Company lists · Data refreshed September 2026
Top 20 Family financial planning software companies based in the United Kingdom
RevenueBase identified 63 company matches for family financial planning software companies associated with the United Kingdom as of September 2026 and tracks 305 professional contacts across them, including 130 with verified work emails and 22 with mobile numbers. London is the largest hub.
This list covers company matches for family financial planning software companies 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 2, 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 20 largest family financial planning software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 46 contacts → | ||||
Exact match “TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 45 contacts → | ||||
Exact match “HyperJar is the spending super-app: an intuitive digital account with a prepaid debit card that helps people Spend Life Well.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 29 contacts → | ||||
Exact match “Take control of your money.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Sync helps people to save effortlessly and build financial resilience.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Helping people understand money and plan it around life – not the other way around.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Somosfin is a solution to close the financial knowledge gap so that people can be in control of their own money and feel empowered to achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Our mission At Money Guided we believe small steps, made regularly, can create big changes.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Empowering financial decisions and simplifying lives by delivering the most competitive solutions in the market.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “Lumio is the simplest way for couples to manage their money together.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Pennyworth BRANE™ is a hybrid‐AI platform that lives inside your banking and wealth ecosystem, transforming fragmented customer data into personalised, compliant next‐best actions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Know Your Dosh is a platform that empowers families to take control of their household finances in a simple yet highly secure manner.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “OMNI is a secure and innovative application in which you can undertake full personal finance management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Provider of the UK's market-leading Financial Planning software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “At Montgomery Financial, our mission is to empower millions of individuals to take their first steps toward turning their life dreams into reality.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “GPS Money is a premium expense management platform that lets private individuals, families and small businesses organise, track and budget expenses across multiple bank accounts…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Helping your Organise Your Money.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Hi, my name is Patricia Buckland, the founder of Debt Talk Ltd.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Money Mapping is the new, smart and fun way to get clarity on your life and your money.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “We are passionate and enthusiastic believers in the power of cash flow planning and have worked with many financial planners and IFAs over the years to produce forecasts via…” Recorded in the RevenueBase company graph · Sep 2, 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 “family financial planning software companies”. 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 20 of 63 family financial planning software companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 130 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family financial planning software companies based in the United Kingdom at a glance
As of Sep 2, 2026Companies by employee count
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 “family financial planning software companies” 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 130 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 2, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family financial planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family financial planning software companies are there based in the United Kingdom?
RevenueBase identified 63 company matches for family financial planning software companies 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?
Totallymoney tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most family financial planning software companies?
London leads with 32 company records, followed by Manchester (5) and Birmingham (3).
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 130 professional contacts with verified work emails tracked across these 63 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 63 family financial planning software companies based in the United Kingdom. Start with a free account, no credit card.
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Family financial planning software companies by geography
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
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- New lists
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Company intelligence · public preview
Top 20 family financial planning software companies 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 63 matching company records for family financial planning software companies based in the United Kingdom, with 305 tracked contacts and 130 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 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 20 family financial planning software companies 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 |  Totallymoneytotallymoney.comHQ: HQ not recorded; location: London, United KingdomReported employees: 51-200 | HQ not recorded; location: London, United Kingdom | 51-200 | Exact match | 46 contacts → |
“TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hyperjarhyperjar.comHQ: HQ not recorded; location: London, United KingdomReported employees: 51-200 | HQ not recorded; location: London, United Kingdom | 51-200 | Exact match | 45 contacts → |
“HyperJar is the spending super-app: an intuitive digital account with a prepaid debit card that helps people Spend Life Well.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  EMMAemma-app.comHQ: HQ not recorded; location: London, United KingdomReported employees: 11-50 | HQ not recorded; location: London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Take control of your money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sync Savingssync-savings.comHQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Sync helps people to save effortlessly and build financial resilience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Money Meansmoneymeans.co.ukHQ: HQ not recorded; location: Hitchin, United KingdomReported employees: 1-10 | HQ not recorded; location: Hitchin, United Kingdom | 1-10 | Exact match | 13 contacts → |
