Company lists · Data refreshed September 2026

Top 13 Automated portfolio rebalancing software companies based in the United Kingdom

RevenueBase identified 29 company matches for automated portfolio rebalancing software companies associated with the United Kingdom as of September 2026 and tracks 614 professional contacts across them, including 244 with verified work emails. London is the largest hub.

This list covers company matches for automated portfolio rebalancing software 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 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built
29Companies
614Contacts tracked
244Verified emails
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The 13 largest automated portfolio rebalancing software companies based in the United Kingdom

Ranked by team size
Top 13 of 29 company matches for automated portfolio rebalancing software companies based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Sep 27, 202651-200114 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 27, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Sep 27, 202651-20088 contacts →

Exact match

“Timeline is the integrated ecosystem built for modern financial advisers.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchNorwich, United KingdomHQ recorded Sep 27, 202611-5055 contacts →

Exact match

“We’re out to disrupt financial planning technology.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchLondon, United KingdomHQ recorded Sep 27, 2026201-50053 contacts →

Exact match

“Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-5028 contacts →

Exact match

“Huguenots creates powerful automated investment reporting for the fund management industry.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchBirmingham, United KingdomHQ recorded Sep 27, 20261-1014 contacts →

Exact match

“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchChorley, United KingdomHQ recorded Sep 27, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-509 contacts →

Exact match

“Traders Connect is a revolutionary software platform designed for traders seeking unparalleled efficiency in managing their portfolios.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-506 contacts →

Exact match

“Ryedale delivers a cloud-based, full-service IT platform for serious investment businesses.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Sep 27, 20261-103 contacts →

Exact match

“We are a team of experts in Artificial Intelligence, Computational Finance & Finance with more than 25 years trading experience each, having worked in Hedge funds, big…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Sep 27, 20261-102 contacts →

Exact match

“AI Portfolio Solutions is a cutting-edge financial technology company specializing in AI-powered investment solutions.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Sep 27, 20261-102 contacts →

Exact match

“Qarma Technology offers dynamic portfolio solutions that empower investors to redefine and enhance their investment decision-making process.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Sep 27, 202611-501 contacts →

Exact match

“Trader 4 is a leading financial technology company dedicated to providing innovative trading solutions for today's traders.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 13 of 29 automated portfolio rebalancing software companies based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 244 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Automated portfolio rebalancing software companies based in the United Kingdom at a glance

As of Sep 27, 2026
39.7%Verified-email coverage
21.2Average contacts per company
1-10Median size (employees)
75.9%Largest-city concentration · London
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
8
51-200
3
201-500
1

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 29 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 portfolio rebalancing software 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 244 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “automated portfolio rebalancing software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many automated portfolio rebalancing software companies are there based in the United Kingdom?

RevenueBase identified 29 company matches for automated portfolio rebalancing software 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?

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

Which city has the most automated portfolio rebalancing software companies?

London leads with 22 company records, followed by Birmingham (1) and Norwich (1).

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 244 professional contacts with verified work emails tracked across these 29 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.