Company lists · Data refreshed September 2026
Top 12 Financial aggregation software companies based in the United Kingdom
RevenueBase identified 35 financial aggregation software companies headquartered in the United Kingdom as of September 2026 and tracks 124 professional contacts across them, including 34 with verified work emails and 13 with mobile numbers. London is the largest hub.
This list covers financial aggregation 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, how directly it supports the match, and when it was last checked. 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 12 largest financial aggregation software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 29 | ||||
“Take control of your money.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | YEELDIndirect evidence | 8 | |||
Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | PennyworthIndirect evidence | 6 | |||
“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.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 6 | ||||
“Intelligent Software for Intelligent Professionals Qokoon automates financial analysis, management reporting and PortCo monitoring for Private Equity, Banks and CFOs-…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 5 | ||||
“At Global Valuation, we believe in making risk and pricing analytics accessible, easy to use, and fast to compute.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 | ||||
“Credit-Vision is the next generation Saas-based financial data platform for banks and investment funds to standardise, aggregate and analyse private company financial data…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | Omni MoneyIndirect evidence | 4 | |||
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | Organise Your MoneyIndirect evidence | 2 | |||
“Helping your Organise Your Money.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 | ||||
“Part of the Natwest Fintech Accelerator Programme in London* Fintify is a B2B platform that helps businesses offer cross border account aggregation while delivering deep insights…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | SJ Finance Services LimitedPartial evidence | 1 | |||
“If you’re considering private equity investment or an M&A transaction, outdated financial models can create costly challenges such as inaccurate forecasting and time-consuming…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 | ||||
“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…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | WealthsteerIndirect evidence | 1 | |||
“Track your finances, assets and policies.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 12 of 35 financial aggregation software companies based in the United Kingdom
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Financial aggregation software companies based in the United Kingdom at a glance
As of Sep 2, 2026Companies by employee count
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 aggregation software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 aggregation software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial aggregation 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 an evidence 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, 34 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 2, 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
How many financial aggregation software companies are there based in the United Kingdom?
RevenueBase identified 35 financial aggregation 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?
EMMA, headquartered in London, tops this list with the largest team on record.
Which city has the most financial aggregation software companies?
London leads with 20 headquartered companies, followed by Manchester (2) and Cambridge (1).
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 34 verified decision-maker contacts tracked across these 35 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 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.
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