Company lists · Data refreshed November 2026
Top 25 Digital portfolio advisors based in the United Kingdom
RevenueBase identified 630 company matches for digital portfolio advisors associated with the United Kingdom as of November 2026 and tracks 17,691 professional contacts across them, including 6,908 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 November 6, 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 25 largest digital portfolio advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,350 contacts → | ||||
Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 2,025 contacts → | ||||
Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 656 contacts → | ||||
Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 613 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 569 contacts → | ||||
Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 451 contacts → | ||||
Exact match “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 381 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 367 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 226 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 199 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 187 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 185 contacts → | ||||
Exact match “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 164 contacts → | ||||
Exact match “Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 162 contacts → | ||||
Exact match “Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 130 contacts → | ||||
Exact match “Take the hard work out of managing your money with Wealthify.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 122 contacts → | ||||
Exact match “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 108 contacts → | ||||
Exact match “Lumin provides personable financial advice and investment management services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 106 contacts → | ||||
Exact match “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 101 contacts → | ||||
Exact match “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 97 contacts → | ||||
Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 94 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 79 contacts → | ||||
Exact match “We've built Fundment to propel financial advice businesses through technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 77 contacts → | ||||
Exact match “Novia Global is an international online wealth management platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 76 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 70 contacts → | ||||
Exact match “Established over 30 years ago, our founders each had a simple aligned goal, to provide all our clients and their families with personal, unbiased, and expert financial guidance.” Recorded in the RevenueBase company graph · Nov 6, 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 630 digital portfolio advisors based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 6,908 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Digital portfolio advisors based in the United Kingdom at a glance
As of Nov 6, 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 630 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 6,908 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 November 6, 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.
Digital portfolio advisors by metro
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 630 company matches for digital portfolio advisors associated with the United Kingdom as of November 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?
St. James's Place 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 187 company records, followed by Edinburgh (16) and Bristol (13).
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 6,908 professional contacts with verified work emails tracked across these 630 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 630 digital portfolio advisors based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Digital portfolio advisors by geography
- Digital portfolio advisors based in Buenos Aires, Argentina
- Digital portfolio advisors based in Melbourne, Australia
- Digital portfolio advisors based in Sydney, Australia
- Digital portfolio advisors based in Rio De Janeiro, Brazil
- Digital portfolio advisors based in Sao Paulo, Brazil
- Digital portfolio advisors based in Toronto, Canada
- Digital portfolio advisors based in Paris, France
- Digital portfolio advisors based in Ahmedabad, India
- Digital portfolio advisors based in Bangalore, India
- Digital portfolio advisors based in Chennai, India
- Digital portfolio advisors based in Mumbai, India
- Digital portfolio advisors based in New Delhi, India
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
- Digital portfolio advisors based in Buenos Aires, Argentina
- Digital portfolio advisors based in Melbourne, Australia
- Digital portfolio advisors based in Sydney, Australia
- Digital portfolio advisors based in Rio De Janeiro, Brazil
- Digital portfolio advisors based in Sao Paulo, Brazil
- Digital portfolio advisors based in Toronto, Canada
Company intelligence · public preview
Top 25 digital portfolio 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 630 matching company records for digital portfolio advisors based in the United Kingdom, with 17,691 tracked contacts and 6,908 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 digital portfolio 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 |  St. James's Placesjp.co.ukHQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  RBC Brewin Dolphinbrewin.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,025 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fairstone Group LTDfairstonegroup.co.ukHQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 656 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 613 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ascot Lloydascotlloyd.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 569 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 381 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Atomos Wealthatomos.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 367 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  WH Irelandwhirelandplc.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 199 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rowan Dartingtonrowan-dartington.co.ukHQ: Bristol, United KingdomReported employees: 201-500 | Bristol, United Kingdom | 201-500 | Exact match | 162 contacts → |
“Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wealthifywealthify.comHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 130 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Landytechlandytech.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 122 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lumin Wealthluminwealth.co.ukHQ: St Albans, United KingdomReported employees: 51-200 | St Albans, United Kingdom | 51-200 | Exact match | 108 contacts → |
“Lumin provides personable financial advice and investment management services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wealth Wizardswealthwizards.comHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  NOVAnovawm.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  EVev.ukHQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fundmentfundment.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 79 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Novia Globalnovia-global.comHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Novia Global is an international online wealth management platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Greystone Financial Servicesgreystonefs.co.ukHQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Pembroke Financial Services LTDpembrokefinancial.co.ukHQ: Brighton, United KingdomReported employees: 51-200 | Brighton, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Established over 30 years ago, our founders each had a simple aligned goal, to provide all our clients and their families with personal, unbiased, and expert financial guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 630 company matches
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Digital portfolio advisors: dataset insights
November 6, 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
618 records in the displayed employee bands.
