Company lists · Data refreshed September 2026
Top 25 Financial coaching platforms based in the United Kingdom
RevenueBase identified 197 financial coaching platforms headquartered in the United Kingdom as of September 2026 and tracks 1,504 professional contacts across them, including 454 with verified work emails and 149 with mobile numbers. London is the largest hub.
This list covers financial coaching platforms 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 25 largest financial coaching platforms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | CLEOIndirect evidence | 507 | |||
Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | LifetimeIndirect evidence | 128 | |||
“Here at Lifetime, we help people understand what their money can do for them.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 86 | ||||
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | Riseup ILIndirect evidence | 53 | |||
“Hi there, we’re RiseUp, thanks for checking us out :) We founded the company in 2017 because we couldn’t stand how difficult and frustrating it was to manage your personal…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | UpdraftPartial evidence | 43 | |||
“Updraft is a part lending, part credit report, and part financial planning app for millennials.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 37 | ||||
“We provide coaching, education, and support, helping you to build solid foundations for a secure financial future.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 30 | ||||
“Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 | ||||
“Take control of your money.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 27 | ||||
“Bippit is expert financial guidance for every employee, including one-to-one coaching from qualified professionals, and all the tools they need to manage their financial lives.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | Maji Financial WellbeingStrong evidence | 16 | |||
“Maji is the complete financial wellbeing and money management platform – designed to improve financial outcomes through education, practical tools and behaviour change.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 | ||||
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | SmartpursePartial evidence | 13 | |||
“Financial Education changes lives and workforces!” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | SomosfinPartial evidence | 11 | |||
“Somosfin is a solution to close the financial knowledge gap so that people can be in control of their own money and feel empowered to achieve their financial goals.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 | ||||
“Providing clients with a platform and tools to achieve better customer outcomes.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | OpenmoneyIndirect evidence | 9 | |||
“Figuring out the best ways to use your money isn’t always easy, so it makes sense to seek advice from professionals.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 | ||||
“Empowering financial decisions and simplifying lives by delivering the most competitive solutions in the market.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | Town Close Financial PlanningIndirect evidence | 8 | |||
“At Town Close, we're here for life.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 | ||||
“AAG Financial Education is an award-winning provider of financial education and advice.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | YEELDIndirect evidence | 8 | |||
Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 | ||||
“At Finli, we aim to deliver a fresh approach to financial advice.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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. | |||||
| 22 | Simply AdvicePartial evidence | 4 | |||
“Our aim is to help individuals and businesses to achieve their financial goals.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 | ||||
“Evolve is an interactive and inclusive e-learning platform that delivers impartial financial education to employees, helping them live a more informed, happier and healthier life.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | Montgomery FinancialPartial evidence | 2 | |||
“At Montgomery Financial, our mission is to empower millions of individuals to take their first steps toward turning their life dreams into reality.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 | ||||
“Asset & Eve has started out with the belief that millennial women deserve all the money.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 197 financial coaching platforms based in the United Kingdom
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 454 reachable decision-makers.
Free signup · no credit card
Financial coaching platforms 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 coaching platforms, 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 coaching platforms”. 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 coaching platforms, 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, 454 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.
Financial coaching platforms by metro
- Financial coaching platforms in London102
Frequently asked
How many financial coaching platforms are there based in the United Kingdom?
RevenueBase identified 197 financial coaching platforms 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?
CLEO, headquartered in London, tops this list with the largest team on record.
Which city has the most financial coaching platforms?
London leads with 102 headquartered companies, followed by Manchester (5) and Glasgow (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 454 verified decision-maker contacts tracked across these 197 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.
Ready to reach these companies? Verified emails and direct dials for all 197 financial coaching platforms based in the United Kingdom. Start with a free account, no credit card.
Get the full listRelated lists
Financial coaching platforms by geography
- Financial coaching platforms based in the United States
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany
- Financial coaching platforms based in France
- Financial coaching platforms based in Mexico
- Financial coaching platforms based in South Africa
- Financial coaching platforms based in Spain
- Financial coaching platforms based in Switzerland
- Financial coaching platforms based in New Zealand
Browse the directory
Browse: Companies home · All United Kingdom lists · All Financial coaching platforms lists · New 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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial coaching platforms based in the United States
- Financial coaching platforms based in Brazil
- Financial coaching platforms based in Australia
- Financial coaching platforms based in Canada
- Financial coaching platforms based in the Netherlands
- Financial coaching platforms based in Germany