Company lists · Data refreshed September 2026
Top 25 Embedded wealth management platforms based in the United Kingdom
RevenueBase identified 1,331 company matches for embedded wealth management platforms associated with the United Kingdom as of September 2026 and tracks 43,831 professional contacts across them, including 18,510 with verified work emails. London is the largest hub.
This list covers company matches for embedded wealth management platforms 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 28, 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 embedded wealth management platforms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,802 contacts → | ||||
Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 4,111 contacts → | ||||
Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 2,717 contacts → | ||||
Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 2,096 contacts → | ||||
Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 1,927 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 929 contacts → | ||||
Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 865 contacts → | ||||
Exact match “Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 721 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 689 contacts → | ||||
Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 593 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 589 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 505 contacts → | ||||
Exact match “We understand the impact your wealth has today and for generations to come.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 485 contacts → | ||||
Exact match “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 448 contacts → | ||||
Exact match “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 443 contacts → | ||||
Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 415 contacts → | ||||
Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 403 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 392 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 347 contacts → | ||||
Exact match “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 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 28, 2026 · View company records in RevenueBase | |||||
| 21 | 339 contacts → | ||||
Exact match “2plan wealth management is the UK's largest independent advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 311 contacts → | ||||
Exact match “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 297 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 284 contacts → | ||||
Exact match “Saltus is an independently owned financial planning and investment management company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 249 contacts → | ||||
Exact match “LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Recorded in the RevenueBase company graph · Sep 28, 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 “embedded wealth management platforms”. 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 1,331 embedded wealth management platforms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 18,510 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Embedded wealth management platforms based in the United Kingdom at a glance
As of Sep 28, 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 1,331 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 “embedded wealth management platforms” 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 18,510 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 28, 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.
Embedded wealth management platforms 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 “embedded wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many embedded wealth management platforms are there based in the United Kingdom?
RevenueBase identified 1,331 company matches for embedded wealth management platforms 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?
FNZ tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most embedded wealth management platforms?
London leads with 487 company records, followed by Manchester (24) and Bristol (20).
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 18,510 professional contacts with verified work emails tracked across these 1,331 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,331 embedded wealth management platforms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Embedded wealth management platforms by geography
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
- Embedded wealth management platforms based in Montreal, Canada
- Embedded wealth management platforms based in Toronto, Canada
- Embedded wealth management platforms based in Vancouver, Canada
- Embedded wealth management platforms based in Winnipeg, Canada
- Embedded wealth management platforms based in Bordeaux, France
- Embedded wealth management platforms based in Lyon, France
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
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
Company intelligence · public preview
Top 25 embedded wealth management platforms 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 1,331 matching company records for embedded wealth management platforms based in the United Kingdom, with 43,831 tracked contacts and 18,510 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: September 28, 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 embedded wealth management platforms 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 |  FNZfnz.comHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 4,802 contacts → |
“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  St. James's Placesjp.co.ukHQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,111 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Barclays Wealth Managementbarclays.co.ukHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 2,717 contacts → |
“Barclays provides wealth management expertise to our clients in the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Evelyn Partnersevelyn.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,096 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  RBC Brewin Dolphinbrewin.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,927 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Stonehage Flemingstonehagefleming.comHQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 929 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Charles Stanleycharles-stanley.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 865 contacts → |
“Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Schroders Personal Wealthlloydswealth.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fairstone Group LTDfairstonegroup.co.ukHQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 593 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cazenove Capitalcazenovecapital.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 505 contacts → |
“We understand the impact your wealth has today and for generations to come.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Intelliflointelliflo.comHQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Titan Wealthtitanwh.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 448 contacts → |
“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Moneyboxmoneyboxapp.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Progenytheprogenygroup.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TRADUtradu.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 347 contacts → |
“Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Atomos Wealthatomos.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 346 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  2plan Wealth Management LTD2plan.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 339 contacts → |
“2plan wealth management is the UK's largest independent advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  JM Finnjmfinn.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 311 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Saltussaltus.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 284 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Lseg Toratora.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 249 contacts → |
“LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,331 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Embedded wealth management platforms: dataset insights
September 28, 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
1,321 records in the displayed employee bands.
