Company lists · Data refreshed September 2026

Top 25 Financial planning api providers based in the United Kingdom

RevenueBase identified 52 financial planning api providers headquartered in the United Kingdom as of September 2026 and tracks 368 professional contacts across them, including 183 with verified work emails. London is the largest hub.

This list covers financial planning api providers 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
52Companies
368Contacts tracked
183Verified emails
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The 25 largest financial planning api providers based in the United Kingdom

Ranked by team size
Top 25 of 52 financial planning api providers based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning api providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceLondon, United KingdomHQ checked Sep 19, 202651-20093 contacts →

Strong evidence

“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceNorwich, United KingdomHQ checked Sep 19, 202611-5055 contacts →

Strong evidence

“We’re out to disrupt financial planning technology.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceLondon, United KingdomHQ checked Sep 19, 202651-20023 contacts →

Strong evidence

“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceChorley, United KingdomHQ checked Sep 19, 202611-5013 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceNorth Leigh, United KingdomHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Your Financial objectives met with clarity and calm.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceStafford, United KingdomHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceBrighton, United KingdomHQ checked Sep 19, 202611-5011 contacts →

Strong evidence

“Blox is on a mission to redefine the broken world of financial planning and analysis (FP & A).”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceLeeds, United KingdomHQ checked Sep 19, 20261-1010 contacts →

Partial evidence

“Whether you’re looking for business or individual personal financial advice, the first and foremost thing you need to know is that you can trust your advisers.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceCheltenham, United KingdomHQ checked Sep 19, 20261-1010 contacts →

Strong evidence

“Montpellier Asset Management promise clients a cost effective and transparent financial planning service that is free from commission bias and which offers true value for money…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceShrewsbury, United KingdomHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“We know that every client is unique with their own set of circumstances and aspirations.”

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceHenley On Thames, United KingdomHQ checked Sep 19, 202611-509 contacts →

Strong evidence

“Brixx financial planning software is designed for every stage of business.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceLondon, United KingdomHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“At Town Close, we're here for life.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceStockton-on-tees, United KingdomHQ checked Sep 19, 20261-108 contacts →

Strong evidence

“An award winning and ground-breaking financial planning firm that is focused on bringing high-quality financial planning and education to people at all stages of life, throughout…”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceWesterham, United KingdomHQ checked Sep 19, 202611-506 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceNewbury, United KingdomHQ checked Sep 19, 202651-2005 contacts →

Strong evidence

“EV is one of the UK’s market-leading digital financial planning solutions providers.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceLondon, United KingdomHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Building on the success of Financial Canvas we have set up a separate page and all communication will go through that site* Bridging the gap between financial experts and software…”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidencePilsley, United KingdomHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Spear Financial Limited is a financial services company based out of Great Longstone, United Kingdom.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceStoke-sub-hamdon, United KingdomHQ checked Sep 19, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceBedford, United KingdomHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
21Strong evidenceChesterfield, United KingdomHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.”

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidenceLincoln, United KingdomHQ checked Sep 19, 20261-103 contacts →

Strong evidence

Financial planning starts with you, the client, and us working together to discuss your current position and where you would like to be in the future: your objectives.”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceNorth Fambridge, United KingdomHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“At MSC Financial Planners we offer three things that everyone required from their advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceLancaster, United KingdomHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Established in 2016, we are backed by over 35 years experience in the financial services industry.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceNorwich, United KingdomHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Our ethos is to provide our clients with a high level of service, both initially and on an ongoing basis.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 52 financial planning api providers based in the United Kingdom

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Financial planning api providers based in the United Kingdom at a glance

As of Sep 19, 2026
49.7%Verified-email coverage
7.1Average contacts per company
1-10Median size (employees)
25.0%Largest-city concentration · London
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
11
51-200
3

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 52 companies.

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 planning api providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, 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 planning api providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning api providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial planning api providers, 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 its RevenueBase Smart Search 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, 183 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 19, 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning api providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning api providers are there based in the United Kingdom?

RevenueBase identified 52 financial planning api providers 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?

Quilter Cheviot, headquartered in London, tops this list with the largest team on record.

Which city has the most financial planning api providers?

London leads with 13 headquartered companies, followed by Liverpool (2) and Newbury (2).

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 183 verified decision-maker contacts tracked across these 52 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 19, 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 Smart Search, 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.