Company lists · Data refreshed September 2026

Top 25 Financial advisory AI software companies based in the United Kingdom

Name: Financial advisory AI software companies based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 324 companies tracked

RevenueBase identified 324 financial advisory AI software companies headquartered in the United Kingdom as of September 2026 and tracks 3,902 professional contacts across them, including 1,487 with verified work emails. London is the largest hub.

This list covers financial advisory AI software companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

324Companies

3,902Contacts tracked

1,487Verified emails

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The 25 largest financial advisory AI software companies based in the United Kingdom

Ranked by team size

Top 25 of 324 financial advisory AI software companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory AI software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Intelliflo	Strong evidence	Wimbledon, United KingdomHQ checked Sep 28, 2026	201-500	485 contacts →
	Strong evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 28, 2026
2	Fintechos	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	226 contacts →
	Strong evidence “FintechOS is the AI platform for financial product operations.” Source: RevenueBase Database · checked Sep 28, 2026
3	Galytix	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	197 contacts →
	Strong evidence “Galytix (GX) is a specialised AI firm built exclusively for financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
4	Cashdirector	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	139 contacts →
	Indirect evidence “CashDirector helps banks attract SME/SMB customers and increase this segment's profitability by offering enriched online banking services.” Source: RevenueBase Database · checked Sep 28, 2026
5	Focus Advice Technology	Partial evidence	Leamington Spa, United KingdomHQ checked Sep 28, 2026	51-200	126 contacts →
	Partial evidence “At Focus, we specialise in advice technology that helps financial services firms deliver smarter, faster, and more engaging client experiences.” Source: RevenueBase Database · checked Sep 28, 2026
6	Wealth Wizards	Partial evidence	United KingdomHQ checked Sep 28, 2026	51-200	105 contacts →
	Partial evidence “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
7	Unbiased	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	97 contacts →
	Strong evidence “Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Source: RevenueBase Database · checked Sep 28, 2026
8	Timeline	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	88 contacts →
	Partial evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 28, 2026
9	EV	Indirect evidence	Newbury Business Park, United KingdomHQ checked Sep 28, 2026	51-200	86 contacts →
	Indirect evidence “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: RevenueBase Database · checked Sep 28, 2026
10	AVENI	Strong evidence	Edinburgh, United KingdomHQ checked Sep 28, 2026	51-200	84 contacts →
	Strong evidence “AI built for Financial Services.” Source: RevenueBase Database · checked Sep 28, 2026
11	intellimation.ai	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	74 contacts →
	Strong evidence “intellimation.ai is an enterprise AI software provider, not a model lab, not a chatbot, that builds production AI applications operating at the inference layer, wrapping any…” Source: RevenueBase Database · checked Sep 28, 2026
12	Curo By Time4advice	Partial evidence	Norwich, United KingdomHQ checked Sep 28, 2026	11-50	55 contacts →
	Partial evidence “We’re out to disrupt financial planning technology.” Source: RevenueBase Database · checked Sep 28, 2026
13	Arabesque	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	53 contacts →
	Partial evidence “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Source: RevenueBase Database · checked Sep 28, 2026
14	Saturn	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	51 contacts →
	Partial evidence “Saturn automates advice operations, compliance, and investment research workflows using data and AI establishing a single source of truth.” Source: RevenueBase Database · checked Sep 28, 2026
15	Sciforn	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	44 contacts →
	Strong evidence “Sciforn builds AI-native financial technology across five connected platforms: Athena (CRE loan servicing & asset management), Selene (fund operations, NAV & carry), Helios…” Source: RevenueBase Database · checked Sep 28, 2026
16	Oxford Risk	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…” Source: RevenueBase Database · checked Sep 28, 2026
17	Aventur	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.” Source: RevenueBase Database · checked Sep 28, 2026
18	Huguenot Services Limited	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “Huguenots creates powerful automated investment reporting for the fund management industry.” Source: RevenueBase Database · checked Sep 28, 2026
19	Finster AI	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “Enterprise-grade AI for Finance.” Source: RevenueBase Database · checked Sep 28, 2026
20	Collidr	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “About us Collidr is a fintech disruptor, applying the power of AI-driven technology to deliver better outcomes to all investors through our services – which include model…” Source: RevenueBase Database · checked Sep 28, 2026
21	Synaptic	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	23 contacts →
	Strong evidence “At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Source: RevenueBase Database · checked Sep 28, 2026
22	Rimbal	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	19 contacts →
	Strong evidence “Rimbal builds the operating infrastructure for financial advice - from human-led to AI-driven - and provides everything you need to run your financial advice business.” Source: RevenueBase Database · checked Sep 28, 2026
23	Predictiva	Partial evidence	Leicester, United KingdomHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “Predictiva creates AI platforms which solve the most challenging market optimisation dilemmas.” Source: RevenueBase Database · checked Sep 28, 2026
24	Multiply	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Multiply is an award-winning WealthTech company based in the UK, founded in 2016.” Source: RevenueBase Database · checked Sep 28, 2026
25	Valura	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Maximize Your Corporate Worth with Autonomous AI VALURA is a corporate fintech leveraging autonomous AI to help companies eliminate hidden inefficiencies, optimize operations, and…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisory AI software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial advisory AI software companies.
Partial evidence: Its own public description names part of financial advisory AI software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory AI software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 324 financial advisory AI software companies based in the United Kingdom

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Financial advisory AI software companies based in the United Kingdom at a glance

As of Sep 28, 2026

38.1%Verified-email coverage

12.0Average contacts per company

1-10Median size (employees)

68.5%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

212

11-50

51-200

201-500

10001+

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 324 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial advisory AI software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United Kingdom whose own description of what they do matches “financial advisory AI software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisory AI software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial advisory AI software companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,487 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial advisory AI software companies by metro

Financial advisory AI software companies in London222

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial advisory AI software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial advisory AI software companies are there based in the United Kingdom?

RevenueBase identified 324 financial advisory AI software companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Intelliflo, headquartered in Wimbledon, tops this list with the largest team on record.

Which city has the most financial advisory AI software companies?

London leads with 222 headquartered companies, followed by Manchester (5) and Edinburgh (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,487 verified decision-maker contacts tracked across these 324 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

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