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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
197Companies
1,504Contacts tracked
454Verified emails
149Mobile numbers
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The 25 largest financial coaching platforms based in the United Kingdom

Ranked by team size
Top 25 of 197 financial coaching platforms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial coaching platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
CLEOIndirect evidence
London, United Kingdom201-500507
Source: company website · checked Sep 2, 2026
2
LifetimeIndirect evidence
Barnsley, United Kingdom51-200128

“Here at Lifetime, we help people understand what their money can do for them.”

Source: company website · checked Sep 2, 2026
3
NOVAIndirect evidence
London, United Kingdom51-20086

“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, 2026
4
Riseup ILIndirect evidence
London, United Kingdom51-20053

“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, 2026
5
UpdraftPartial evidence
London, United Kingdom11-5043

“Updraft is a part lending, part credit report, and part financial planning app for millennials.”

Source: company website · checked Sep 2, 2026
6
Arcus WealthStrong evidence
Warrington, United Kingdom11-5037

“We provide coaching, education, and support, helping you to build solid foundations for a secure financial future.”

Source: company website · checked Sep 2, 2026
7
AventurStrong evidence
London, United Kingdom11-5030

“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, 2026
8
EMMAIndirect evidence
London, United Kingdom11-5029

“Take control of your money.”

Source: company website · checked Sep 2, 2026
9
BippitStrong evidence
London, United Kingdom11-5027

“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, 2026
10
Maji Financial WellbeingStrong evidence
London, United Kingdom1-1016

“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, 2026
11
FintegratePartial evidence
Turner House, United Kingdom11-5013

“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, 2026
12
SmartpursePartial evidence
London, United Kingdom1-1013

Financial Education changes lives and workforces!”

Source: company website · checked Sep 2, 2026
13
SomosfinPartial evidence
London, United Kingdom1-1011

“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, 2026
14
Life MomentsPartial evidence
London, United Kingdom11-5010

“Providing clients with a platform and tools to achieve better customer outcomes.”

Source: company website · checked Sep 2, 2026
15
OpenmoneyIndirect evidence
Manchester, United Kingdom51-2009

“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, 2026
16
Firstborn GroupPartial evidence
Manchester, United Kingdom11-508

“Empowering financial decisions and simplifying lives by delivering the most competitive solutions in the market.”

Source: company website · checked Sep 2, 2026
17London, United Kingdom1-108

“At Town Close, we're here for life.”

Source: company website · checked Sep 2, 2026
18
AAG Financial EducationPartial evidence
London, United Kingdom51-2008

“AAG Financial Education is an award-winning provider of financial education and advice.”

Source: company website · checked Sep 2, 2026
19
YEELDIndirect evidence
London, United Kingdom11-508
Source: company website · checked Sep 2, 2026
20
Finli WesterhamPartial evidence
Westerham, United Kingdom11-506

“At Finli, we aim to deliver a fresh approach to financial advice.”

Source: company website · checked Sep 2, 2026
21
Omni MoneyIndirect evidence
Bedford, United Kingdom1-104

“OMNI is a secure and innovative application in which you can undertake full personal finance management.”

Source: company website · checked Sep 2, 2026
22
Simply AdvicePartial evidence
Stoke-Sub-Hamdon, United Kingdom1-104

“Our aim is to help individuals and businesses to achieve their financial goals.”

Source: company website · checked Sep 2, 2026
23London, United Kingdom11-504

“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, 2026
24
Montgomery FinancialPartial evidence
Raunds, United Kingdom11-502

“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, 2026
25
Asset&eveIndirect evidence
London, United Kingdom1-102

“Asset & Eve has started out with the belief that millennial women deserve all the money.”

Source: company website · checked Sep 2, 2026

Showing 25 of 197 financial coaching platforms based in the United Kingdom

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Financial coaching platforms based in the United Kingdom at a glance

As of Sep 2, 2026
1-10Median size (employees)
LondonLargest hub · 102 HQs
149Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
159
11-50
28
51-200
7
201-500
2

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.

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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.