Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in the United Kingdom

Name: Digital portfolio advisors based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 663 companies tracked

RevenueBase identified 663 company matches for digital portfolio advisors associated with the United Kingdom as of September 2026 and tracks 7,469 professional contacts across them, including 2,750 with verified work emails. London is the largest hub.

This list covers company matches for digital portfolio 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 19, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

663Companies

7,469Contacts tracked

2,750Verified emails

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The 25 largest digital portfolio advisors based in the United Kingdom

Ranked by team size

Top 25 of 663 company matches for digital portfolio advisors based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 19, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Atomos Wealth	Exact match	London, United KingdomHQ recorded Sep 19, 2026	201-500	346 contacts →
	Exact match “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	2plan Wealth Management LTD	Exact match	Leeds, United KingdomHQ recorded Sep 19, 2026	201-500	339 contacts →
	Exact match “2plan wealth management is the UK's largest independent advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Moneyfarm	Exact match	London, United KingdomHQ recorded Sep 19, 2026	201-500	208 contacts →
	Exact match “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	WH Ireland	Exact match	London, United KingdomHQ recorded Sep 19, 2026	51-200	198 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 · Sep 19, 2026 · View company records in RevenueBase
6	Origen Financial Services	Exact match	Farnborough, United KingdomHQ recorded Sep 19, 2026	51-200	165 contacts →
	Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Clearwater Wealth Management	Exact match	London, United KingdomHQ recorded Sep 19, 2026	201-500	135 contacts →
	Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Lowes A Saltus Business	Exact match	Jesmond, United KingdomHQ recorded Sep 19, 2026	51-200	133 contacts →
	Exact match “As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Westminster Wealth Management	Exact match	London, United KingdomHQ recorded Sep 19, 2026	51-200	125 contacts →
	Exact match “Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Continuum Financial Services LLP	Exact match	Plymouth, United KingdomHQ recorded Sep 19, 2026	51-200	110 contacts →
	Exact match “We are an award-winning National Independent Financial Advice firm that offers a modern financial advice service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Lumin Wealth	Exact match	St Albans, United KingdomHQ recorded Sep 19, 2026	51-200	88 contacts →
	Exact match “Lumin provides personable financial advice and investment management services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	EV	Exact match	Newbury Business Park, United KingdomHQ recorded Sep 19, 2026	51-200	86 contacts →
	Exact match “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Amber River True Bearing	Exact match	Chorley, United KingdomHQ recorded Sep 19, 2026	51-200	84 contacts →
	Exact match “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Greystone Financial Services	Exact match	Scott Drive, United KingdomHQ recorded Sep 19, 2026	51-200	75 contacts →
	Exact match “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Plurimi	Exact match	London, United KingdomHQ recorded Sep 19, 2026	51-200	58 contacts →
	Exact match “Plurimi Wealth LLP is a leading wealth manager, serving high and ultra-high net worth individuals, family offices and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Ellis Bates Financial Advisers NOW Shackleton	Exact match	Harrogate, United KingdomHQ recorded Sep 19, 2026	51-200	53 contacts →
	Exact match “We put you, and what you want your money to achieve, at the very heart of everything we do.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Arabesque	Exact match	London, United KingdomHQ recorded Sep 19, 2026	201-500	53 contacts →
	Exact match “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Murdoch Asset Management	Exact match	Alton, United KingdomHQ recorded Sep 19, 2026	51-200	48 contacts →
	Exact match “Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Ascot Wealth Management	Exact match	Sunningdale, United KingdomHQ recorded Sep 19, 2026	11-50	42 contacts →
	Exact match “Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into an advisory practice owned and shaped by clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	True Potential Wealth Management LLP	Exact match	Gorseinon Swansea, United KingdomHQ recorded Sep 19, 2026	n/a	40 contacts →
	Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Bowmore Wealth Group	Exact match	London, United KingdomHQ recorded Sep 19, 2026	11-50	37 contacts →
	Exact match “We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Lionsoul Global	Exact match	London, United KingdomHQ recorded Sep 19, 2026	11-50	36 contacts →
	Exact match “Lionsoul Global is your trusted provider for digital asset wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Lifetime Wealth Management LTD	Exact match	St. Albans, United KingdomHQ recorded Sep 19, 2026	51-200	34 contacts →
	Exact match “We are experts in financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Compass Wealth Management Consultants LTD	Exact match	Waterlooville, United KingdomHQ recorded Sep 19, 2026	51-200	33 contacts →
	Exact match “Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers From a modest beginning in 2001 Compass has become one of the most…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	SUN Global Investments Limited	Exact match	London, United KingdomHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “Sun Global Investments Limited is an investment advisory firm providing full scope of services to Institutional Investors, Family offices, Corporate Clients and High Net Worth…” Recorded in the RevenueBase company graph · Sep 19, 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 “digital portfolio 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 25 of 663 digital portfolio advisors based in the United Kingdom

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Digital portfolio advisors based in the United Kingdom at a glance

As of Sep 19, 2026

36.8%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

37.4%Largest-city concentration · London

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

425

11-50

181

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 663 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 “digital portfolio 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 2,750 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 19, 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 “digital portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital portfolio advisors are there based in the United Kingdom?

RevenueBase identified 663 company matches for digital portfolio 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?

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

Which city has the most digital portfolio advisors?

London leads with 248 company records, followed by Edinburgh (13) and Bristol (11).

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 2,750 professional contacts with verified work emails tracked across these 663 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 19, 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.