Company lists · Data refreshed September 2026

Top 25 Behavioral finance platforms based in the United Kingdom

RevenueBase identified 101 behavioral finance platforms headquartered in the United Kingdom as of September 2026 and tracks 2,311 professional contacts across them, including 961 with verified work emails. London is the largest hub.

This list covers behavioral finance 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 14, 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 14, 2026 86% judged on-target in blind review
101Companies
2,311Contacts tracked
961Verified emails
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The 25 largest behavioral finance platforms based in the United Kingdom

Ranked by team size
Top 25 of 101 behavioral finance platforms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to behavioral finance 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLondon, United KingdomHQ checked Sep 14, 2026201-500347 contacts →

Partial evidence

“Introducing Tradu, the platform built for smarter investing with an institutional edge.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 14, 2026201-500208 contacts →

Partial 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 14, 2026
3Indirect evidenceCardiff, United KingdomHQ checked Sep 14, 202611-50137 contacts →

Indirect evidence

“Take the hard work out of managing your money with Wealthify.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceUnited KingdomHQ checked Sep 14, 202651-200105 contacts →

Partial evidence

“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceLondon, United KingdomHQ checked Sep 14, 202651-20088 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceNewbury Business Park, United KingdomHQ checked Sep 14, 202651-20086 contacts →

Indirect evidence

“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidencePortsmouth, United KingdomHQ checked Sep 14, 202651-20070 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 14, 2026
8Indirect evidenceBelfast, United KingdomHQ checked Sep 14, 202651-20064 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 14, 2026
9Partial evidenceNorwich, United KingdomHQ checked Sep 14, 202611-5055 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceLondon, United KingdomHQ checked Sep 14, 2026201-50053 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 14, 2026
11Partial evidenceLondon, United KingdomHQ checked Sep 14, 202611-5044 contacts →

Partial evidence

“Finimize is the #1 information platform for modern investors.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 14, 202611-5035 contacts →

Partial evidence

“We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 14, 202611-5034 contacts →

Partial evidence

“Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceLondon, United KingdomHQ checked Sep 14, 202611-5032 contacts →

Partial evidence

“Essentia Analytics is the leading provider of behavioral data analytics services to professional investors and allocators of capital.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceTeddington, United KingdomHQ checked Sep 14, 202611-5030 contacts →

Indirect evidence

“Hello, we're VouchedFor from Defaqto.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 14, 202611-5026 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 14, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 14, 202611-5021 contacts →

Indirect evidence

“At Behaviour Lab, we see it as our mission to improve the way that the world makes investments; by together developing strategies and decision-making processes which reduce the…”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceStamford, United KingdomHQ checked Sep 14, 20261-1014 contacts →

Partial evidence

“Ningi - Technology to power up Financial Planning.”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 14, 202611-5013 contacts →

Partial evidence

“The digital platform for a new generation brokerage, built from the ground up by market practitioners and technologists.”

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceChorley, United KingdomHQ checked Sep 14, 202611-5013 contacts →

Partial 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 14, 2026
21Partial evidenceSalford Quays, United KingdomHQ checked Sep 14, 20261,001-5,00013 contacts →

Partial evidence

“AJ Bell Investcentre is an award-winning platform, offering advisers and their clients great service, easy-to-use functionality and a comprehensive investment range at competitive…”

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceLondon, United KingdomHQ checked Sep 14, 202611-5012 contacts →

Partial evidence

“Providing clients with a platform and tools to achieve better customer outcomes.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceLondon, United KingdomHQ checked Sep 14, 20261-1012 contacts →

Partial evidence

“WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceLondon, United KingdomHQ checked Sep 14, 20261-1011 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
25Strong evidenceLondon, United KingdomHQ checked Sep 14, 202611-509 contacts →

Strong evidence

“JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 101 behavioral finance platforms based in the United Kingdom

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Behavioral finance platforms based in the United Kingdom at a glance

As of Sep 14, 2026
41.6%Verified-email coverage
22.9Average contacts per company
1-10Median size (employees)
68.3%Largest-city concentration · London
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
58
11-50
29
51-200
8
201-500
4
1,001-5,000
2

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 101 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 behavioral finance 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 “behavioral finance 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 behavioral finance 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 behavioral finance 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, 961 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 14, 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.

Behavioral finance platforms by metro

  • Behavioral finance platforms in London69

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 behavioral finance 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 behavioral finance platforms are there based in the United Kingdom?

RevenueBase identified 101 behavioral finance 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?

TRADU, headquartered in London, tops this list with the largest team on record.

Which city has the most behavioral finance platforms?

London leads with 69 headquartered companies, followed by Bristol (2) and Glasgow (2).

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 961 verified decision-maker contacts tracked across these 101 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 14, 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.