Company lists · Data refreshed September 2026

Top 25 Financial coaching platforms based in the United Kingdom

RevenueBase identified 197 company matches for financial coaching platforms associated with 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 company matches for financial coaching platforms associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built
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 company matches for financial coaching platforms based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United Kingdom201-500507 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2Exact matchBarnsley, United Kingdom51-200128 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3Exact matchLondon, United Kingdom51-20086 contacts →

Exact match

“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4Exact matchLondon, United Kingdom51-20053 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5Exact matchLondon, United Kingdom11-5043 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6Exact matchWarrington, United Kingdom11-5037 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7Exact matchLondon, United Kingdom11-5030 contacts →

Exact match

“Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8Exact matchLondon, United Kingdom11-5029 contacts →

Exact match

“Take control of your money.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9Exact matchLondon, United Kingdom11-5027 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10Exact matchLondon, United Kingdom1-1016 contacts →

Exact match

“Maji is the complete financial wellbeing and money management platform – designed to improve financial outcomes through education, practical tools and behaviour change.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11Exact matchTurner House, United Kingdom11-5013 contacts →

Exact match

“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12Exact matchLondon, United Kingdom1-1013 contacts →

Exact match

“Financial Education changes lives and workforces!”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13Exact matchLondon, United Kingdom1-1011 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14Exact matchLondon, United Kingdom11-5010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15Exact matchManchester, United Kingdom51-2009 contacts →

Exact match

“Figuring out the best ways to use your money isn’t always easy, so it makes sense to seek advice from professionals.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16Exact matchManchester, United Kingdom11-508 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17Exact matchLondon, United Kingdom1-108 contacts →

Exact match

“At Town Close, we're here for life.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18Exact matchLondon, United Kingdom51-2008 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19Exact matchLondon, United Kingdom11-508 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20Exact matchWesterham, United Kingdom11-506 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21Exact matchBedford, United Kingdom1-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22Exact matchStoke-Sub-Hamdon, United Kingdom1-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23Exact matchLondon, United Kingdom11-504 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24Exact matchRaunds, United Kingdom11-502 contacts →

Exact match

“At Montgomery Financial, our mission is to empower millions of individuals to take their first steps toward turning their life dreams into reality.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25Exact matchLondon, United Kingdom1-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase

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

See the full list, filter by size, metro and specialty, and access 454 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial coaching platforms based in the United Kingdom at a glance

As of Sep 2, 2026
30.2%Verified-email coverage
9.9%Mobile-number coverage
7.6Average contacts per company
1-10Median size (employees)
51.8%Largest-city concentration · London
Sep 2, 2026Page data refreshed

Companies by employee count

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

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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
Company records associated with the United Kingdom whose business descriptions match “financial coaching platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 454 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Financial coaching platforms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial coaching platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial coaching platforms are there based in the United Kingdom?

RevenueBase identified 197 company matches for financial coaching platforms associated with the United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

CLEO tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial coaching platforms?

London leads with 102 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 454 professional contacts with verified work emails tracked across these 197 companies; direct dials are available where recorded.

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.