Company lists · Data refreshed September 2026
Top 17 Asset management consulting firms based in Leeds, United Kingdom
RevenueBase identified 42 company matches for asset management consulting firms associated with Leeds, United Kingdom as of September 2026 and tracks 1,175 professional contacts across them, including 727 with verified work emails. Across the United Kingdom, London is the largest hub for this category (728 companies); Leeds has 42.
This list covers company matches for asset management consulting firms associated with Leeds, 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 14, 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.
The 17 largest asset management consulting firms based in Leeds, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 415 contacts → | ||||
Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 2 | 339 contacts → | ||||
Exact match “2plan wealth management is the UK's largest independent advisory firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 3 | 188 contacts → | ||||
Exact match “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 4 | 16 contacts → | ||||
Exact match “TFAS Wealth offers independent, conveniently remote financial advice to clients across the UK.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “At Berry & Oak, it's our mission to help you and your family live the life you want, free from worries about what the future might hold.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “Based in the financial centre of Leeds, MacIntosh James & Partners provides unrivalled wealth management services to meet the personal needs of our clients.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “CLARITY WEALTH LIMITED is a financial services company based out of United Kingdom.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “At Victoria Court Private Clients, we place our clients at the heart of the business.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Creating financial freedom by delivering end-to-end investment strategies to meet our client’s needs.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Cove Financial Planning is an independent financial planning business.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Discover our independent financial advice… Wherever you are on your financial planning journey, our team of experienced independent financial advisers are here to help you build a…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “We provide independent financial advice to private individuals, owner-managed businesses and company directors.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Welcome to Agile.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “At AD Wealth our objective is to deliver clear financial solutions which precisely match your needs by gaining a thorough understanding of your personal and business goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “At Pimblott Financial Solutions our approach is simple – we listen to what you need and do everything we can to ensure your experience with us is a rewarding and enjoyable one.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Financial Planning and Wealth Management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Palm Financial Management - We provide bespoke financial advice and management personalised to your unique requirements, to help you achieve your financial goals” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 17 of 42 asset management consulting firms based in Leeds, United Kingdom
See the full list, filter by size, metro and specialty, and access 727 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Asset management consulting firms based in Leeds, United Kingdom at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Leeds, so it is reported there. Company counts and contact totals on this page are exact for Leeds, over 42 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 Leeds, United Kingdom whose business descriptions match “asset management consulting firms” 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 727 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 14, 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.
Asset management consulting firms by metro in the United Kingdom
- Asset management consulting firms in London728
- Asset management consulting firms in Manchester59
- Asset management consulting firms in Edinburgh48
- Asset management consulting firms in Glasgow44
- Asset management consulting firms in Bristol41
- Asset management consulting firms in Birmingham34
- Asset management consulting firms in Nottingham27
- Asset management consulting firms in Cardiff26
- Asset management consulting firms in Newcastle Upon Tyne26
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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management consulting firms are there based in Leeds, United Kingdom?
RevenueBase identified 42 company matches for asset management consulting firms associated with Leeds, 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?
Progeny 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 asset management consulting firms?
London leads the United Kingdom with 728 company records, followed by Manchester (59) and Edinburgh (48). Leeds has 42.
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 727 professional contacts with verified work emails tracked across these 42 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 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 42 asset management consulting firms based in Leeds, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 17 asset management consulting firms based in Leeds, United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 42 matching company records for asset management consulting firms based in Leeds, United Kingdom, with 1,175 tracked contacts and 727 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 asset management consulting firms based in Leeds, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Progenytheprogenygroup.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  2plan Wealth Management LTD2plan.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 339 contacts → |
“2plan wealth management is the UK's largest independent advisory firm.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tfas Wealth Limitedtfaswealth.comHQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 16 contacts → |
“TFAS Wealth offers independent, conveniently remote financial advice to clients across the UK.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Berry & OAKberryandoak.comHQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 10 contacts → |
“At Berry & Oak, it's our mission to help you and your family live the life you want, free from worries about what the future might hold.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Macintosh James & Partnersmjpwm.comHQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Based in the financial centre of Leeds, MacIntosh James & Partners provides unrivalled wealth management services to meet the personal needs of our clients.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Clarity Wealth Limitedclaritywealth.co.ukHQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 8 contacts → |
“CLARITY WEALTH LIMITED is a financial services company based out of United Kingdom.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Victoria Court Private Clientsvcpc.co.ukHQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 7 contacts → |
“At Victoria Court Private Clients, we place our clients at the heart of the business.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Beyond Asset Managementbeyond-am.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Creating financial freedom by delivering end-to-end investment strategies to meet our client’s needs.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cove Financial Planningcovefp.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Cove Financial Planning is an independent financial planning business.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lazenby's Financial Serviceslazenbysfs.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Discover our independent financial advice… Wherever you are on your financial planning journey, our team of experienced independent financial advisers are here to help you build a…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Langford Turnbull LTDlangfordturnbull.comHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“We provide independent financial advice to private individuals, owner-managed businesses and company directors.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Agile Independent Financial Advice LTDagileifa.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Welcome to Agile.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  AD Wealthadwealth.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“At AD Wealth our objective is to deliver clear financial solutions which precisely match your needs by gaining a thorough understanding of your personal and business goals.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Pimblott Financial Solutionspimblott.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 1 contacts → |
“At Pimblott Financial Solutions our approach is simple – we listen to what you need and do everything we can to ensure your experience with us is a rewarding and enjoyable one.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Flowers Mcewan LTDflowersmcewan.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Financial Planning and Wealth Management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Palm Financial Management LTDpalmfinancial.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Palm Financial Management - We provide bespoke financial advice and management personalised to your unique requirements, to help you achieve your financial goals” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 42 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management consulting firms: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Leeds, so it is reported there. Company counts and contact totals on this page are exact for Leeds, over 42 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management consulting firms by metro in the United Kingdom
- Asset management consulting firms in London728
- Asset management consulting firms in Manchester59
- Asset management consulting firms in Edinburgh48
- Asset management consulting firms in Glasgow44
- Asset management consulting firms in Bristol41
- Asset management consulting firms in Birmingham34
- Asset management consulting firms in Nottingham27
- Asset management consulting firms in Cardiff26
- Asset management consulting firms in Newcastle Upon Tyne26
Questions about this company list
What does Exact match mean for asset management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management consulting firms did RevenueBase find based in Leeds, United Kingdom?
