Company lists · Data refreshed September 2026
Top 25 Financial planning api providers based in the United Kingdom
RevenueBase identified 52 company matches for financial planning api providers associated with 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 company matches for financial planning api providers 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 20, 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 planning api providers based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 93 contacts → | ||||
Exact match “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 55 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 23 contacts → | ||||
Exact match “At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 13 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 20, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “Your Financial objectives met with clarity and calm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Blox is on a mission to redefine the broken world of financial planning and analysis (FP & A).” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “We know that every client is unique with their own set of circumstances and aspirations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Brixx financial planning software is designed for every stage of business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “At Town Close, we're here for life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “At Finli, we aim to deliver a fresh approach to financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “EV is one of the UK’s market-leading digital financial planning solutions providers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Spear Financial Limited is a financial services company based out of Great Longstone, United Kingdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Our aim is to help individuals and businesses to achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 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 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “At MSC Financial Planners we offer three things that everyone required from their advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Established in 2016, we are backed by over 35 years experience in the financial services industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Our ethos is to provide our clients with a high level of service, both initially and on an ongoing basis.” Recorded in the RevenueBase company graph · Sep 20, 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 planning api providers”. 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 52 financial planning api providers based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 183 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning api providers based in the United Kingdom at a glance
As of Sep 20, 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 52 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 planning api providers” 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 183 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 20, 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 planning api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning api providers are there based in the United Kingdom?
RevenueBase identified 52 company matches for financial planning api providers 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?
Quilter Cheviot tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning api providers?
London leads with 13 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 183 professional contacts with verified work emails tracked across these 52 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 financial planning api providers based in the United Kingdom. Start with a free account, no credit card.
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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.
More company lists
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- New lists
- Financial planning api providers based in Australia
- Financial planning api providers based in the United States
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
- Manufacturing companies based in the United Kingdom
- Media companies based in the United Kingdom
Company intelligence · public preview
Top 25 financial planning api providers 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 52 matching company records for financial planning api providers based in the United Kingdom, with 368 tracked contacts and 183 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: September 20, 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 planning api providers 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 |  Quilter Cheviotquiltercheviot.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 93 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Curo By Time4advicetime4advice.co.ukHQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Synapticsynaptic.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fintegratefintegrate.co.ukHQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mathews Comfort Financial Planningmathewscomfort.co.uk HQ: North Leigh, United KingdomReported employees: 11-50 | North Leigh, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Your Financial objectives met with clarity and calm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Principle Wealth Solutions Limitedprinciplewealthsolutions.co.uk HQ: Stafford, United KingdomReported employees: 11-50 | Stafford, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Blox Softwareblox.soHQ: Brighton, United KingdomReported employees: 11-50 | Brighton, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Blox is on a mission to redefine the broken world of financial planning and analysis (FP & A).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Kirk Newsholme Financial Planningknfp.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Montpellier Asset Management Limitedmontpellierasset.com HQ: Cheltenham, United KingdomReported employees: 1-10 | Cheltenham, United Kingdom | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Matrix Capital Financial Planningmatrixcapital.co.ukHQ: Shrewsbury, United KingdomReported employees: 1-10 | Shrewsbury, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We know that every client is unique with their own set of circumstances and aspirations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Brixx Softwarebrixx.comHQ: Henley On Thames, United KingdomReported employees: 11-50 | Henley On Thames, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Brixx financial planning software is designed for every stage of business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Town Close Financial Planningtownclose.moneyHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“At Town Close, we're here for life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | NEW World Financial Groupnewworldfg.com HQ: Stockton-on-tees, United KingdomReported employees: 1-10 | Stockton-on-tees, United Kingdom | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Finli Westerhambeaufortfinancial.co.ukHQ: Westerham, United KingdomReported employees: 11-50 | Westerham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  EVev.ukHQ: Newbury, United KingdomReported employees: 51-200 | Newbury, United Kingdom | 51-200 | Exact match | 5 contacts → |
“EV is one of the UK’s market-leading digital financial planning solutions providers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Sciurus Analytics LTDfinancialcanvas.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Retire Rightretireright.ukHQ: Newcastle Upon Tyne, United KingdomReported employees: 1-10 | Newcastle Upon Tyne, United Kingdom | 1-10 | Exact match | 5 contacts → |
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Spear Financial Limitedspearfinancial.co.ukHQ: Pilsley, United KingdomReported employees: 1-10 | Pilsley, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Spear Financial Limited is a financial services company based out of Great Longstone, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Simply Advicesimplyadvice.co.ukHQ: Stoke-sub-hamdon, United KingdomReported employees: 1-10 | Stoke-sub-hamdon, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Our aim is to help individuals and businesses to achieve their financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Omni Moneyomnimoney.io HQ: Bedford, United KingdomReported employees: 1-10 | Bedford, United Kingdom | 1-10 | Exact match | 4 contacts → |
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Start Financial Planningstartfp.co.uk HQ: Chesterfield, United KingdomReported employees: 1-10 | Chesterfield, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  SGM Financial Management LTDsgmfinancialmanagement.co.ukHQ: Lincoln, United KingdomReported employees: 1-10 | Lincoln, United Kingdom | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MSC Financial Plannersmscfp.co.uk HQ: North Fambridge, United KingdomReported employees: 1-10 | North Fambridge, United Kingdom | 1-10 | Exact match | 3 contacts → |
“At MSC Financial Planners we offer three things that everyone required from their advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Help For Wealth LTDhelpforwealth.co.uk HQ: Lancaster, United KingdomReported employees: 1-10 | Lancaster, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Established in 2016, we are backed by over 35 years experience in the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Goals Based Financial Planninggoalsbased.co.uk HQ: Norwich, United KingdomReported employees: 1-10 | Norwich, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Our ethos is to provide our clients with a high level of service, both initially and on an ongoing basis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Financial planning api providers: dataset insights
September 20, 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
52 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 52 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: September 20, 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 planning api providers?
