Company lists · Data refreshed September 2026

Top 25 Family office software providers based in the United Kingdom

RevenueBase identified 236 company matches for family office software providers associated with the United Kingdom as of September 2026 and tracks 2,843 professional contacts across them, including 1,511 with verified work emails and 147 with mobile numbers. London is the largest hub.

This list covers company matches for family office software providers 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built
236Companies
2,843Contacts tracked
1,511Verified emails
147Mobile numbers
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The 25 largest family office software providers based in the United Kingdom

Ranked by team size
Top 25 of 236 company matches for family office software providers based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United Kingdom1,001-5,000442 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 2, 2026 · View company records in RevenueBase
2Exact matchLondon, United Kingdom51-200203 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3Exact matchLondon, United Kingdom201-500166 contacts →

Exact match

“Welcome to Highvern.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4Exact matchLondres Inglaterra, United Kingdom51-200156 contacts →

Exact match

“Turim é eleita o Melhor Family Office do Brasil e da América Latina pela Euromoney!”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5Exact matchLondon, United Kingdom51-200153 contacts →

Exact match

“It’s more about you than us, but here’s a little about us.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6Exact matchLondon, United Kingdom201-500144 contacts →

Exact match

“We create value for investment managers.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7Exact matchNewbury, United Kingdom51-20085 contacts →

Exact match

“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8Exact matchLondon, United Kingdom51-20078 contacts →

Exact match

“SRL Global is a leading Family Office partner, empowering its clients with capabilities that improve valuation reconciliation, risk management, corporate governance, investment…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9Exact matchLondon, United Kingdom51-20052 contacts →

Exact match

“Investment Software offers IMiX, a front to middle office platform with a multi-client, multi-entity tier system, which combines a range of dynamic tools and services designed to…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10Exact matchLondon, United Kingdom11-5051 contacts →

Exact match

“Saranac Partners is a private office for investments and more.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11Exact matchLondon, United Kingdom11-5045 contacts →

Exact match

“Eighteen48 Partners is an independent and highly aligned Private Investment Office which serves as the ‘home team’ for multi-generational family and institutional capital.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12Exact matchLondon, United Kingdom11-5044 contacts →

Exact match

“Capital Generation Partners (CapGen) is a private investment office that delivers investment portfolios to families, trusts and endowments.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13Exact matchBirmingham, United Kingdom11-5037 contacts →

Exact match

“Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14Exact matchLondon, United Kingdom51-20035 contacts →

Exact match

“The Sekhsaria family has a history of creating enterprises that spans over a century, with decades of experience in the areas of commodities trading, cement, equity markets and…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15Exact matchLondon, United Kingdom11-5029 contacts →

Exact match

“Lincoln Private Investment Office was founded with one aim: to make wealth management work for our clients.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16Exact matchLondon, United Kingdom11-5025 contacts →

Exact match

“Blue Bridge is a family office established in Montreal in 2002.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17Exact matchLondon, United Kingdom51-20025 contacts →

Exact match

“A.C.T, a private group of companies based in London, Dublin, Montecarlo, and Dubai, provides wealth structuring, advisory, corporate, fiduciary and trust services to clients.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18Exact matchLondon, United Kingdom11-5021 contacts →

Exact match

“We help family offices make smart and timely business decisions through efficient use of data and innovative technology”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19Exact matchLondon, United Kingdom11-5020 contacts →

Exact match

“London & Oxford is a privately held family office exclusively serving the long-term interests of our shareholders.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20Exact matchEsher, United Kingdom11-5020 contacts →

Exact match

“TY Danjuma Family Office Ltd.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21Exact matchManchester, United Kingdom11-5019 contacts →

Exact match

“We are a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22Exact matchLondon, United Kingdom11-5019 contacts →

Exact match

“Founded in 2001, Pragma is a London based, Family Office established to formalise and structure investment activities that began in 1994.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23Exact matchLondon, United Kingdom11-5015 contacts →

Exact match

“Family Office and investment advisory contact@bnfcapital.co.uk”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24Exact matchEdinburgh, United Kingdom11-5013 contacts →

Exact match

“North Capital is an independent Private Investment Office located in Edinburgh.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25Exact matchLondon, United Kingdom11-5013 contacts →

Exact match

“Delfin Private Office is an independent family office and wealth advisory firm with a mission to provide wealth owners and their family offices with the support they need to…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase

Showing 25 of 236 family office software providers based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 1,511 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office software providers based in the United Kingdom at a glance

As of Sep 2, 2026
53.1%Verified-email coverage
5.2%Mobile-number coverage
12.0Average contacts per company
1-10Median size (employees)
72.9%Largest-city concentration · London
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
140
11-50
70
51-200
18
201-500
4
1,001-5,000
3
10001+
1

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 office software providers” 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 1,511 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.

Family office software providers 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 “family office software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office software providers are there based in the United Kingdom?

RevenueBase identified 236 company matches for family office software providers 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?

Titan Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most family office software providers?

London leads with 172 company records, followed by Manchester (2) and Birmingham (2).

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 1,511 professional contacts with verified work emails tracked across these 236 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.