Company lists · Data refreshed September 2026
Top 25 AI platforms for investment advisors based in the United Kingdom
RevenueBase identified 191 AI platforms for investment advisors headquartered in the United Kingdom as of September 2026 and tracks 1,846 professional contacts across them, including 623 with verified work emails. London is the largest hub.
This list covers AI platforms for investment advisors 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.
The 25 largest AI platforms for investment advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 97 contacts → | ||||
Strong evidence “Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 88 contacts → | ||||
Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 68 contacts → | ||||
Strong evidence “We provide a fully digitised, end-to-end investment platform that simplifies the complexities of the investor journey.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 53 contacts → | ||||
Partial evidence “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 47 contacts → | ||||
Indirect evidence “Aiviq gives global asset managers the clarity they need to compete.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 37 contacts → | ||||
Partial evidence “Launch and scale digital investment products with our flexible, all-in-one API.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 27 contacts → | ||||
Partial evidence “Enterprise-grade AI for Finance.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 26 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 19 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 19 contacts → | ||||
Strong evidence “Predictiva creates AI platforms which solve the most challenging market optimisation dilemmas.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 18 contacts → | ||||
Indirect evidence “Multiply is an award-winning WealthTech company based in the UK, founded in 2016.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 18 contacts → | ||||
Strong evidence “Stratiphy is an FCA-authorised investment platform helping everyday investors build personalised, AI-powered strategies, without needing to be a professional to do it.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 16 contacts → | ||||
Strong evidence “Coinrule lets you automate your investments across with AI to protect your funds and catch the next great market opportunity - AI Agentic Trading Unlocked.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 16 contacts → | ||||
Partial evidence “Innovation Meets Excellence Providing transformative AI solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 15 contacts → | ||||
Partial evidence “Desia is the system of intelligence providing advanced AI applications for productivity, automation and analytics for financial services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 15 contacts → | ||||
Strong evidence “Otto is an AI-powered copilot for wealth managers, designed to streamline and automate essential advisory admin workflows.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 14 contacts → | ||||
Strong evidence “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Indirect evidence “Unlocking Insights.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 14 contacts → | ||||
Strong evidence “PortF is a futureproof, AI-driven platform that centralises portfolio data, automates routine processes, and delivers real-time performance and risk insights.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 14 contacts → | ||||
Indirect evidence “Ningi - Technology to power up Financial Planning.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Partial evidence “Zenpulsar is pioneering the next generation of multi-agent AI systems for institutional investors.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 13 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 13 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 12 contacts → | ||||
Partial evidence “We are a machine learning company that builds explainable AI for investing.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 11 contacts → | ||||
Strong evidence “Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: AI platforms for investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names AI platforms for investment advisors.
- Partial evidence
- Its own public description names part of AI platforms for investment advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI platforms for investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 191 AI platforms for investment advisors based in the United Kingdom
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AI platforms for investment advisors 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 191 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 AI platforms for investment advisors, 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 “AI platforms for investment advisors”. 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 AI platforms for investment advisors), 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 AI platforms for investment advisors, 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, 623 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.
AI platforms for investment advisors by metro
- AI platforms for investment advisors in London145
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 AI platforms for investment advisors, 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 AI platforms for investment advisors are there based in the United Kingdom?
RevenueBase identified 191 AI platforms for investment advisors 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?
Unbiased, headquartered in London, tops this list with the largest team on record.
Which city has the most AI platforms for investment advisors?
London leads with 145 headquartered companies, followed by Birmingham (3) and Bath (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 623 verified decision-maker contacts tracked across these 191 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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Download this list →Related lists
AI platforms for investment advisors by geography
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- AI platforms for investment advisors based in Brazil
- AI platforms for investment advisors based in Canada
- AI platforms for investment advisors based in France
- AI platforms for investment advisors based in Germany
- AI platforms for investment advisors based in Hong Kong
- AI platforms for investment advisors based in India
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.
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