10 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 1,331 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 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 ↗
Embedded wealth management platforms by metro
Questions about this company list
What does Exact match mean for embedded wealth management platforms?
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 embedded wealth management platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 1,331 matching company records, 43,831 tracked contacts and 18,510 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: September 28, 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
Embedded wealth management platforms by geography
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
- Embedded wealth management platforms based in Montreal, Canada
- Embedded wealth management platforms based in Toronto, Canada
- Embedded wealth management platforms based in Vancouver, Canada
- Embedded wealth management platforms based in Winnipeg, Canada
- Embedded wealth management platforms based in Bordeaux, France
- Embedded wealth management platforms based in Lyon, France
Cite this list
RevenueBase Data Team. Top 25 embedded wealth management platforms based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/embedded-wealth-management-platforms/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
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
Company intelligence · public preview
Top 25 embedded wealth management platforms based in the United Kingdom
RevenueBase records 1,331 matching company records for embedded wealth management platforms based in the United Kingdom, with 43,831 tracked contacts and 18,510 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: September 28, 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 embedded wealth management platforms 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 | FNZfnz.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 4,802 contacts → |
“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | St. James's Placesjp.co.uk HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,111 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Barclays Wealth Managementbarclays.co.uk HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 2,717 contacts → |
“Barclays provides wealth management expertise to our clients in the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Evelyn Partnersevelyn.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,096 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | RBC Brewin Dolphinbrewin.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,927 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Stonehage Flemingstonehagefleming.com HQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 929 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Charles Stanleycharles-stanley.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 865 contacts → |
“Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Schroders Personal Wealthlloydswealth.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 689 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fairstone Group LTDfairstonegroup.co.uk HQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 593 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cazenove Capitalcazenovecapital.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 505 contacts → |
“We understand the impact your wealth has today and for generations to come.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Intelliflointelliflo.com HQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Titan Wealthtitanwh.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 448 contacts → |
“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Moneyboxmoneyboxapp.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 443 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Progenytheprogenygroup.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 403 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 392 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TRADUtradu.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 347 contacts → |
“Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Atomos Wealthatomos.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 346 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 2plan Wealth Management LTD2plan.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 339 contacts → |
“2plan wealth management is the UK's largest independent advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | JM Finnjmfinn.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 311 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Saltussaltus.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 284 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Lseg Toratora.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 249 contacts → |
“LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,331 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Embedded wealth management platforms: dataset insights
September 28, 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
1,321 records in the displayed employee bands.
10 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 1,331 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 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 ↗
Embedded wealth management platforms by metro
Questions about this company list
What does Exact match mean for embedded wealth management platforms?
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 embedded wealth management platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 1,331 matching company records, 43,831 tracked contacts and 18,510 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: September 28, 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
Embedded wealth management platforms by geography
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada
- Embedded wealth management platforms based in Montreal, Canada
- Embedded wealth management platforms based in Toronto, Canada
- Embedded wealth management platforms based in Vancouver, Canada
- Embedded wealth management platforms based in Winnipeg, Canada
- Embedded wealth management platforms based in Bordeaux, France
- Embedded wealth management platforms based in Lyon, France
Cite this list
RevenueBase Data Team. Top 25 embedded wealth management platforms based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/embedded-wealth-management-platforms/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
- Embedded wealth management platforms based in Melbourne, Australia
- Embedded wealth management platforms based in Sydney, Australia
- Embedded wealth management platforms based in Rio De Janeiro, Brazil
- Embedded wealth management platforms based in Sao Paulo, Brazil
- Embedded wealth management platforms based in Calgary, Canada
- Embedded wealth management platforms based in Mississauga, Canada