Company lists · Data refreshed October 2026
Top 25 Financial CRM software companies based in the United Kingdom
RevenueBase identified 46 company matches for financial CRM software companies associated with the United Kingdom as of October 2026 and tracks 552 professional contacts across them, including 313 with verified work emails. London is the largest hub.
This list covers company matches for financial CRM software companies 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 October 19, 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 CRM software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 90 contacts → | ||||
Exact match “Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 2 | 71 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 3 | 54 contacts → | ||||
Exact match “Passle powers growth at the world's leading professional services firms, including Ropes & Gray, Linklaters, Quinn Emanuel and many more.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 4 | 47 contacts → | ||||
Exact match “Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 5 | 40 contacts → | ||||
Exact match “Fintech made beautifully simple.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 6 | 36 contacts → | ||||
Exact match “At Moneyinfo, we believe in working smarter, not harder.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 7 | 26 contacts → | ||||
Exact match “We live and breathe relationship marketing.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “The CRM for Financial Services.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Ningi - Technology to power up Financial Planning.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Skale provides a plug and play software solution to Forex Brokers and Prop Trading firms.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Aedon.Accounting is a game-changer.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “We are an international team of CRM specialists with over 20 years experience and have developed outstanding expertise in delivering Client Relationship Management (CRM) solutions…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “At REGTIFY, we develop software solutions that help financial services firms, fintech groups, regulated organisations, and professional service providers optimise financial and…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Osys is a fintech company that offers an innovative software ecosystem to boost business in the financial sector.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Established in Risk Free is a leading provider of financial software solutions for Insurance (Risk and General Insurers), Mortgage (Lenders,Brokers/IFAs) and financial markets.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “CRM-UK is a software company that has delivered significant results for many happy customers over almost two decades of specializing in CRM software (Customer Relationship…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Provider of the UK's market-leading Financial Planning software.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “The customer relationship management software decision you will need to make!” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Your Partner in Financial Software Excellence” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Creators of Clockwork CRM - Customer Relationship Management software that streamlines your business processes, improves customer retention and gets your business running like…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Drive personalized marketing & business development activities using Sigma CRM also known as Sigma Lifecycle Manager.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Captec Systems is an Independent business, founded, owned and managed by a team from the Investment and Alternative Industry.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “ClientTree offers a client-centric view instead of the usual project management style approach.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Pritchard Consulting Limited is an information technology and services company located Billericay, United Kingdom.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial CRM software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 46 financial CRM software companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 313 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial CRM software companies based in the United Kingdom at a glance
As of Oct 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 46 companies.
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 CRM software companies” 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 313 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 October 19, 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.
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 CRM software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial CRM software companies are there based in the United Kingdom?
RevenueBase identified 46 company matches for financial CRM software companies associated with the United Kingdom as of October 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?
Singletrack tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial CRM software companies?
London leads with 20 company records, followed by Doncaster (2) and Oxford (2).
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 313 professional contacts with verified work emails tracked across these 46 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 October 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 46 financial CRM software companies based in the United Kingdom. Start with a free account, no credit card.
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Financial CRM software companies by geography
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 CRM software companies based in Brazil
- Financial CRM software companies based in Canada
- Financial CRM software companies based in India
- Financial CRM software companies based in the United States
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
Company intelligence · public preview
Top 25 financial CRM software companies based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 46 matching company records for financial CRM software companies based in the United Kingdom, with 552 tracked contacts and 313 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial CRM software companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Singletracksingletrack.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 90 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Passlepassle.aiHQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 54 contacts → |
“Passle powers growth at the world's leading professional services firms, including Ropes & Gray, Linklaters, Quinn Emanuel and many more.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Smartr365smartr365.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 47 contacts → |
“Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Plannr Technologies Limitedplannrcrm.comHQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 40 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Moneyinfomoneyinfo.comHQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 36 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Concepconcep.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“We live and breathe relationship marketing.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Financial Cloudfinancial-cloud.comHQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 17 contacts → |
“The CRM for Financial Services.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  NINGIningi.co.ukHQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 15 contacts → |
“Ningi - Technology to power up Financial Planning.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Skalecrmskalecrm.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Skale provides a plug and play software solution to Forex Brokers and Prop Trading firms.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  aedon.accountingaedon.coHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Aedon.Accounting is a game-changer.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Akarigoakarigo.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“We are an international team of CRM specialists with over 20 years experience and have developed outstanding expertise in delivering Client Relationship Management (CRM) solutions…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Regtifyregtify.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“At REGTIFY, we develop software solutions that help financial services firms, fintech groups, regulated organisations, and professional service providers optimise financial and…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Automwriteautomwrite.co.ukHQ: Winchester, United KingdomReported employees: 11-50 | Winchester, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  OSYSosys.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 8 contacts → |
“Osys is a fintech company that offers an innovative software ecosystem to boost business in the financial sector.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Riskfree UK LTDriskfree.co.ukHQ: Priorslee, United KingdomReported employees: 11-50 | Priorslee, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Established in Risk Free is a leading provider of financial software solutions for Insurance (Risk and General Insurers), Mortgage (Lenders,Brokers/IFAs) and financial markets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Crm-Uk.com LTDcrm-uk.comHQ: Banbury, United KingdomReported employees: 1-10 | Banbury, United Kingdom | 1-10 | Exact match | 4 contacts → |
“CRM-UK is a software company that has delivered significant results for many happy customers over almost two decades of specializing in CRM software (Customer Relationship…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Prestwood Software Limitedtruthsoftware.co.ukHQ: Stourbridge, United KingdomReported employees: 11-50 | Stourbridge, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Provider of the UK's market-leading Financial Planning software.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sellsio Softwaresellsio.coHQ: Bath, United KingdomReported employees: 11-50 | Bath, United Kingdom | 11-50 | Exact match | 2 contacts → |
