Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in London, United Kingdom

Name: Financial planning platforms based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 246 companies tracked

RevenueBase identified 246 financial planning platforms headquartered in London, United Kingdom as of September 2026 and tracks 9,087 professional contacts across them, including 4,579 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers financial planning platforms headquartered in London, 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 28, 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 28, 2026 86% judged on-target in blind review

246Companies

9,087Contacts tracked

4,579Verified emails

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The 25 largest financial planning platforms based in London, United Kingdom

Ranked by team size

Top 25 of 246 financial planning platforms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	FNZ	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	5,001-10,000	4,802 contacts →
	Indirect evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 28, 2026
2	CLEO	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	500 contacts →
	Partial evidence “Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.” Source: RevenueBase Database · checked Sep 28, 2026
3	Moneybox	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	443 contacts →
	Partial evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 28, 2026
4	Chip Your Wealth APP	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	219 contacts →
	Indirect evidence “Chip is your wealth app.” Source: RevenueBase Database · checked Sep 28, 2026
5	Valuefy	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	206 contacts →
	Partial evidence “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Source: RevenueBase Database · checked Sep 28, 2026
6	Octopus Money	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	161 contacts →
	Strong evidence “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Source: RevenueBase Database · checked Sep 28, 2026
7	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	135 contacts →
	Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 28, 2026
8	Landytech	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	114 contacts →
	Indirect evidence “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
9	Hfmc Wealth	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Source: RevenueBase Database · checked Sep 28, 2026
10	Unbiased	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	97 contacts →
	Strong evidence “Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Source: RevenueBase Database · checked Sep 28, 2026
11	Quilter Cheviot	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	93 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 28, 2026
12	Timeline	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	88 contacts →
	Partial evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 28, 2026
13	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 28, 2026
14	Fundment	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	64 contacts →
	Partial evidence “We've built Fundment to propel financial advice businesses through technology.” Source: RevenueBase Database · checked Sep 28, 2026
15	Amicus Wealth LTD	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	46 contacts →
	Indirect evidence “We’ve rebranded.” Source: RevenueBase Database · checked Sep 28, 2026
16	Totallymoney	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	45 contacts →
	Indirect evidence “TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.” Source: RevenueBase Database · checked Sep 28, 2026
17	Updraft	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	43 contacts →
	Strong evidence “Updraft is a part lending, part credit report, and part financial planning app for millennials.” Source: RevenueBase Database · checked Sep 28, 2026
18	Finura	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	42 contacts →
	Partial evidence “Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services.” Source: RevenueBase Database · checked Sep 28, 2026
19	Lathe & CO Wealth Advisers	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	34 contacts →
	Strong evidence “Lathe & Co Wealth Advisers was established in 2017, with the sole focus of exceeding client expectations and offering simple and attainable financial planning to everyone.” Source: RevenueBase Database · checked Sep 28, 2026
20	Integrafin Holdings PLC	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	501-1,000	34 contacts →
	Strong evidence “IntegraFin Holdings plc ("IHP"), is the operator of Transact, an award-winning investment platform offering our clients and UK financial advisers proprietary technology…” Source: RevenueBase Database · checked Sep 28, 2026
21	Aventur	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.” Source: RevenueBase Database · checked Sep 28, 2026
22	EMMA	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Take control of your money.” Source: RevenueBase Database · checked Sep 28, 2026
23	First Wealth Certified B Corp	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	30 contacts →
	Strong evidence “Our award-winning lifestyle financial planning approach helps our clients identify, achieve, and protect what matters most to them, without the fear of running out of money.” Source: RevenueBase Database · checked Sep 28, 2026
24	Humboldt Financial	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Source: RevenueBase Database · checked Sep 28, 2026
25	Thomson Tyndall	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 246 financial planning platforms based in London, United Kingdom

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Financial planning platforms based in London, United Kingdom at a glance

As of Sep 28, 2026

50.4%Verified-email coverage

36.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

164

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 246 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 platforms, 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 London, United Kingdom whose own description of what they do matches “financial planning platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside London 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, 4,579 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 28, 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 platforms, 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 platforms are there based in London, United Kingdom?

RevenueBase identified 246 financial planning platforms headquartered in London, 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?

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

Which city in the United Kingdom has the most financial planning platforms?

London leads the United Kingdom with 246 headquartered companies, followed by Bristol (24) and Birmingham (19).

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 4,579 verified decision-maker contacts tracked across these 246 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 28, 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.