Company lists · Data refreshed September 2026
Top 25 Automated investment management companies based in the United Kingdom
RevenueBase identified 157 company matches for automated investment management companies associated with the United Kingdom as of September 2026 and tracks 2,657 professional contacts across them, including 1,119 with verified work emails. London is the largest hub.
This list covers company matches for automated investment management companies 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 19, 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 25 largest automated investment management companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 403 contacts → | ||||
Exact match “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 208 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 19, 2026 · View company records in RevenueBase | |||||
| 3 | 137 contacts → | ||||
Exact match “Take the hard work out of managing your money with Wealthify.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 114 contacts → | ||||
Exact match “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 105 contacts → | ||||
Exact match “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 88 contacts → | ||||
Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 53 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 19, 2026 · View company records in RevenueBase | |||||
| 8 | 40 contacts → | ||||
Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 32 contacts → | ||||
Exact match “YCM Invest is a boutique investment management and brokerage firm designed for asset managers, professional traders and Hedge Funds.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 26 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 19, 2026 · View company records in RevenueBase | |||||
| 12 | 23 contacts → | ||||
Exact match “Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “Chartered Financial Planning Business” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 18 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 19, 2026 · View company records in RevenueBase | |||||
| 15 | 16 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 19, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “It’s an incredibly simple concept that’s also very powerful.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 13 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 19, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Wealt is the ultimate digital wealth management platform and alternatives marketplace, empowering affluent investors to manage all their bankable and non-bankable assets in one…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “At Diagram Capital, we specialise in comprehensive money management and sophisticated tailor-made investment portfolios.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “Aspis is a self-custodial asset management suite for crypto.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “Delivers optimized fund management through the utilization of artificial intelligence techniques in the investment process.” Recorded in the RevenueBase company graph · Sep 19, 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 “automated investment management companies”. 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 25 of 157 automated investment management companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 1,119 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Automated investment management companies based in the United Kingdom at a glance
As of Sep 19, 2026Companies by employee count
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 157 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 “automated investment management companies” 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 1,119 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 19, 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 “automated investment management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many automated investment management companies are there based in the United Kingdom?
RevenueBase identified 157 company matches for automated investment management companies 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?
7im tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most automated investment management companies?
London leads with 115 company records, followed by Birmingham (3) and Cardiff (3).
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 1,119 professional contacts with verified work emails tracked across these 157 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 157 automated investment management companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Automated investment management companies by geography
- Automated investment management companies based in Bangalore, India
- Automated investment management companies based in Mumbai, India
- Automated investment management companies based in Australia
- Automated investment management companies based in Brazil
- Automated investment management companies based in Canada
- Automated investment management companies based in France
- Automated investment management companies based in Germany
- Automated investment management companies based in India
- Automated investment management companies based in the Netherlands
- Automated investment management companies based in Singapore
- Automated investment management companies based in Spain
- Automated investment management companies based in Switzerland
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
- Automated investment management companies based in Bangalore, India
- Automated investment management companies based in Mumbai, India
- Automated investment management companies based in Australia
- Automated investment management companies based in Brazil
- Automated investment management companies based in Canada
- Automated investment management companies based in France
Company intelligence · public preview
Top 25 automated investment management companies based in the 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 157 matching company records for automated investment management companies based in the United Kingdom, with 2,657 tracked contacts and 1,119 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 25 automated investment management companies based in the 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 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealthifywealthify.comHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 137 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Landytechlandytech.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 114 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wealth Wizardswealthwizards.comHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 105 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Arabesquearabesque.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 53 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 40 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ycm-Investycm-invest.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 32 contacts → |
“YCM Invest is a boutique investment management and brokerage firm designed for asset managers, professional traders and Hedge Funds.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Huguenot Services Limitedhuguenots.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Collidrcollidr.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sparrows Capital Limitedsparrowscapital.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Sutherland Independentsutherlandindependent.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Stratiphystratiphy.ioHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 18 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Coinrule YCcoinrule.comHQ: Clerkenwell, United KingdomReported employees: 11-50 | Clerkenwell, United Kingdom | 11-50 | Exact match | 16 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Interactive Advisorsinteractiveadvisors.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“It’s an incredibly simple concept that’s also very powerful.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fintegratefintegrate.co.ukHQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  WEALTwealt.coHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Wealt is the ultimate digital wealth management platform and alternatives marketplace, empowering affluent investors to manage all their bankable and non-bankable assets in one…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Clearwater Analytics, LTDclearwater-analytics.com HQ: Egham, United KingdomReported employees: 501-1,000 | Egham, United Kingdom | 501-1,000 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | EXE Capital Managementexecapman.com HQ: Exeter, United KingdomReported employees: 1-10 | Exeter, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Diagram Capitaldiagramcapital.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“At Diagram Capital, we specialise in comprehensive money management and sophisticated tailor-made investment portfolios.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  ASPISaspis.financeHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Aspis is a self-custodial asset management suite for crypto.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fowler Drewfowlerdrew.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Allermuir Capital LTDallermuircapital.com HQ: United KingdomReported employees: 1-10 | United Kingdom | 1-10 | Exact match | 8 contacts → |
“Delivers optimized fund management through the utilization of artificial intelligence techniques in the investment process.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 157 company matches
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Automated investment management companies: dataset insights
September 19, 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
157 records in the displayed employee bands.
