Company lists · Data refreshed September 2026

Top 25 Artificial intelligence financial advisors based in the United Kingdom

RevenueBase identified 169 company matches for artificial intelligence financial advisors associated with 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 company matches for artificial intelligence financial advisors 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 27, 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 27, 2026 How this list was built
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 company matches for artificial intelligence financial advisors based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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 27, 2026201-500500 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Sep 27, 2026201-500208 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 · Sep 27, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Sep 27, 202651-200197 contacts →

Exact match

“Galytix (GX) is a specialised AI firm built exclusively for financial institutions.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchUnited KingdomHQ recorded Sep 27, 202651-200105 contacts →

Exact match

“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Sep 27, 202651-20097 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 · Sep 27, 2026 · View company records in RevenueBase
6Exact matchLondon, United KingdomHQ recorded Sep 27, 2026201-50053 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 · Sep 27, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5035 contacts →

Exact match

“We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5034 contacts →

Exact match

“SigTech is ushering in a new era where human experts and AI agents collaborate together to accomplish what was impossible before.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5031 contacts →

Exact match

“Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5027 contacts →

Exact match

“Enterprise-grade AI for Finance.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5026 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 · Sep 27, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5018 contacts →

Exact match

“Multiply is an award-winning WealthTech company based in the UK, founded in 2016.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Sep 27, 20261-1018 contacts →

Exact match

“Stratiphy is an FCA-authorised investment platform helping everyday investors build personalised, AI-powered strategies, without needing to be a professional to do it.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchClerkenwell, United KingdomHQ recorded Sep 27, 202611-5016 contacts →

Exact match

“Coinrule lets you automate your investments across with AI to protect your funds and catch the next great market opportunity - AI Agentic Trading Unlocked.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Sep 27, 202651-20016 contacts →

Exact match

“Innovation Meets Excellence Providing transformative AI solutions.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5015 contacts →

Exact match

“Desia is the system of intelligence providing advanced AI applications for productivity, automation and analytics for financial services.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5015 contacts →

Exact match

“AI Agents for Financial Services.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchLondon, United KingdomHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
19Exact matchLondon, United KingdomHQ recorded Sep 27, 20261-1014 contacts →

Exact match

“Unlocking Insights.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5014 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
22Exact matchChorley, United KingdomHQ recorded Sep 27, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23Exact matchWinchester, United KingdomHQ recorded Sep 27, 202611-5011 contacts →

Exact match

“Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5011 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25Exact matchLondon, United KingdomHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase

Showing 25 of 169 artificial intelligence financial advisors based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 833 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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
56
51-200
7
201-500
6

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

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 “artificial intelligence financial advisors” 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 833 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 27, 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 “artificial intelligence financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 169 company matches for artificial intelligence financial advisors 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?

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

Which city has the most artificial intelligence financial advisors?

London leads with 129 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 833 professional contacts with verified work emails tracked across these 169 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 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 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.