Company lists · Data refreshed September 2026

Top 24 Client reporting platforms based in the United Kingdom

RevenueBase identified 39 client reporting platforms headquartered in the United Kingdom as of September 2026 and tracks 466 professional contacts across them, including 259 with verified work emails. London is the largest hub.

This list covers client reporting 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 27, 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 27, 2026 86% judged on-target in blind review
39Companies
466Contacts tracked
259Verified emails
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The 24 largest client reporting platforms based in the United Kingdom

Ranked by team size
Top 24 of 39 client reporting platforms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to client reporting 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 27, 202651-200191 contacts →

Partial evidence

“Kurtosys helps investment managers deliver data & insights to their clients.”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-5028 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-5024 contacts →

Partial evidence

“Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“E-Tabs has been providing award-winning, leading data visualization and reporting solutions to the market research industry for over 30 years.”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceCambridge, United KingdomHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“Clinked is a white-label client portal that brings communication, files, approvals, and project updates into one secure, branded space.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 27, 2026n/a15 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceExeter, United KingdomHQ checked Sep 27, 202611-5013 contacts →

Indirect evidence

“Automate the way you report on financial, sales and KPI data with Joiin to create real-time reports and instant insights.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-5011 contacts →

Partial evidence

“Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceWinchester, United KingdomHQ checked Sep 27, 202611-5011 contacts →

Partial evidence

“Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceLondon, United KingdomHQ checked Sep 27, 202611-5011 contacts →

Strong evidence

“Fluent is the agency reporting engine that finds insights, explains performance, and builds client-ready reports.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceShrewsbury, United KingdomHQ checked Sep 27, 20261-1010 contacts →

Indirect evidence

“A team of talented developers, customer service devotees and financial services aficionados on a mission to realise a comprehensive and fully-integrated solution that allows our…”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-5010 contacts →

Partial evidence

“Bright Analytics is a modern data analysis and data-visualisation platform focused on Marketing and Business Performance, that can be deployed as an end-to-end solution or on a…”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-509 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-509 contacts →

Partial evidence

“Analytics agency and are always excited about demonstrating best practices to our clients.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 27, 20261-108 contacts →

Partial evidence

“PolyBox is your agency’s reporting sidekick, built by marketers, for marketers.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 27, 202611-507 contacts →

Indirect evidence

“At InsyteGroup, we help organisations like yours unlock the value of their data to make better business decisions and improve performance.”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceLondon, United KingdomHQ checked Sep 27, 20261-106 contacts →

Partial evidence

“Upsolve AI is the analytics platform for deploying governed, grounded, and trustworthy data agents that know your business.”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceGerrards Cross, United KingdomHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“Is your Service Management reporting punctual, accurate, high-value and actionable?”

Source: RevenueBase Database · checked Sep 27, 2026
19Strong evidenceLondon, United KingdomHQ checked Sep 27, 20261-105 contacts →

Strong evidence

“Reimag.in is an enterprise data platform that provides companies and investors with comprehensive performance insights and reporting.”

Source: RevenueBase Database · checked Sep 27, 2026
20Partial evidenceBury St Edmunds, United KingdomHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“A Reporting Solution Built for Busy SMEs If your organisation generates regular operational or financial data but lacks the internal capacity to convert it into dependable monthly…”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceLondon, United KingdomHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“difdash is the ultimate automated marketing reporting tool.”

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceLondon, United KingdomHQ checked Sep 27, 202611-501 contacts →

Partial evidence

“Take Your Practice to the digital level with Business Intelligence Reporting.”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceHatfield, United KingdomHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Vaulta gives you essential accounting insights and the ability to send instant reports to your clients, giving your clients more value, and your services the edge over your…”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceLondon, United KingdomHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“ClientTree offers a client-centric view instead of the usual project management style approach.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 24 of 39 client reporting platforms based in the United Kingdom

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Client reporting platforms based in the United Kingdom at a glance

As of Sep 27, 2026
55.6%Verified-email coverage
11.9Average contacts per company
1-10Median size (employees)
59.0%Largest-city concentration · London
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
17
51-200
1
10001+
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 39 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 client reporting 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 “client reporting 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 client reporting 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 client reporting 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, 259 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 27, 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.

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 client reporting 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 client reporting platforms are there based in the United Kingdom?

RevenueBase identified 39 client reporting 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?

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

Which city has the most client reporting platforms?

London leads with 23 headquartered companies, followed by Brighton (1) and Bury St Edmunds (1).

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 259 verified decision-maker contacts tracked across these 39 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 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 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.