financial advice - from human-led to AI-driven - and provides everything you need to run your financial advice business.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Sep 19, 20261-1015 contacts →

Exact match

“Fully Autonomous Customer Experiences Our autonomous AI technology handles all customer interactions seamlessly, with no need for human agents.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5015 contacts →

Exact match

“AI Agents for Financial Services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Sep 19, 20261-1015 contacts →

Exact match

“Otto is an AI-powered copilot for wealth managers, designed to streamline and automate essential advisory admin workflows.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5013 contacts →

Exact match

“Orbit is an AI-powered platform for financial services, combining an AI Studio with a comprehensive knowledge base giving you an accuracy, transparency, and efficiency that was…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5010 contacts →

Exact match

“Businesses use only a fraction of the data they need to make financial decisions because that data is difficult to retrieve and analyse at scale.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-5010 contacts →

Exact match

“ABAKA is an award-winning Enterprise SaaS platform, powered by Artificial Intelligence, specifically designed to create digital customer engagements and digital advice on wealth…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchColchester, United KingdomHQ recorded Sep 19, 202611-509 contacts →

Exact match

“VoxMe | Your AI Assistant to Connect, Engage & Grow VoxMe is the intelligent assistant that helps your brand connect people, automate service, and boost customer loyalty, across…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchLondon, United KingdomHQ recorded Sep 19, 20261-109 contacts →

Exact match

“Starlight AI builds purpose-built AI for financial services, helping fund administrators, private markets firms, and insurance providers automate their most time-intensive…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-507 contacts →

Exact match

“INATIGO-A Global WealthTech100-Listed Research, Innovation & AI technology company.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchEdinburgh, United KingdomHQ recorded Sep 19, 20261-106 contacts →

Exact match

“Alsun AI delivers advanced AI-powered call automation that replaces or enhances your customer support and sales development (SDR) functions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchLondon, United KingdomHQ recorded Sep 19, 20261-106 contacts →

Exact match

“Avenir is a generative AI chat for advisory firms, connecting with key industry platforms and back office systems to provide real time client data in a conversational way.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchDaresbury, United KingdomHQ recorded Sep 19, 202651-2005 contacts →

Exact match

“Welcome to the home of GenAi-enabled customer contact solutions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Sep 19, 202611-505 contacts →

Exact match

“Planda is a B2B AI platform that helps wealth managers, banks, and financial services firms turn fragmented customer data into commercially actionable intelligence.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchLondon, United KingdomHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Blinko is the AI-powered chat integrated with banking services, specifically designed to provide Gen Z with relevant financial guidance and "text to banking" capabilities.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 107 AI assistants for financial service providers based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 391 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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AI assistants for financial service providers based in the United Kingdom at a glance

As of Sep 19, 2026
30.9%Verified-email coverage
11.8Average contacts per company
1-10Median size (employees)
62.6%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
62
11-50
38
51-200
5
201-500
2

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 107 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 “AI assistants for financial service providers” 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 391 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 19, 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.

AI assistants for financial service providers by metro

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 “AI assistants for financial service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many AI assistants for financial service providers are there based in the United Kingdom?

RevenueBase identified 107 company matches for AI assistants for financial service providers 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?

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

Which city has the most AI assistants for financial service providers?

London leads with 67 company records, followed by Edinburgh (6) and Manchester (3).

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 391 professional contacts with verified work emails tracked across these 107 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 107 AI assistants for financial service providers based in the United Kingdom. Start with a free account, no credit card.

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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.