“The customer relationship management software decision you will need to make!” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Portal Soft LTDportalsoft.orgHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Your Partner in Financial Software Excellence” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mythic Softwaremythic.softwareHQ: Bournemouth, United KingdomReported employees: 1-10 | Bournemouth, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Creators of Clockwork CRM - Customer Relationship Management software that streamlines your business processes, improves customer retention and gets your business running like…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Upper Sigmauppersigma.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Drive personalized marketing & business development activities using Sigma CRM also known as Sigma Lifecycle Manager.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Captec Systemscaptecsystems.com HQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Captec Systems is an Independent business, founded, owned and managed by a team from the Investment and Alternative Industry.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clienttree Group LTDclienttree.net HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 1 contacts → |
“ClientTree offers a client-centric view instead of the usual project management style approach.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Pritchard Consulting Limitedpritchardconsulting.net HQ: Billericay, United KingdomReported employees: 1-10 | Billericay, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Pritchard Consulting Limited is an information technology and services company located Billericay, United Kingdom.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 46 company matches
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Financial CRM software companies: dataset insights
October 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
46 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 46 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial CRM software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial CRM software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 46 matching company records, 552 tracked contacts and 313 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial CRM software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial CRM software companies based in the United Kingdom. Snapshot: October 19, 2026. https://revenuebase.ai/companies/financial-crm-software-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial CRM software companies based in Brazil
- Financial CRM software companies based in Canada
- Financial CRM software companies based in India
- Financial CRM software companies based in the United States
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
Company intelligence · public preview
Top 25 financial CRM software companies based in the United Kingdom
RevenueBase records 46 matching company records for financial CRM software companies based in the United Kingdom, with 552 tracked contacts and 313 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial CRM software companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Singletracksingletrack.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 90 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Passlepassle.ai HQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 54 contacts → |
“Passle powers growth at the world's leading professional services firms, including Ropes & Gray, Linklaters, Quinn Emanuel and many more.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Smartr365smartr365.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 47 contacts → |
“Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Plannr Technologies Limitedplannrcrm.com HQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 40 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Moneyinfomoneyinfo.com HQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 36 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Concepconcep.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“We live and breathe relationship marketing.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Financial Cloudfinancial-cloud.com HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 17 contacts → |
“The CRM for Financial Services.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NINGIningi.co.uk HQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 15 contacts → |
“Ningi - Technology to power up Financial Planning.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Skalecrmskalecrm.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Skale provides a plug and play software solution to Forex Brokers and Prop Trading firms.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | aedon.accountingaedon.co HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Aedon.Accounting is a game-changer.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Akarigoakarigo.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“We are an international team of CRM specialists with over 20 years experience and have developed outstanding expertise in delivering Client Relationship Management (CRM) solutions…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Regtifyregtify.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“At REGTIFY, we develop software solutions that help financial services firms, fintech groups, regulated organisations, and professional service providers optimise financial and…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Automwriteautomwrite.co.uk HQ: Winchester, United KingdomReported employees: 11-50 | Winchester, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | OSYSosys.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 8 contacts → |
“Osys is a fintech company that offers an innovative software ecosystem to boost business in the financial sector.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Riskfree UK LTDriskfree.co.uk HQ: Priorslee, United KingdomReported employees: 11-50 | Priorslee, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Established in Risk Free is a leading provider of financial software solutions for Insurance (Risk and General Insurers), Mortgage (Lenders,Brokers/IFAs) and financial markets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Crm-Uk.com LTDcrm-uk.com HQ: Banbury, United KingdomReported employees: 1-10 | Banbury, United Kingdom | 1-10 | Exact match | 4 contacts → |
“CRM-UK is a software company that has delivered significant results for many happy customers over almost two decades of specializing in CRM software (Customer Relationship…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Prestwood Software Limitedtruthsoftware.co.uk HQ: Stourbridge, United KingdomReported employees: 11-50 | Stourbridge, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Provider of the UK's market-leading Financial Planning software.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sellsio Softwaresellsio.co HQ: Bath, United KingdomReported employees: 11-50 | Bath, United Kingdom | 11-50 | Exact match | 2 contacts → |
“The customer relationship management software decision you will need to make!” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Portal Soft LTDportalsoft.org HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Your Partner in Financial Software Excellence” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mythic Softwaremythic.software HQ: Bournemouth, United KingdomReported employees: 1-10 | Bournemouth, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Creators of Clockwork CRM - Customer Relationship Management software that streamlines your business processes, improves customer retention and gets your business running like…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Upper Sigmauppersigma.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Drive personalized marketing & business development activities using Sigma CRM also known as Sigma Lifecycle Manager.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Captec Systemscaptecsystems.com HQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Captec Systems is an Independent business, founded, owned and managed by a team from the Investment and Alternative Industry.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clienttree Group LTDclienttree.net HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 1 contacts → |
“ClientTree offers a client-centric view instead of the usual project management style approach.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Pritchard Consulting Limitedpritchardconsulting.net HQ: Billericay, United KingdomReported employees: 1-10 | Billericay, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Pritchard Consulting Limited is an information technology and services company located Billericay, United Kingdom.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 46 company matches
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Financial CRM software companies: dataset insights
October 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
46 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 46 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial CRM software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial CRM software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 46 matching company records, 552 tracked contacts and 313 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial CRM software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial CRM software companies based in the United Kingdom. Snapshot: October 19, 2026. https://revenuebase.ai/companies/financial-crm-software-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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