Company lists · Data refreshed September 2026

Top 25 Automated financial planning platforms based in the United Kingdom

Name: Automated financial planning platforms 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 155 companies tracked

RevenueBase identified 155 automated financial planning platforms headquartered in the United Kingdom as of September 2026 and tracks 2,508 professional contacts across them, including 1,200 with verified work emails. London is the largest hub.

This list covers automated financial planning platforms 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

155Companies

2,508Contacts tracked

1,200Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest automated financial planning platforms based in the United Kingdom

Ranked by team size

Top 25 of 155 automated financial planning platforms 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 automated financial planning platforms: 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 27, 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 27, 2026
2	Benchmark Capital	Strong evidence	United KingdomHQ checked Sep 27, 2026	201-500	297 contacts →
	Strong evidence “We set the benchmark for financial planning advice, technology and solutions.” Source: RevenueBase Database · checked Sep 27, 2026
3	Valuefy	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	51-200	206 contacts →
	Partial evidence “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” 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	Strong evidence	London, United KingdomHQ checked Sep 27, 2026	51-200	97 contacts →
	Strong evidence “Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Source: RevenueBase Database · checked Sep 27, 2026
6	Timeline	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	51-200	88 contacts →
	Partial evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 27, 2026
7	EV	Indirect evidence	Newbury Business Park, United KingdomHQ checked Sep 27, 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 27, 2026
8	Dunstan Thomas DT	Indirect evidence	Portsmouth, United KingdomHQ checked Sep 27, 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 27, 2026
9	Curo By Time4advice	Strong evidence	Norwich, United KingdomHQ checked Sep 27, 2026	11-50	55 contacts →
	Strong evidence “We’re out to disrupt financial planning technology.” Source: RevenueBase Database · checked Sep 27, 2026
10	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
11	EMMA	Indirect evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	31 contacts →
	Indirect evidence “Take control of your money.” Source: RevenueBase Database · checked Sep 27, 2026
12	Huguenot Services Limited	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	28 contacts →
	Partial evidence “Huguenots creates powerful automated investment reporting for the fund management industry.” Source: RevenueBase Database · checked Sep 27, 2026
13	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
14	Synaptic	Strong evidence	London, United KingdomHQ checked Sep 27, 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 27, 2026
15	Rimbal	Partial evidence	London, United KingdomHQ checked Sep 27, 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 27, 2026
16	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
17	Stratiphy	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	1-10	18 contacts →
	Partial 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
18	Coinrule YC	Partial evidence	Clerkenwell, United KingdomHQ checked Sep 27, 2026	11-50	16 contacts →
	Partial 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
19	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
20	Succession Advisory Services LTD	Strong evidence	Birmingham, United KingdomHQ checked Sep 27, 2026	1-10	14 contacts →
	Strong evidence “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Source: RevenueBase Database · checked Sep 27, 2026
21	NINGI	Strong evidence	Stamford, United KingdomHQ checked Sep 27, 2026	1-10	14 contacts →
	Strong evidence “Ningi - Technology to power up Financial Planning.” 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	Wealthobjects	Partial evidence	London, United KingdomHQ checked Sep 27, 2026	11-50	13 contacts →
	Partial evidence “WealthObjects is a B2B Financial Technology company.” Source: RevenueBase Database · checked Sep 27, 2026
24	Ardent Financial Planning	Partial evidence	York, United KingdomHQ checked Sep 27, 2026	11-50	12 contacts →
	Partial evidence “At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Source: RevenueBase Database · checked Sep 27, 2026
25	Fincalc	Strong evidence	Colchester, United KingdomHQ checked Sep 27, 2026	11-50	12 contacts →
	Strong evidence “FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” 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: automated financial planning platforms. 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 planning platforms.
Partial evidence: Its own public description names part of automated financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated financial planning platforms. 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 155 automated financial planning platforms based in the United Kingdom

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,200 reachable decision-makers.

Free signup · no credit card

View the full list →

Automated financial planning platforms based in the United Kingdom at a glance

As of Sep 27, 2026

47.8%Verified-email coverage

16.2Average contacts per company

1-10Median size (employees)

60.0%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 155 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 planning platforms, 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 planning platforms”. 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 planning platforms), 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 planning platforms, 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, 1,200 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.

Automated financial planning platforms by metro

Automated financial planning platforms in London93

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 planning platforms, 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 planning platforms are there based in the United Kingdom?

RevenueBase identified 155 automated financial planning platforms 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 planning platforms?

London leads with 93 headquartered companies, followed by Birmingham (4) and Bristol (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 1,200 verified decision-maker contacts tracked across these 155 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.

Ready to reach these companies? Verified emails and direct dials for all 155 automated financial planning platforms based in the United Kingdom. Start with a free account, no credit card.

Download this list →

Related lists

Automated financial planning platforms by geography

Browse the directory

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.