Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in London, United Kingdom

RevenueBase identified 834 financial advisory platforms headquartered in London, United Kingdom as of September 2026 and tracks 24,167 professional contacts across them, including 10,237 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

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

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
834Companies
24,167Contacts tracked
10,237Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial advisory platforms based in London, United Kingdom

Ranked by team size
Top 25 of 834 financial advisory platforms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20265,001-10,0004,802 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0002,595 contacts →

Partial evidence

“Hi, we’re eToro, The World’s Leading Social Investment Platform.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,0001,124 contacts →

Strong evidence

“FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026501-1,0001,107 contacts →

Partial evidence

“Founded in 1989 to make financial markets truly accessible, CMC Markets has evolved into a global leader in online trading, while staying true to its original ethos.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026501-1,0001,027 contacts →

Indirect evidence

“Our mission is to enable everyone to build wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500589 contacts →

Indirect evidence

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500500 contacts →

Partial evidence

“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500443 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500403 contacts →

Partial evidence

“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026501-1,000354 contacts →

Partial evidence

“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500347 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500346 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,000281 contacts →

Strong evidence

“We provide fast and flexible access to over financial markets – including indices, shares, forex and commodities – through our award-winning range of platforms and apps.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500232 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500232 contacts →

Indirect evidence

“Freetrade is on a mission to become the default place to invest.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-200219 contacts →

Indirect evidence

“Chip is your wealth app.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500208 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-200206 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-200198 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026501-1,000179 contacts →

Partial evidence

“It’s time for a new approach to financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261,001-5,000158 contacts →

Partial evidence

“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-200156 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-200152 contacts →

Partial evidence

“We are in the business of financial life intelligence.”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500135 contacts →

Strong evidence

“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-200127 contacts →

Indirect evidence

“We are here to bring focus back to what truly matters, and redefine the meaning of wealth.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 834 financial advisory platforms based in London, United Kingdom

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 10,237 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial advisory platforms based in London, United Kingdom at a glance

As of Sep 28, 2026
42.4%Verified-email coverage
29.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
510
11-50
222
51-200
59
201-500
26
501-1,000
9
1,001-5,000
5
5,001-10,000
1
10001+
1

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 834 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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in London, United Kingdom whose own description of what they do matches “financial advisory platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial advisory platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial advisory platforms, and records with no verified work email. Companies headquartered outside London are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 10,237 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

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

How many financial advisory platforms are there based in London, United Kingdom?

RevenueBase identified 834 financial advisory platforms headquartered in London, United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city in the United Kingdom has the most financial advisory platforms?

London leads the United Kingdom with 834 headquartered companies, followed by Manchester (56) and Glasgow (46).

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 10,237 verified decision-maker contacts tracked across these 834 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.

Ready to reach these companies? Verified emails and direct dials for all 834 financial advisory platforms based in London, United Kingdom. Start with a free account, no credit card.

Download this list →

Related lists

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.