12 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 630 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: November 6, 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 ↗
Digital portfolio advisors by metro
Questions about this company list
What does Exact match mean for digital portfolio 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 digital portfolio advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 630 matching company records, 17,691 tracked contacts and 6,908 verified emails. The public preview displays 25 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: November 6, 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
Digital portfolio advisors by geography
- Digital portfolio advisors based in Buenos Aires, Argentina
- Digital portfolio advisors based in Melbourne, Australia
- Digital portfolio advisors based in Sydney, Australia
- Digital portfolio advisors based in Rio De Janeiro, Brazil
- Digital portfolio advisors based in Sao Paulo, Brazil
- Digital portfolio advisors based in Toronto, Canada
- Digital portfolio advisors based in Paris, France
- Digital portfolio advisors based in Ahmedabad, India
- Digital portfolio advisors based in Bangalore, India
- Digital portfolio advisors based in Chennai, India
- Digital portfolio advisors based in Mumbai, India
- Digital portfolio advisors based in New Delhi, India
Cite this list
RevenueBase Data Team. Top 25 digital portfolio advisors based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/digital-portfolio-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
- Digital portfolio advisors based in Buenos Aires, Argentina
- Digital portfolio advisors based in Melbourne, Australia
- Digital portfolio advisors based in Sydney, Australia
- Digital portfolio advisors based in Rio De Janeiro, Brazil
- Digital portfolio advisors based in Sao Paulo, Brazil
- Digital portfolio advisors based in Toronto, Canada
Company intelligence · public preview
Top 25 digital portfolio advisors based in the United Kingdom
RevenueBase records 630 matching company records for digital portfolio advisors based in the United Kingdom, with 17,691 tracked contacts and 6,908 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 25 digital portfolio 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 | St. James's Placesjp.co.uk HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,350 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | RBC Brewin Dolphinbrewin.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,025 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fairstone Group LTDfairstonegroup.co.uk HQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 656 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 613 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ascot Lloydascotlloyd.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 569 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 381 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Atomos Wealthatomos.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 367 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | WH Irelandwhirelandplc.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 199 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rowan Dartingtonrowan-dartington.co.uk HQ: Bristol, United KingdomReported employees: 201-500 | Bristol, United Kingdom | 201-500 | Exact match | 162 contacts → |
“Rowan Dartington provides personalised investment management to IFAs, private clients, companies, charities and trusts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wealthifywealthify.com HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 130 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Landytechlandytech.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 122 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lumin Wealthluminwealth.co.uk HQ: St Albans, United KingdomReported employees: 51-200 | St Albans, United Kingdom | 51-200 | Exact match | 108 contacts → |
“Lumin provides personable financial advice and investment management services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealth Wizardswealthwizards.com HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | NOVAnovawm.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | EVev.uk HQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fundmentfundment.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 79 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Novia Globalnovia-global.com HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Novia Global is an international online wealth management platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Pembroke Financial Services LTDpembrokefinancial.co.uk HQ: Brighton, United KingdomReported employees: 51-200 | Brighton, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Established over 30 years ago, our founders each had a simple aligned goal, to provide all our clients and their families with personal, unbiased, and expert financial guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 630 company matches
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Digital portfolio advisors: dataset insights
November 6, 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
618 records in the displayed employee bands.
12 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 630 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: November 6, 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 ↗
Digital portfolio advisors by metro
Questions about this company list
What does Exact match mean for digital portfolio 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 digital portfolio advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 630 matching company records, 17,691 tracked contacts and 6,908 verified emails. The public preview displays 25 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: November 6, 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.
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- Digital portfolio advisors based in New Delhi, India
Cite this list
RevenueBase Data Team. Top 25 digital portfolio advisors based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/digital-portfolio-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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