“Helping people understand money and plan it around life – not the other way around.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fincalcfincalc.co.ukHQ: HQ not recorded; location: Colchester, United KingdomReported employees: 11-50 | HQ not recorded; location: Colchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Somosfinsomosfin.comHQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Somosfin is a solution to close the financial knowledge gap so that people can be in control of their own money and feel empowered to achieve their financial goals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Money Guidedmoneyguided.comHQ: HQ not recorded; location: South Bank, United KingdomReported employees: 1-10 | HQ not recorded; location: South Bank, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Our mission At Money Guided we believe small steps, made regularly, can create big changes.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Firstborn Groupfirstborngroup.comHQ: HQ not recorded; location: Manchester, United KingdomReported employees: 11-50 | HQ not recorded; location: Manchester, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Empowering financial decisions and simplifying lives by delivering the most competitive solutions in the market.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  LUMIOlumio-app.comHQ: HQ not recorded; location: London, United KingdomReported employees: 11-50 | HQ not recorded; location: London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Lumio is the simplest way for couples to manage their money together.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pennyworthpennyworthfinancial.comHQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Pennyworth BRANE™ is a hybrid‐AI platform that lives inside your banking and wealth ecosystem, transforming fragmented customer data into personalised, compliant next‐best actions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Know Your Doshknowyourdosh.comHQ: HQ not recorded; location: Slough, United KingdomReported employees: 1-10 | HQ not recorded; location: Slough, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Know Your Dosh is a platform that empowers families to take control of their household finances in a simple yet highly secure manner.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Omni Moneyomnimoney.io HQ: HQ not recorded; location: Bedford, United KingdomReported employees: 1-10 | HQ not recorded; location: Bedford, United Kingdom | 1-10 | Exact match | 4 contacts → |
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Prestwood Software Limitedtruthsoftware.co.ukHQ: HQ not recorded; location: Stourbridge, United KingdomReported employees: 11-50 | HQ not recorded; location: Stourbridge, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Provider of the UK's market-leading Financial Planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Montgomery Financialmontgomeryfs.co.ukHQ: HQ not recorded; location: Raunds, United KingdomReported employees: 11-50 | HQ not recorded; location: Raunds, United Kingdom | 11-50 | Exact match | 2 contacts → |
“At Montgomery Financial, our mission is to empower millions of individuals to take their first steps toward turning their life dreams into reality.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  GPS Moneygpsmoney.co.ukHQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“GPS Money is a premium expense management platform that lets private individuals, families and small businesses organise, track and budget expenses across multiple bank accounts…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Organise Your Moneyorganiseyourmoney.co.ukHQ: HQ not recorded; location: Manchester, United KingdomReported employees: 1-10 | HQ not recorded; location: Manchester, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Helping your Organise Your Money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Debt Talk LTDdebt-talk.comHQ: HQ not recorded; location: High Wycombe, United KingdomReported employees: 1-10 | HQ not recorded; location: High Wycombe, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Hi, my name is Patricia Buckland, the founder of Debt Talk Ltd.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Money Mapping Limitedmoneymapping.comHQ: HQ not recorded; location: Chelmsford, United KingdomReported employees: 1-10 | HQ not recorded; location: Chelmsford, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Money Mapping is the new, smart and fun way to get clarity on your life and your money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Moneyscopemoneyscopehq.comHQ: HQ not recorded; location: Milton Hill Abingdon, United KingdomReported employees: 1-10 | HQ not recorded; location: Milton Hill Abingdon, United Kingdom | 1-10 | Exact match | 1 contacts → |
“We are passionate and enthusiastic believers in the power of cash flow planning and have worked with many financial planners and IFAs over the years to produce forecasts via…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 63 company matches
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Family financial planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
62 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Questions about this company list
What does Exact match mean for family financial planning software companies?
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 family financial planning software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 63 matching company records, 305 tracked contacts and 130 verified emails. The public preview displays 20 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 2, 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
Family financial planning software companies by geography
Cite this list
RevenueBase Data Team. Top 20 family financial planning software companies based in the United Kingdom. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-financial-planning-software-companies/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
- Family financial planning software companies based in the United States
- Family financial planning software companies based in Canada
- Family financial planning software companies based in Australia
- Family financial planning software companies based in India
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
Company intelligence · public preview
Top 20 family financial planning software companies based in the United Kingdom
RevenueBase records 63 matching company records for family financial planning software companies based in the United Kingdom, with 305 tracked contacts and 130 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 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 20 family financial planning software companies 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 | Totallymoneytotallymoney.com HQ: HQ not recorded; location: London, United KingdomReported employees: 51-200 | HQ not recorded; location: London, United Kingdom | 51-200 | Exact match | 46 contacts → |
“TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hyperjarhyperjar.com HQ: HQ not recorded; location: London, United KingdomReported employees: 51-200 | HQ not recorded; location: London, United Kingdom | 51-200 | Exact match | 45 contacts → |
“HyperJar is the spending super-app: an intuitive digital account with a prepaid debit card that helps people Spend Life Well.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | EMMAemma-app.com HQ: HQ not recorded; location: London, United KingdomReported employees: 11-50 | HQ not recorded; location: London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Take control of your money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sync Savingssync-savings.com HQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Sync helps people to save effortlessly and build financial resilience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Money Meansmoneymeans.co.uk HQ: HQ not recorded; location: Hitchin, United KingdomReported employees: 1-10 | HQ not recorded; location: Hitchin, United Kingdom | 1-10 | Exact match | 13 contacts → |
“Helping people understand money and plan it around life – not the other way around.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fincalcfincalc.co.uk HQ: HQ not recorded; location: Colchester, United KingdomReported employees: 11-50 | HQ not recorded; location: Colchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Somosfinsomosfin.com HQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Somosfin is a solution to close the financial knowledge gap so that people can be in control of their own money and feel empowered to achieve their financial goals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Money Guidedmoneyguided.com HQ: HQ not recorded; location: South Bank, United KingdomReported employees: 1-10 | HQ not recorded; location: South Bank, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Our mission At Money Guided we believe small steps, made regularly, can create big changes.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Firstborn Groupfirstborngroup.com HQ: HQ not recorded; location: Manchester, United KingdomReported employees: 11-50 | HQ not recorded; location: Manchester, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Empowering financial decisions and simplifying lives by delivering the most competitive solutions in the market.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | LUMIOlumio-app.com HQ: HQ not recorded; location: London, United KingdomReported employees: 11-50 | HQ not recorded; location: London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Lumio is the simplest way for couples to manage their money together.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pennyworthpennyworthfinancial.com HQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Pennyworth BRANE™ is a hybrid‐AI platform that lives inside your banking and wealth ecosystem, transforming fragmented customer data into personalised, compliant next‐best actions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Know Your Doshknowyourdosh.com HQ: HQ not recorded; location: Slough, United KingdomReported employees: 1-10 | HQ not recorded; location: Slough, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Know Your Dosh is a platform that empowers families to take control of their household finances in a simple yet highly secure manner.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Omni Moneyomnimoney.io HQ: HQ not recorded; location: Bedford, United KingdomReported employees: 1-10 | HQ not recorded; location: Bedford, United Kingdom | 1-10 | Exact match | 4 contacts → |
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Prestwood Software Limitedtruthsoftware.co.uk HQ: HQ not recorded; location: Stourbridge, United KingdomReported employees: 11-50 | HQ not recorded; location: Stourbridge, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Provider of the UK's market-leading Financial Planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Montgomery Financialmontgomeryfs.co.uk HQ: HQ not recorded; location: Raunds, United KingdomReported employees: 11-50 | HQ not recorded; location: Raunds, United Kingdom | 11-50 | Exact match | 2 contacts → |
“At Montgomery Financial, our mission is to empower millions of individuals to take their first steps toward turning their life dreams into reality.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | GPS Moneygpsmoney.co.uk HQ: HQ not recorded; location: London, United KingdomReported employees: 1-10 | HQ not recorded; location: London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“GPS Money is a premium expense management platform that lets private individuals, families and small businesses organise, track and budget expenses across multiple bank accounts…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Organise Your Moneyorganiseyourmoney.co.uk HQ: HQ not recorded; location: Manchester, United KingdomReported employees: 1-10 | HQ not recorded; location: Manchester, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Helping your Organise Your Money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Debt Talk LTDdebt-talk.com HQ: HQ not recorded; location: High Wycombe, United KingdomReported employees: 1-10 | HQ not recorded; location: High Wycombe, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Hi, my name is Patricia Buckland, the founder of Debt Talk Ltd.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Money Mapping Limitedmoneymapping.com HQ: HQ not recorded; location: Chelmsford, United KingdomReported employees: 1-10 | HQ not recorded; location: Chelmsford, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Money Mapping is the new, smart and fun way to get clarity on your life and your money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Moneyscopemoneyscopehq.com HQ: HQ not recorded; location: Milton Hill Abingdon, United KingdomReported employees: 1-10 | HQ not recorded; location: Milton Hill Abingdon, United Kingdom | 1-10 | Exact match | 1 contacts → |
“We are passionate and enthusiastic believers in the power of cash flow planning and have worked with many financial planners and IFAs over the years to produce forecasts via…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Family financial planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
62 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 ↗
Questions about this company list
What does Exact match mean for family financial planning software companies?
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 family financial planning software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 63 matching company records, 305 tracked contacts and 130 verified emails. The public preview displays 20 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 2, 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
Family financial planning software companies by geography
Cite this list
RevenueBase Data Team. Top 20 family financial planning software companies based in the United Kingdom. Snapshot: September 2, 2026. https://revenuebase.ai/companies/family-financial-planning-software-companies/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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