Company lists · Data refreshed September 2026

Top 25 Digital wealth management platforms based in London, United Kingdom

RevenueBase identified 319 digital wealth management platforms headquartered in London, United Kingdom as of September 2026 and tracks 20,368 professional contacts across them, including 9,010 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers digital wealth management platforms headquartered in London, 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 28, 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 28, 2026 86% judged on-target in blind review
319Companies
20,368Contacts tracked
9,010Verified emails
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The 25 largest digital wealth management platforms based in London, United Kingdom

Ranked by team size
Top 25 of 319 digital wealth management platforms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to digital wealth management 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 28, 20265,001-10,0004,802 contacts →

Partial evidence

“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceLondon, United KingdomHQ checked Sep 28, 20265,001-10,0002,717 contacts →

Strong evidence

“Barclays provides wealth management expertise to our clients in the UK.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0001,927 contacts →

Partial evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026501-1,000721 contacts →

Partial evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,000448 contacts →

Strong evidence

“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500443 contacts →

Strong evidence

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500403 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500347 contacts →

Partial evidence

“Introducing Tradu, the platform built for smarter investing with an institutional edge.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500346 contacts →

Indirect evidence

“We’re atomos and we’re here to make your dreams and financial ambitions a reality.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500311 contacts →

Partial evidence

“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026501-1,000284 contacts →

Partial evidence

“Saltus is an independently owned financial planning and investment management company.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500232 contacts →

Partial evidence

“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-200219 contacts →

Partial evidence

“Chip is your wealth app.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500208 contacts →

Strong evidence

“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceLondon, United KingdomHQ checked Sep 28, 202651-200206 contacts →

Strong evidence

“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceLondon, United KingdomHQ checked Sep 28, 202651-200198 contacts →

Strong evidence

“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceLondon, United KingdomHQ checked Sep 28, 202651-200192 contacts →

Strong evidence

“Handelsbanken Wealth & Asset Management (Handelsbanken Wealth) is the wealth and investment management arm of Handelsbanken in the UK.”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500174 contacts →

Strong evidence

“Walker Crips is a UK wealth and investment management firm providing discretionary portfolio management, financial planning and structured investment solutions for private…”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceLondon, United KingdomHQ checked Sep 28, 202651-200156 contacts →

Strong evidence

“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-200114 contacts →

Partial evidence

“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-20088 contacts →

Indirect evidence

“Timeline is the integrated ecosystem built for modern financial advisers.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-20088 contacts →

Indirect evidence

“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceLondon, United KingdomHQ checked Sep 28, 202651-20083 contacts →

Strong evidence

“WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-20064 contacts →

Indirect evidence

“We've built Fundment to propel financial advice businesses through technology.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 319 digital wealth management platforms based in London, United Kingdom

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Digital wealth management platforms based in London, United Kingdom at a glance

As of Sep 28, 2026
44.2%Verified-email coverage
63.8Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
155
11-50
104
51-200
26
201-500
18
501-1,000
8
1,001-5,000
5
5,001-10,000
3

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 319 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 digital wealth management 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 London, United Kingdom whose own description of what they do matches “digital wealth management 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 digital wealth management 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 digital wealth management platforms, and records with no verified work email. Companies headquartered outside London 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, 9,010 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 28, 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 digital wealth management 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 digital wealth management platforms are there based in London, United Kingdom?

RevenueBase identified 319 digital wealth management platforms headquartered in London, 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?

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

Which city in the United Kingdom has the most digital wealth management platforms?

London leads the United Kingdom with 319 headquartered companies, followed by Manchester (19) and Edinburgh (13).

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 9,010 verified decision-maker contacts tracked across these 319 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 28, 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.