Company lists · Data refreshed October 2026

Top 25 Client relationship management companies for financial services based in London, United Kingdom

Name: Client relationship management companies for financial services based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 9, 2026 85 companies tracked

RevenueBase identified 85 company matches for client relationship management companies for financial services associated with London, United Kingdom as of October 2026 and tracks 1,191 professional contacts across them, including 462 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers company matches for client relationship management companies for financial services associated with London, 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 October 9, 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 Oct 9, 2026 How this list was built

85Companies

1,191Contacts tracked

462Verified emails

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The 25 largest client relationship management companies for financial services based in London, United Kingdom

Ranked by team size

Top 25 of 85 company matches for client relationship management companies for financial services based in London, United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 9, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	WH Ireland	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	195 contacts →
	Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
2	Wealth Dynamix	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	162 contacts →
	Exact match “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
3	Singletrack	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	90 contacts →
	Exact match “Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
4	NEW Link Consulting	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	78 contacts →
	Exact match “In complex transformation programmes, risk, regulation, financial crime, data, technology and operations no longer sit in separate silos.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
5	Wilder COE	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	75 contacts →
	Exact match “Welcome to Wilder Coe We work hard to maximise your wealth, minimise your risk, help you to meet your deadlines and support you to achieve your goals.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
6	London Capital Group	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	58 contacts →
	Exact match “Established in 1996, London Capital Group has a rich history as both a private and public company, working with high value clients across various markets.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
7	Optimiser	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	56 contacts →
	Exact match “Optimiser is a fully configurable business intelligence ecosystem that helps organisations manage relationships, operations, workflows, communications, and commercial activities…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
8	Amicus Wealth LTD	Exact match	London, United KingdomHQ recorded Oct 9, 2026	201-500	35 contacts →
	Exact match “We’ve rebranded.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
9	Eminent Financial LTD	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	29 contacts →
	Exact match “Eminent Financial Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
10	Cantata	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	26 contacts →
	Exact match “Cantata is the UK’s leading independent CRM specialist consultancy, helping organisations to gain the most from customer and stakeholder management.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
11	Concep	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	26 contacts →
	Exact match “We live and breathe relationship marketing.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
12	ONE Financial Planning LTD	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	21 contacts →
	Exact match “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
13	Psigma Investment Management, A Canaccord Genuity Company	Exact match	London, United KingdomHQ recorded Oct 9, 2026	51-200	17 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
14	Vermilion Software, A Factset Company	Exact match	London, United KingdomHQ recorded Oct 9, 2026	n/a	15 contacts →
	Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
15	Akarigo	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	13 contacts →
	Exact match “We are an international team of CRM specialists with over 20 years experience and have developed outstanding expertise in delivering Client Relationship Management (CRM) solutions…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
16	AWS Advice	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	11 contacts →
	Exact match “Originally founded by principal Devesh Ambasna in 1981, re-branded as Ambasna Wealth Solutions in 2011 and latterly becoming AWS Advice in 2017, we are a boutique practice…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
17	Jarrovian Wealth	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
18	Fortis Financial	Exact match	London, United KingdomHQ recorded Oct 9, 2026	1-10	9 contacts →
	Exact match “We believe passionately that we can help people live the best financial life they can.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
19	London Private Wealth	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	9 contacts →
	Exact match “London Private Wealth is a wealth manager that offers financial planning and investment advice to established clients.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
20	Oakway Wealth Management Ltd, Senior Partner Practice Of St. James's Place	Exact match	London, United KingdomHQ recorded Oct 9, 2026	1-10	9 contacts →
	Exact match “We give you confidence and clarity over your financial decisions First, we help you to consider what is possible.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
21	Edison Wealth Management	Exact match	London, United KingdomHQ recorded Oct 9, 2026	1-10	8 contacts →
	Exact match “We believe that for too long the financial services industry has placed more value on the money it manages, than the people it manages it for.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
22	Grosvenor Partners LLP	Exact match	London, United KingdomHQ recorded Oct 9, 2026	1-10	7 contacts →
	Exact match “Working with a wide range of local, national and international clients, at Grosvenor Partners we help you get the best out of your situation.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
23	Profundcom	Exact match	London, United KingdomHQ recorded Oct 9, 2026	11-50	7 contacts →
	Exact match “Who is really interested in your funds?” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
24	Lyfeguard	Exact match	London, United KingdomHQ recorded Oct 9, 2026	1-10	7 contacts →
	Exact match “Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase
25	Lyfe FS LTD	Exact match	London, United KingdomHQ recorded Oct 9, 2026	1-10	6 contacts →
	Exact match “We are a dynamic financial advice firm.” Recorded in the RevenueBase company graph · Oct 9, 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 “client relationship management companies for financial services”. 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 85 client relationship management companies for financial services based in London, United Kingdom

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Client relationship management companies for financial services based in London, United Kingdom at a glance

As of Oct 9, 2026

38.8%Verified-email coverage

14.0Average contacts per company

1-10Median size (employees)

Oct 9, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 85 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 London, United Kingdom whose business descriptions match “client relationship management companies for financial services” 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 462 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 October 9, 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 “client relationship management companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many client relationship management companies for financial services are there based in London, United Kingdom?

RevenueBase identified 85 company matches for client relationship management companies for financial services associated with London, United Kingdom as of October 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?

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

Which city in the United Kingdom has the most client relationship management companies for financial services?

London leads the United Kingdom with 85 company records, followed by Glasgow (10) and Leeds (7).

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 462 professional contacts with verified work emails tracked across these 85 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 October 9, 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.