Company lists · Data refreshed September 2026

Top 25 Financial advisory software companies based in London, United Kingdom

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 72 companies tracked

RevenueBase identified 72 financial advisory software companies headquartered in London, United Kingdom as of September 2026 and tracks 1,009 professional contacts across them, including 470 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers financial advisory software companies 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

72Companies

1,009Contacts tracked

470Verified emails

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The 25 largest financial advisory software companies based in London, United Kingdom

Ranked by team size

Top 25 of 72 financial advisory software companies 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 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	Clearwater Wealth Management	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	135 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
2	FLM	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	111 contacts →
	Indirect evidence “We believe managing your money should be simple.” Source: RevenueBase Database · checked Sep 28, 2026
3	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
4	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 28, 2026
5	Corfinancial	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	88 contacts →
	Strong evidence “Corfinancial provides software and advice to the financial services sector around the world.” Source: RevenueBase Database · checked Sep 28, 2026
6	Singletrack	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	70 contacts →
	Indirect evidence “Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Source: RevenueBase Database · checked Sep 28, 2026
7	Fundment	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	64 contacts →
	Partial evidence “We've built Fundment to propel financial advice businesses through technology.” Source: RevenueBase Database · checked Sep 28, 2026
8	SP Angel	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “We have expanded steadily since our formation in 2006 and currently act as adviser and broker to over 50 companies quoted on AIM, the Aquis Exchange or the Main Market.” Source: RevenueBase Database · checked Sep 28, 2026
9	Eminent Financial LTD	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	25 contacts →
	Partial evidence “Eminent Financial Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial…” Source: RevenueBase Database · checked Sep 28, 2026
10	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
11	ONE Financial Planning LTD	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Source: RevenueBase Database · checked Sep 28, 2026
12	Valura	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect 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
13	Equipos	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	9 contacts →
	Indirect evidence “Equipos is now SimCorp.” Source: RevenueBase Database · checked Sep 28, 2026
14	Woven Advice	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.” Source: RevenueBase Database · checked Sep 28, 2026
15	EKORN	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “We are transforming the financial adviser and client experience through our holistic operating system and platform solution.” Source: RevenueBase Database · checked Sep 28, 2026
16	Alpima NOW Quantifeed	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “The SaaS Platform for Investment Management and Product Design.” Source: RevenueBase Database · checked Sep 28, 2026
17	Global Valuation	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Global Valuation, we believe in making risk and pricing analytics accessible, easy to use, and fast to compute.” Source: RevenueBase Database · checked Sep 28, 2026
18	Zenith ONE	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Zenith One enables human financial advisors to cost-effectively offer their customers access to financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
19	Puregroup	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “PureGroup is a UK-based financial technology business, established in 2013, focused on delivering sales optimisation for global asset managers.” Source: RevenueBase Database · checked Sep 28, 2026
20	Dashro Solutions	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Dashro was created to provide bespoke IT development solutions for Wealth, Fund and Asset Management institutions servicing small to medium-sized finance companies who believe…” Source: RevenueBase Database · checked Sep 28, 2026
21	Finance Director London	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Finance Director London has a mission to help small businesses and startups succeed and scale up.” Source: RevenueBase Database · checked Sep 28, 2026
22	Sphere	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Sphere is the business development software supercharging networking for financial services- First niche, finance-specific industry platform - Helping you to build a more valuable…” Source: RevenueBase Database · checked Sep 28, 2026
23	Portal Soft LTD	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	2 contacts →
	Strong evidence “Your Partner in Financial Software Excellence” Source: RevenueBase Database · checked Sep 28, 2026
24	Audley Capital Advisors LLP	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “Audley Capital Advisors LLP is a London-based firm.” Source: RevenueBase Database · checked Sep 28, 2026
25	TAO Analytics	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “Tao Analytics is an innovative company with ground breaking investment software technology for the global investment management industry.” 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 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 software companies.
Partial evidence: Its own public description names part of financial advisory 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 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 72 financial advisory software companies based in London, United Kingdom

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Financial advisory software companies based in London, United Kingdom at a glance

As of Sep 28, 2026

46.6%Verified-email coverage

14.0Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

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 72 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 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 London, United Kingdom whose own description of what they do matches “financial advisory 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 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 software companies, 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, 470 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 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 software companies are there based in London, United Kingdom?

RevenueBase identified 72 financial advisory software companies 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?

Clearwater Wealth Management, headquartered in London, tops this list with the largest team on record.

Which city in the United Kingdom has the most financial advisory software companies?

London leads the United Kingdom with 72 headquartered companies, followed by Bristol (4) and Altrincham (3).

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 470 verified decision-maker contacts tracked across these 72 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.