0 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 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 157 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 19, 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 ↗
Questions about this company list
What does Exact match mean for automated investment management companies?
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 automated investment management companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 157 matching company records, 2,657 tracked contacts and 1,119 verified emails. The public preview displays 25 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 19, 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
Automated investment management companies by geography
- Automated investment management companies based in Bangalore, India
- Automated investment management companies based in Mumbai, India
- Automated investment management companies based in Australia
- Automated investment management companies based in Brazil
- Automated investment management companies based in Canada
- Automated investment management companies based in France
- Automated investment management companies based in Germany
- Automated investment management companies based in India
- Automated investment management companies based in the Netherlands
- Automated investment management companies based in Singapore
- Automated investment management companies based in Spain
- Automated investment management companies based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 automated investment management companies based in the United Kingdom. Snapshot: September 19, 2026. https://revenuebase.ai/companies/automated-investment-management-companies/united-kingdom.
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
- Automated investment management companies based in Bangalore, India
- Automated investment management companies based in Mumbai, India
- Automated investment management companies based in Australia
- Automated investment management companies based in Brazil
- Automated investment management companies based in Canada
- Automated investment management companies based in France
Company intelligence · public preview
Top 25 automated investment management companies based in the United Kingdom
RevenueBase records 157 matching company records for automated investment management companies based in the United Kingdom, with 2,657 tracked contacts and 1,119 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 25 automated investment management companies based in the 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 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealthifywealthify.com HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 137 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Landytechlandytech.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 114 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wealth Wizardswealthwizards.com HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 105 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Arabesquearabesque.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 53 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 40 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ycm-Investycm-invest.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 32 contacts → |
“YCM Invest is a boutique investment management and brokerage firm designed for asset managers, professional traders and Hedge Funds.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Huguenot Services Limitedhuguenots.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Collidrcollidr.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sparrows Capital Limitedsparrowscapital.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sutherland Independentsutherlandindependent.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Stratiphystratiphy.io HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 18 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Coinrule YCcoinrule.com HQ: Clerkenwell, United KingdomReported employees: 11-50 | Clerkenwell, United Kingdom | 11-50 | Exact match | 16 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Interactive Advisorsinteractiveadvisors.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“It’s an incredibly simple concept that’s also very powerful.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fintegratefintegrate.co.uk HQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WEALTwealt.co HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Wealt is the ultimate digital wealth management platform and alternatives marketplace, empowering affluent investors to manage all their bankable and non-bankable assets in one…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Clearwater Analytics, LTDclearwater-analytics.com HQ: Egham, United KingdomReported employees: 501-1,000 | Egham, United Kingdom | 501-1,000 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | EXE Capital Managementexecapman.com HQ: Exeter, United KingdomReported employees: 1-10 | Exeter, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Diagram Capitaldiagramcapital.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“At Diagram Capital, we specialise in comprehensive money management and sophisticated tailor-made investment portfolios.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ASPISaspis.finance HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Aspis is a self-custodial asset management suite for crypto.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fowler Drewfowlerdrew.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Allermuir Capital LTDallermuircapital.com HQ: United KingdomReported employees: 1-10 | United Kingdom | 1-10 | Exact match | 8 contacts → |
“Delivers optimized fund management through the utilization of artificial intelligence techniques in the investment process.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 157 company matches
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Automated investment management companies: dataset insights
September 19, 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
157 records in the displayed employee bands.
0 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 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 157 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 19, 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 ↗
Questions about this company list
What does Exact match mean for automated investment management companies?
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 automated investment management companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 157 matching company records, 2,657 tracked contacts and 1,119 verified emails. The public preview displays 25 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 19, 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.
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Cite this list
RevenueBase Data Team. Top 25 automated investment management companies based in the United Kingdom. Snapshot: September 19, 2026. https://revenuebase.ai/companies/automated-investment-management-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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