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 planning api providers did RevenueBase find based in the United Kingdom?
The saved snapshot records 52 matching company records, 368 tracked contacts and 183 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: September 20, 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 planning api providers by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning api providers based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-api-providers/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
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- Lists A-Z
- New lists
- Financial planning api providers based in Australia
- Financial planning api providers based in the United States
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
- Manufacturing companies based in the United Kingdom
- Media companies based in the United Kingdom
Company intelligence · public preview
Top 25 financial planning api providers based in the United Kingdom
RevenueBase records 52 matching company records for financial planning api providers based in the United Kingdom, with 368 tracked contacts and 183 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: September 20, 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 planning api providers 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 | Quilter Cheviotquiltercheviot.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 93 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Curo By Time4advicetime4advice.co.uk HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Synapticsynaptic.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fintegratefintegrate.co.uk HQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mathews Comfort Financial Planningmathewscomfort.co.uk HQ: North Leigh, United KingdomReported employees: 11-50 | North Leigh, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Your Financial objectives met with clarity and calm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Principle Wealth Solutions Limitedprinciplewealthsolutions.co.uk HQ: Stafford, United KingdomReported employees: 11-50 | Stafford, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Principle Wealth Solutions Ltd provides advice and planning services for people who want to make the most of their finances.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Blox Softwareblox.so HQ: Brighton, United KingdomReported employees: 11-50 | Brighton, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Blox is on a mission to redefine the broken world of financial planning and analysis (FP & A).” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Kirk Newsholme Financial Planningknfp.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Montpellier Asset Management Limitedmontpellierasset.com HQ: Cheltenham, United KingdomReported employees: 1-10 | Cheltenham, United Kingdom | 1-10 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Matrix Capital Financial Planningmatrixcapital.co.uk HQ: Shrewsbury, United KingdomReported employees: 1-10 | Shrewsbury, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We know that every client is unique with their own set of circumstances and aspirations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Brixx Softwarebrixx.com HQ: Henley On Thames, United KingdomReported employees: 11-50 | Henley On Thames, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Brixx financial planning software is designed for every stage of business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Town Close Financial Planningtownclose.money HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“At Town Close, we're here for life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | NEW World Financial Groupnewworldfg.com HQ: Stockton-on-tees, United KingdomReported employees: 1-10 | Stockton-on-tees, United Kingdom | 1-10 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finli Westerhambeaufortfinancial.co.uk HQ: Westerham, United KingdomReported employees: 11-50 | Westerham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | EVev.uk HQ: Newbury, United KingdomReported employees: 51-200 | Newbury, United Kingdom | 51-200 | Exact match | 5 contacts → |
“EV is one of the UK’s market-leading digital financial planning solutions providers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sciurus Analytics LTDfinancialcanvas.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Retire Rightretireright.uk HQ: Newcastle Upon Tyne, United KingdomReported employees: 1-10 | Newcastle Upon Tyne, United Kingdom | 1-10 | Exact match | 5 contacts → |
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Spear Financial Limitedspearfinancial.co.uk HQ: Pilsley, United KingdomReported employees: 1-10 | Pilsley, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Spear Financial Limited is a financial services company based out of Great Longstone, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Simply Advicesimplyadvice.co.uk HQ: Stoke-sub-hamdon, United KingdomReported employees: 1-10 | Stoke-sub-hamdon, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Our aim is to help individuals and businesses to achieve their financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Omni Moneyomnimoney.io HQ: Bedford, United KingdomReported employees: 1-10 | Bedford, United Kingdom | 1-10 | Exact match | 4 contacts → |
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Start Financial Planningstartfp.co.uk HQ: Chesterfield, United KingdomReported employees: 1-10 | Chesterfield, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Start Financial Planning is a company based out of Chesterfield, England, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | SGM Financial Management LTDsgmfinancialmanagement.co.uk HQ: Lincoln, United KingdomReported employees: 1-10 | Lincoln, United Kingdom | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MSC Financial Plannersmscfp.co.uk HQ: North Fambridge, United KingdomReported employees: 1-10 | North Fambridge, United Kingdom | 1-10 | Exact match | 3 contacts → |
“At MSC Financial Planners we offer three things that everyone required from their advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Help For Wealth LTDhelpforwealth.co.uk HQ: Lancaster, United KingdomReported employees: 1-10 | Lancaster, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Established in 2016, we are backed by over 35 years experience in the financial services industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Goals Based Financial Planninggoalsbased.co.uk HQ: Norwich, United KingdomReported employees: 1-10 | Norwich, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Our ethos is to provide our clients with a high level of service, both initially and on an ongoing basis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Financial planning api providers: dataset insights
September 20, 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
52 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 52 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: September 20, 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 planning api providers?
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 planning api providers did RevenueBase find based in the United Kingdom?
The saved snapshot records 52 matching company records, 368 tracked contacts and 183 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: September 20, 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 planning api providers by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning api providers based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-api-providers/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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