Company lists · Data refreshed October 2026

Top 25 AI investment advice software companies based in London, United Kingdom

RevenueBase identified 101 company matches for AI investment advice software companies associated with London, United Kingdom as of October 2026 and tracks 1,098 professional contacts across them, including 490 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers company matches for AI investment advice software companies associated with London, 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 October 20, 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 Oct 20, 2026 How this list was built
101Companies
1,098Contacts tracked
490Verified emails
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The 25 largest AI investment advice software companies based in London, United Kingdom

Ranked by team size
Top 25 of 101 company matches for AI investment advice software companies based in London, United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 20, 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 Oct 20, 2026201-500225 contacts →

Exact match

“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Oct 20, 202651-20099 contacts →

Exact match

“Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Oct 20, 202651-20095 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4Exact matchLondon, United KingdomHQ recorded Oct 20, 2026201-50054 contacts →

Exact match

“Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-5047 contacts →

Exact match

“Enterprise-grade AI for Finance.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-5027 contacts →

Exact match

“About us Collidr is a fintech disruptor, applying the power of AI-driven technology to deliver better outcomes to all investors through our services – which include model…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Oct 20, 202651-20016 contacts →

Exact match

“Innovation Meets Excellence Providing transformative AI solutions.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-1013 contacts →

Exact match

“Otto is a client interaction platform that provides a next-generation experience for advisors and clients, seamlessly integrating AI-driven insights and workflow automation with…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-5012 contacts →

Exact match

“Zenpulsar is pioneering the next generation of multi-agent AI systems for institutional investors.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Oct 20, 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 · Oct 20, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-1010 contacts →

Exact match

“Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Oct 20, 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 · Oct 20, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-509 contacts →

Exact match

“Digital Clipboard is an AI-powered client onboarding app for wealth, insurance and mortgage advisors.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-508 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-108 contacts →

Exact match

“equitably.ai provides AI business solutions to investors and their companies and is based in London’s Tech City.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-507 contacts →

Exact match

“Zugo has been built to disrupt financial services and to close The Advice Gap.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-105 contacts →

Exact match

“SCM Direct is an award-winning online wealth manager founded in 2009 by Gina and Alan Miller.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-105 contacts →

Exact match

“We built Count for people who feel stuck with their money.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-505 contacts →

Exact match

“Brown Armadillo Limited is a company of financial advisors and consultants with headquarters in Hong Kong, we started operation in 2007.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-104 contacts →

Exact match

“Anchorstone is a capital advisory and fund platform specialising in institutional debt, private equity / credit, and UHNW investment solutions.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-104 contacts →

Exact match

“Templi is an agentic AI operating system for automating all aspects of financial advise.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-104 contacts →

Exact match

“AI driven asset management”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-104 contacts →

Exact match

“DDW is a technology firm that provides HNWI, family offices and eligible first-time investors access to AI-powered Hedge Fund investments through it's regulated entities.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Oct 20, 202611-503 contacts →

Exact match

“Combining expert insights and learning algorithms, Rosecut provides impartial digital investment services while keeping fees lower for investors.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25Exact matchLondon, United KingdomHQ recorded Oct 20, 20261-103 contacts →

Exact match

“Zola Analytics transforms how investment professionals work with data.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase

Showing 25 of 101 AI investment advice software companies based in London, United Kingdom

See the full list, filter by size, metro and specialty, and access 490 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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AI investment advice software companies based in London, United Kingdom at a glance

As of Oct 20, 2026
44.6%Verified-email coverage
10.9Average contacts per company
1-10Median size (employees)
Oct 20, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
30
51-200
4
201-500
3

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 101 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 London, United Kingdom whose business descriptions match “AI investment advice software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 490 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 October 20, 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 “AI investment advice software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many AI investment advice software companies are there based in London, United Kingdom?

RevenueBase identified 101 company matches for AI investment advice software companies associated with London, United Kingdom as of October 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?

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

Which city in the United Kingdom has the most AI investment advice software companies?

London leads the United Kingdom with 101 company records, followed by Birmingham (2) and Cardiff (2).

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 490 professional contacts with verified work emails tracked across these 101 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 October 20, 2026.

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About this data

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