The saved snapshot records 42 matching company records, 1,175 tracked contacts and 727 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 17 asset management consulting firms based in Leeds, United Kingdom. Snapshot: September 14, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/united-kingdom/leeds.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 17 asset management consulting firms based in Leeds, United Kingdom
RevenueBase records 42 matching company records for asset management consulting firms based in Leeds, United Kingdom, with 1,175 tracked contacts and 727 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 asset management consulting firms based in Leeds, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Progenytheprogenygroup.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 2plan Wealth Management LTD2plan.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 339 contacts → |
“2plan wealth management is the UK's largest independent advisory firm.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tfas Wealth Limitedtfaswealth.com HQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 16 contacts → |
“TFAS Wealth offers independent, conveniently remote financial advice to clients across the UK.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Berry & OAKberryandoak.com HQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 10 contacts → |
“At Berry & Oak, it's our mission to help you and your family live the life you want, free from worries about what the future might hold.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Macintosh James & Partnersmjpwm.com HQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Based in the financial centre of Leeds, MacIntosh James & Partners provides unrivalled wealth management services to meet the personal needs of our clients.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Clarity Wealth Limitedclaritywealth.co.uk HQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 8 contacts → |
“CLARITY WEALTH LIMITED is a financial services company based out of United Kingdom.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Victoria Court Private Clientsvcpc.co.uk HQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 7 contacts → |
“At Victoria Court Private Clients, we place our clients at the heart of the business.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Beyond Asset Managementbeyond-am.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Creating financial freedom by delivering end-to-end investment strategies to meet our client’s needs.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cove Financial Planningcovefp.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Cove Financial Planning is an independent financial planning business.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lazenby's Financial Serviceslazenbysfs.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Discover our independent financial advice… Wherever you are on your financial planning journey, our team of experienced independent financial advisers are here to help you build a…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Langford Turnbull LTDlangfordturnbull.com HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“We provide independent financial advice to private individuals, owner-managed businesses and company directors.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Agile Independent Financial Advice LTDagileifa.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Welcome to Agile.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | AD Wealthadwealth.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 2 contacts → |
“At AD Wealth our objective is to deliver clear financial solutions which precisely match your needs by gaining a thorough understanding of your personal and business goals.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Pimblott Financial Solutionspimblott.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 1 contacts → |
“At Pimblott Financial Solutions our approach is simple – we listen to what you need and do everything we can to ensure your experience with us is a rewarding and enjoyable one.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Flowers Mcewan LTDflowersmcewan.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Financial Planning and Wealth Management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Palm Financial Management LTDpalmfinancial.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Palm Financial Management - We provide bespoke financial advice and management personalised to your unique requirements, to help you achieve your financial goals” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 42 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management consulting firms: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Leeds, so it is reported there. Company counts and contact totals on this page are exact for Leeds, over 42 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management consulting firms by metro in the United Kingdom
- Asset management consulting firms in London728
- Asset management consulting firms in Manchester59
- Asset management consulting firms in Edinburgh48
- Asset management consulting firms in Glasgow44
- Asset management consulting firms in Bristol41
- Asset management consulting firms in Birmingham34
- Asset management consulting firms in Nottingham27
- Asset management consulting firms in Cardiff26
- Asset management consulting firms in Newcastle Upon Tyne26
Questions about this company list
What does Exact match mean for asset management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management consulting firms did RevenueBase find based in Leeds, United Kingdom?
The saved snapshot records 42 matching company records, 1,175 tracked contacts and 727 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 17 asset management consulting firms based in Leeds, United Kingdom. Snapshot: September 14, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/united-kingdom/leeds.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil