Company lists · Data refreshed September 2026
Top 24 Client relationship management software companies for financial advisors based in the United Kingdom
RevenueBase identified 40 company matches for client relationship management software companies for financial advisors associated with the United Kingdom as of September 2026 and tracks 1,006 professional contacts across them, including 522 with verified work emails. London is the largest hub.
This list covers company matches for client relationship management software companies for financial advisors 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.
The 24 largest client relationship management software companies for financial advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 485 contacts → | ||||
Exact match “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 88 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 | |||||
| 3 | 70 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 53 contacts → | ||||
Exact match “Passle powers growth at the world's leading professional services firms, including Ropes & Gray, Linklaters, Quinn Emanuel and many more.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 35 contacts → | ||||
Exact match “At Moneyinfo, we believe in working smarter, not harder.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 33 contacts → | ||||
Exact match “Fintech made beautifully simple.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 29 contacts → | ||||
Exact match “JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 28 contacts → | ||||
Exact match “We live and breathe relationship marketing.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 23 contacts → | ||||
Exact match “At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “Ningi - Technology to power up Financial Planning.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 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 27, 2026 · View company records in RevenueBase | |||||
| 13 | 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “Our core purpose is to make accountants’ lives easier.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “iMeta delivers Client Data Management technology to many large banks & financial institutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “We are transforming the financial adviser and client experience through our holistic operating system and platform solution.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 6 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Digital Wealth Solutions puts human advice centre stage through the precise orchestration of every client interaction.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Our goal is to boost the business of our advisers.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Creators of Clockwork CRM - Customer Relationship Management software that streamlines your business processes, improves customer retention and gets your business running like…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Drive personalized marketing & business development activities using Sigma CRM also known as Sigma Lifecycle Manager.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Captec Systems is an Independent business, founded, owned and managed by a team from the Investment and Alternative Industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “ClientTree offers a client-centric view instead of the usual project management style approach.” Recorded in the RevenueBase company graph · Sep 27, 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 software companies for financial advisors”. 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 24 of 40 client relationship management software companies for financial advisors based in the United Kingdom
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Client relationship management software companies for financial advisors based in the United Kingdom at a glance
As of Sep 27, 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 40 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 “client relationship management software companies for financial advisors” 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 522 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 “client relationship management software companies for financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client relationship management software companies for financial advisors are there based in the United Kingdom?
RevenueBase identified 40 company matches for client relationship management software companies for financial advisors 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?
Intelliflo tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client relationship management software companies for financial advisors?
London leads with 17 company records, followed by Oxford (2) and Belfast (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 522 professional contacts with verified work emails tracked across these 40 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.
Ready to reach these companies? Verified emails and direct dials for all 40 client relationship management software companies for financial advisors based in the United Kingdom. Start with a free account, no credit card.
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Client relationship management software companies for financial advisors by geography
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
- Client relationship management software companies for financial advisors based in Australia
- Client relationship management software companies for financial advisors based in Canada
- Client relationship management software companies for financial advisors based in the United States
- AI companies based in the United Kingdom
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Company intelligence · public preview
Top 24 client relationship management software companies for financial advisors 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 40 matching company records for client relationship management software companies for financial advisors based in the United Kingdom, with 1,006 tracked contacts and 522 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 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 24 client relationship management software companies for financial advisors 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 |  Intelliflointelliflo.comHQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Singletracksingletrack.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Passlepassle.aiHQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 53 contacts → |
“Passle powers growth at the world's leading professional services firms, including Ropes & Gray, Linklaters, Quinn Emanuel and many more.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Moneyinfomoneyinfo.comHQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 35 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Plannr Technologies Limitedplannrcrm.comHQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | JCStalkjcs.com HQ: St Martin, United KingdomReported employees: 1-10 | St Martin, United Kingdom | 1-10 | Exact match | 29 contacts → |
“JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Concepconcep.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“We live and breathe relationship marketing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Synapticsynaptic.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Vermilion Software, A Factset Companyfactset.comHQ: London, United KingdomReported employees: Not recorded | London, United Kingdom | Not recorded | Exact match | 15 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  NINGIningi.co.ukHQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Ningi - Technology to power up Financial Planning.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Akarigoakarigo.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fibrecrmfibrecrm.comHQ: Redruth, United KingdomReported employees: 11-50 | Redruth, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Our core purpose is to make accountants’ lives easier.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Automwriteautomwrite.co.ukHQ: Winchester, United KingdomReported employees: 11-50 | Winchester, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Imeta Technologies LTDimeta.comHQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 8 contacts → |
“iMeta delivers Client Data Management technology to many large banks & financial institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | EKORNekorn.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“We are transforming the financial adviser and client experience through our holistic operating system and platform solution.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lyfeguardlyfeguard.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Digital Wealth Solutionsdigitalwealthsolutions.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Digital Wealth Solutions puts human advice centre stage through the precise orchestration of every client interaction.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ernest MAYernestmay.com HQ: Chelmsford, United KingdomReported employees: 1-10 | Chelmsford, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Our goal is to boost the business of our advisers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mythic Softwaremythic.softwareHQ: Bournemouth, United KingdomReported employees: 1-10 | Bournemouth, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Creators of Clockwork CRM - Customer Relationship Management software that streamlines your business processes, improves customer retention and gets your business running like…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Upper Sigmauppersigma.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Drive personalized marketing & business development activities using Sigma CRM also known as Sigma Lifecycle Manager.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Captec Systemscaptecsystems.com HQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Captec Systems is an Independent business, founded, owned and managed by a team from the Investment and Alternative Industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clienttree Group LTDclienttree.net HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 1 contacts → |
“ClientTree offers a client-centric view instead of the usual project management style approach.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 40 company matches
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Client relationship management software companies for financial advisors: dataset insights
September 27, 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
40 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 40 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 27, 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 client relationship management software companies for financial advisors?
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 client relationship management software companies for financial advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 40 matching company records, 1,006 tracked contacts and 522 verified emails. The public preview displays 24 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 27, 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
Client relationship management software companies for financial advisors by geography
Cite this list
RevenueBase Data Team. Top 24 client relationship management software companies for financial advisors based in the United Kingdom. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-relationship-management-software-companies-for-financial-advisors/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
- Client relationship management software companies for financial advisors based in Australia
- Client relationship management software companies for financial advisors based in Canada
- Client relationship management software companies for financial advisors based in the United States
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
- Manufacturing companies based in the United Kingdom
Company intelligence · public preview
Top 24 client relationship management software companies for financial advisors based in the United Kingdom
RevenueBase records 40 matching company records for client relationship management software companies for financial advisors based in the United Kingdom, with 1,006 tracked contacts and 522 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 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 24 client relationship management software companies for financial advisors 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 | Intelliflointelliflo.com HQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Singletracksingletrack.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Passlepassle.ai HQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 53 contacts → |
“Passle powers growth at the world's leading professional services firms, including Ropes & Gray, Linklaters, Quinn Emanuel and many more.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Moneyinfomoneyinfo.com HQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 35 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Plannr Technologies Limitedplannrcrm.com HQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | JCStalkjcs.com HQ: St Martin, United KingdomReported employees: 1-10 | St Martin, United Kingdom | 1-10 | Exact match | 29 contacts → |
“JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Concepconcep.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“We live and breathe relationship marketing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Synapticsynaptic.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Vermilion Software, A Factset Companyfactset.com HQ: London, United KingdomReported employees: Not recorded | London, United Kingdom | Not recorded | Exact match | 15 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | NINGIningi.co.uk HQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Ningi - Technology to power up Financial Planning.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Akarigoakarigo.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fibrecrmfibrecrm.com HQ: Redruth, United KingdomReported employees: 11-50 | Redruth, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Our core purpose is to make accountants’ lives easier.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Automwriteautomwrite.co.uk HQ: Winchester, United KingdomReported employees: 11-50 | Winchester, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Imeta Technologies LTDimeta.com HQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 8 contacts → |
“iMeta delivers Client Data Management technology to many large banks & financial institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | EKORNekorn.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“We are transforming the financial adviser and client experience through our holistic operating system and platform solution.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lyfeguardlyfeguard.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Digital Wealth Solutionsdigitalwealthsolutions.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Digital Wealth Solutions puts human advice centre stage through the precise orchestration of every client interaction.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ernest MAYernestmay.com HQ: Chelmsford, United KingdomReported employees: 1-10 | Chelmsford, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Our goal is to boost the business of our advisers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mythic Softwaremythic.software HQ: Bournemouth, United KingdomReported employees: 1-10 | Bournemouth, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Creators of Clockwork CRM - Customer Relationship Management software that streamlines your business processes, improves customer retention and gets your business running like…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Upper Sigmauppersigma.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Drive personalized marketing & business development activities using Sigma CRM also known as Sigma Lifecycle Manager.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Captec Systemscaptecsystems.com HQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Captec Systems is an Independent business, founded, owned and managed by a team from the Investment and Alternative Industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clienttree Group LTDclienttree.net HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 1 contacts → |
“ClientTree offers a client-centric view instead of the usual project management style approach.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 40 company matches
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Client relationship management software companies for financial advisors: dataset insights
September 27, 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
40 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 40 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 27, 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 client relationship management software companies for financial advisors?
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 client relationship management software companies for financial advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 40 matching company records, 1,006 tracked contacts and 522 verified emails. The public preview displays 24 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 27, 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
Client relationship management software companies for financial advisors by geography
Cite this list
RevenueBase Data Team. Top 24 client relationship management software companies for financial advisors based in the United Kingdom. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-relationship-management-software-companies-for-financial-advisors/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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