Company lists · Data refreshed September 2026

Top 25 Automated financial advisory firms based in the United Kingdom

Name: Automated financial advisory firms based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 218 companies tracked

RevenueBase identified 218 automated financial advisory firms headquartered in the United Kingdom as of September 2026 and tracks 4,091 professional contacts across them, including 1,944 with verified work emails. London is the largest hub.

This list covers automated financial advisory firms 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 19, 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 19, 2026 86% judged on-target in blind review

218Companies

4,091Contacts tracked

1,944Verified emails

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The 25 largest automated financial advisory firms based in the United Kingdom

Ranked by team size

Top 25 of 218 automated financial advisory firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to automated financial advisory firms: 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	Intelliflo	Partial evidence	Wimbledon, United KingdomHQ checked Sep 19, 2026	201-500	485 contacts →
	Partial evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 19, 2026
2	Moneybox	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	443 contacts →
	Indirect evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 19, 2026
3	Benchmark Capital	Partial evidence	United KingdomHQ checked Sep 19, 2026	201-500	297 contacts →
	Partial evidence “We set the benchmark for financial planning advice, technology and solutions.” Source: RevenueBase Database · checked Sep 19, 2026
4	Moneyfarm	Indirect evidence	London, United KingdomHQ checked Sep 19, 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 19, 2026
5	Wealthify	Indirect evidence	Cardiff, United KingdomHQ checked Sep 19, 2026	11-50	137 contacts →
	Indirect evidence “Take the hard work out of managing your money with Wealthify.” Source: RevenueBase Database · checked Sep 19, 2026
6	Focus Advice Technology	Partial evidence	Leamington Spa, United KingdomHQ checked Sep 19, 2026	51-200	126 contacts →
	Partial evidence “At Focus, we specialise in advice technology that helps financial services firms deliver smarter, faster, and more engaging client experiences.” Source: RevenueBase Database · checked Sep 19, 2026
7	Wealth Wizards	Partial evidence	United KingdomHQ checked Sep 19, 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 19, 2026
8	Unbiased	Partial evidence	London, United KingdomHQ checked Sep 19, 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 19, 2026
9	Timeline	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	88 contacts →
	Partial evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 19, 2026
10	EV	Indirect evidence	Newbury Business Park, United KingdomHQ checked Sep 19, 2026	51-200	86 contacts →
	Indirect evidence “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: RevenueBase Database · checked Sep 19, 2026
11	Novia Global	Indirect evidence	Bath, United KingdomHQ checked Sep 19, 2026	51-200	78 contacts →
	Indirect evidence “Novia Global is an international online wealth management platform.” Source: RevenueBase Database · checked Sep 19, 2026
12	Dunstan Thomas DT	Indirect evidence	Portsmouth, United KingdomHQ checked Sep 19, 2026	51-200	70 contacts →
	Indirect evidence “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: RevenueBase Database · checked Sep 19, 2026
13	Fundment	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	64 contacts →
	Partial evidence “We've built Fundment to propel financial advice businesses through technology.” Source: RevenueBase Database · checked Sep 19, 2026
14	Apex Fintech Solutions UK	Indirect evidence	Belfast, United KingdomHQ checked Sep 19, 2026	51-200	64 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 19, 2026
15	Curo By Time4advice	Partial evidence	Norwich, United KingdomHQ checked Sep 19, 2026	11-50	55 contacts →
	Partial evidence “We’re out to disrupt financial planning technology.” Source: RevenueBase Database · checked Sep 19, 2026
16	Arabesque	Indirect evidence	London, United KingdomHQ checked Sep 19, 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 19, 2026
17	True Potential Wealth Management LLP	Indirect evidence	Gorseinon Swansea, United KingdomHQ checked Sep 19, 2026	n/a	40 contacts →
	Indirect evidence “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Source: RevenueBase Database · checked Sep 19, 2026
18	ITI Capital	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	39 contacts →
	Partial evidence “Authorised and regulated by the Financial Conduct Authority, ITI Capital is an emerging markets-focussed brokerage firm that services a diverse set of clients.” Source: RevenueBase Database · checked Sep 19, 2026
19	Compass Wealth Management Consultants LTD	Partial evidence	Waterlooville, United KingdomHQ checked Sep 19, 2026	51-200	33 contacts →
	Partial evidence “Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers From a modest beginning in 2001 Compass has become one of the most…” Source: RevenueBase Database · checked Sep 19, 2026
20	EMMA	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	11-50	31 contacts →
	Indirect evidence “Take control of your money.” Source: RevenueBase Database · checked Sep 19, 2026
21	Collidr	Indirect evidence	London, United KingdomHQ checked Sep 19, 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 19, 2026
22	Synaptic	Strong evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	23 contacts →
	Strong evidence “At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Source: RevenueBase Database · checked Sep 19, 2026
23	Oval Money	Indirect evidence	London, United KingdomHQ checked Sep 19, 2026	201-500	23 contacts →
	Indirect evidence “Oval Money is a fintech company with one soul and two brands - Oval and OvalX, each reflecting a product.” Source: RevenueBase Database · checked Sep 19, 2026
24	Rimbal	Partial evidence	London, United KingdomHQ checked Sep 19, 2026	51-200	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 19, 2026
25	Throgmorton Capital Management	Partial evidence	Manchester, United KingdomHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “We help people throughout the country to achieve their financial goals by providing personalised financial planning and expert investment management services.” Source: RevenueBase Database · checked Sep 19, 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: automated financial advisory firms. 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 automated financial advisory firms.
Partial evidence: Its own public description names part of automated financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated financial advisory firms. 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 218 automated financial advisory firms based in the United Kingdom

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Automated financial advisory firms based in the United Kingdom at a glance

As of Sep 19, 2026

47.5%Verified-email coverage

18.8Average contacts per company

1-10Median size (employees)

59.2%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

127

11-50

51-200

201-500

501-1,000

1,001-5,000

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 218 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 automated financial advisory firms, 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 “automated financial advisory firms”. 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 automated financial advisory firms), 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 automated financial advisory firms, 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, 1,944 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 19, 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.

Automated financial advisory firms by metro

Automated financial advisory firms 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 automated financial advisory firms, 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 automated financial advisory firms are there based in the United Kingdom?

RevenueBase identified 218 automated financial advisory firms 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?

Intelliflo, headquartered in Wimbledon, tops this list with the largest team on record.

Which city has the most automated financial advisory firms?

London leads with 129 headquartered companies, followed by Edinburgh (4) and Bath (3).

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 1,944 verified decision-maker contacts tracked across these 218 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 19, 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.