Company lists · Data refreshed September 2026

Top 25 Artificial intelligence financial advisors based in the United Kingdom

Name: Artificial intelligence financial advisors based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 169 companies tracked

RevenueBase identified 169 artificial intelligence financial advisors headquartered in the United Kingdom as of September 2026 and tracks 2,568 professional contacts across them, including 833 with verified work emails. London is the largest hub.

This list covers artificial intelligence financial 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.

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

169Companies

2,568Contacts tracked

833Verified emails

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The 25 largest artificial intelligence financial advisors based in the United Kingdom

Ranked by team size

Top 25 of 169 artificial intelligence financial advisors 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 artificial intelligence financial advisors: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	CLEO	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	201-500	500 contacts →
	Partial evidence “Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Source: RevenueBase Database · checked Sep 27, 2026
2	Moneyfarm	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	201-500	208 contacts →
	Indirect evidence “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Source: RevenueBase Database · checked Sep 27, 2026
3	Galytix	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	51-200	197 contacts →
	Partial evidence “Galytix (GX) is a specialised AI firm built exclusively for financial institutions.” Source: RevenueBase Database · checked Sep 27, 2026
4	Wealth Wizards	Partial evidence	United KingdomHQ checked Sep 27, 2026	51-200	105 contacts →
	Partial evidence “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Source: RevenueBase Database · checked Sep 27, 2026
5	Unbiased	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	51-200	97 contacts →
	Partial 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, 2026
6	Arabesque	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	201-500	53 contacts →
	Indirect 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, 2026
7	Oxford Risk	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	35 contacts →
	Partial evidence “We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…” Source: RevenueBase Database · checked Sep 27, 2026
8	Sigtech	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	34 contacts →
	Indirect evidence “SigTech is ushering in a new era where human experts and AI agents collaborate together to accomplish what was impossible before.” Source: RevenueBase Database · checked Sep 27, 2026
9	Aventur	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	31 contacts →
	Partial evidence “Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.” Source: RevenueBase Database · checked Sep 27, 2026
10	Finster AI	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	27 contacts →
	Indirect evidence “Enterprise-grade AI for Finance.” Source: RevenueBase Database · checked Sep 27, 2026
11	Collidr	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	26 contacts →
	Indirect 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, 2026
12	Multiply	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	18 contacts →
	Indirect evidence “Multiply is an award-winning WealthTech company based in the UK, founded in 2016.” Source: RevenueBase Database · checked Sep 27, 2026
13	Stratiphy	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	1-10	18 contacts →
	Indirect 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, 2026
14	Coinrule YC	Indirect evidence	Clerkenwell, United KingdomHQ checked Sep 27, 2026	11-50	16 contacts →
	Indirect 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, 2026
15	Attix AI UK	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	51-200	16 contacts →
	Indirect evidence “Innovation Meets Excellence Providing transformative AI solutions.” Source: RevenueBase Database · checked Sep 27, 2026
16	DESIA	Strong evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	15 contacts →
	Strong 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, 2026
17	Covecta	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	15 contacts →
	Partial evidence “AI Agents for Financial Services.” Source: RevenueBase Database · checked Sep 27, 2026
18	OTTO	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	1-10	15 contacts →
	Partial 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, 2026
19	Kiteedge	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	1-10	14 contacts →
	Indirect evidence “Unlocking Insights.” Source: RevenueBase Database · checked Sep 27, 2026
20	Zenpulsar	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	14 contacts →
	Indirect evidence “Zenpulsar is pioneering the next generation of multi-agent AI systems for institutional investors.” Source: RevenueBase Database · checked Sep 27, 2026
21	Orbit Financial Technology	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	13 contacts →
	Partial 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, 2026
22	Fintegrate	Strong evidence	Chorley, United KingdomHQ checked Sep 27, 2026	11-50	13 contacts →
	Strong 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
23	Automwrite	Partial evidence	Winchester, United KingdomHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Source: RevenueBase Database · checked Sep 27, 2026
24	Digital Clipboard	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “Digital Clipboard is an AI-powered client onboarding app for wealth, insurance and mortgage advisors.” Source: RevenueBase Database · checked Sep 27, 2026
25	Plural AI	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	10 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026

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: artificial intelligence financial 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 artificial intelligence financial advisors.
Partial evidence: Its own public description names part of artificial intelligence financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name artificial intelligence financial 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 169 artificial intelligence financial advisors based in the United Kingdom

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Artificial intelligence financial advisors based in the United Kingdom at a glance

As of Sep 27, 2026

32.4%Verified-email coverage

15.2Average contacts per company

1-10Median size (employees)

76.3%Largest-city concentration · London

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

100

11-50

51-200

201-500

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 169 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 artificial intelligence financial 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 “artificial intelligence financial 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 artificial intelligence financial 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 artificial intelligence financial 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, 833 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.

Artificial intelligence financial advisors by metro

Artificial intelligence financial advisors in London129

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 artificial intelligence financial 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 artificial intelligence financial advisors are there based in the United Kingdom?

RevenueBase identified 169 artificial intelligence financial 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?

CLEO, headquartered in London, tops this list with the largest team on record.

Which city has the most artificial intelligence financial advisors?

London leads with 129 headquartered companies, followed by Birmingham (2) and Edinburgh (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 833 verified decision-maker contacts tracked across these 169 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.