Company lists · Data refreshed September 2026
Top 25 Financial planning software companies for advisors based in the United Kingdom
RevenueBase identified 316 company matches for financial planning software companies for advisors associated with the United Kingdom as of September 2026 and tracks 5,229 professional contacts across them, including 2,139 with verified work emails. London is the largest hub.
This list covers company matches for financial planning software companies for advisors 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 28, 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 software companies for advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,698 contacts → | ||||
Exact match “We understand the importance of relationships in everything you do.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 485 contacts → | ||||
Exact match “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 297 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 165 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 135 contacts → | ||||
Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 88 contacts → | ||||
Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 88 contacts → | ||||
Exact match “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 86 contacts → | ||||
Exact match “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 84 contacts → | ||||
Exact match “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 75 contacts → | ||||
Exact match “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 70 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 55 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 53 contacts → | ||||
Exact match “We put you, and what you want your money to achieve, at the very heart of everything we do.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 46 contacts → | ||||
Exact match “We’ve rebranded.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 40 contacts → | ||||
Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 34 contacts → | ||||
Exact match “We are experts in financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 33 contacts → | ||||
Exact match “At Finli, we aim to deliver a fresh approach to financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 23 contacts → | ||||
Exact match “Melo works with ambitious financial planning firms and IFA owners to build scalable, saleable businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 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 28, 2026 · View company records in RevenueBase | |||||
| 22 | 22 contacts → | ||||
Exact match “Fensham Howes Limited was established with a single purpose: to help our clients achieve their life financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 22 contacts → | ||||
Exact match “Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “Our Financial Planning helps you get the most from your wealth and your life.” Recorded in the RevenueBase company graph · Sep 28, 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 software companies for advisors”. 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 316 financial planning software companies for advisors based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 2,139 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning software companies for advisors based in the United Kingdom at a glance
As of Sep 28, 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 316 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 software companies for advisors” 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 2,139 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 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial planning software companies for advisors by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning software companies for advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software companies for advisors are there based in the United Kingdom?
RevenueBase identified 316 company matches for financial planning software companies for advisors 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?
Scottish Widows tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning software companies for advisors?
London leads with 48 company records, followed by Leeds (9) and Bristol (7).
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 2,139 professional contacts with verified work emails tracked across these 316 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 316 financial planning software companies for advisors based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Financial planning software companies for advisors by geography
- Financial planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
- Financial planning software companies for advisors based in Germany
- Financial planning software companies for advisors based in India
- Financial planning software companies for advisors based in Ireland
- Financial planning software companies for advisors based in South Africa
- Financial planning software companies for advisors based in the United States
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 planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
Company intelligence · public preview
Top 25 financial planning software companies for advisors 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 316 matching company records for financial planning software companies for advisors based in the United Kingdom, with 5,229 tracked contacts and 2,139 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 28, 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 software companies for advisors 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 |  Scottish Widowsscottishwidows.co.ukHQ: Edinburgh, United KingdomReported employees: 5,001-10,000 | Edinburgh, United Kingdom | 5,001-10,000 | Exact match | 1,698 contacts → |
“We understand the importance of relationships in everything you do.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Intelliflointelliflo.comHQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 165 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  NOVAnovawm.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  EVev.ukHQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 86 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Amber River True Bearingamberriver.comHQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 75 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ellis Bates Financial Advisers NOW Shackletonellisbates.comHQ: Harrogate, United KingdomReported employees: 51-200 | Harrogate, United Kingdom | 51-200 | Exact match | 53 contacts → |
“We put you, and what you want your money to achieve, at the very heart of everything we do.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Amicus Wealth LTDamicuswealthmanagement.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 46 contacts → |
“We’ve rebranded.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 40 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lifetime Wealth Management LTDlifetime.co.uk HQ: St. Albans, United KingdomReported employees: 51-200 | St. Albans, United Kingdom | 51-200 | Exact match | 34 contacts → |
“We are experts in financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finli Ipwmfinli.co.uk HQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 33 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Thomson Tyndallthomsontyndall.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Milsted Langdon Financial Servicesmlifa.co.uk HQ: Taunton, United KingdomReported employees: 11-50 | Taunton, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MELOmelo.co.uk HQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Melo works with ambitious financial planning firms and IFA owners to build scalable, saleable businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fensham Howesfenshamhowes.com HQ: Wetherby, United KingdomReported employees: 11-50 | Wetherby, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Fensham Howes Limited was established with a single purpose: to help our clients achieve their life financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Harvest Associatesharvestassociates.co.ukHQ: Barlborough, United KingdomReported employees: 11-50 | Barlborough, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Linley Blacklinleyblack.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Our Financial Planning helps you get the most from your wealth and your life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 316 company matches
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Financial planning software companies for advisors: dataset insights
September 28, 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
316 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 316 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 28, 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 ↗
Financial planning software companies for advisors by metro
Questions about this company list
What does Exact match mean for financial planning software companies for advisors?
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 software companies for advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 316 matching company records, 5,229 tracked contacts and 2,139 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 28, 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 software companies for advisors by geography
- Financial planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
- Financial planning software companies for advisors based in Germany
- Financial planning software companies for advisors based in India
- Financial planning software companies for advisors based in Ireland
- Financial planning software companies for advisors based in South Africa
- Financial planning software companies for advisors based in the United States
Cite this list
RevenueBase Data Team. Top 25 financial planning software companies for advisors based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-companies-for-advisors/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 planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
Company intelligence · public preview
Top 25 financial planning software companies for advisors based in the United Kingdom
RevenueBase records 316 matching company records for financial planning software companies for advisors based in the United Kingdom, with 5,229 tracked contacts and 2,139 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 28, 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 software companies for advisors 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 | Scottish Widowsscottishwidows.co.uk HQ: Edinburgh, United KingdomReported employees: 5,001-10,000 | Edinburgh, United Kingdom | 5,001-10,000 | Exact match | 1,698 contacts → |
“We understand the importance of relationships in everything you do.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Intelliflointelliflo.com HQ: Wimbledon, United KingdomReported employees: 201-500 | Wimbledon, United Kingdom | 201-500 | Exact match | 485 contacts → |
“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 165 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | NOVAnovawm.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | EVev.uk HQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 86 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Amber River True Bearingamberriver.com HQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 75 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ellis Bates Financial Advisers NOW Shackletonellisbates.com HQ: Harrogate, United KingdomReported employees: 51-200 | Harrogate, United Kingdom | 51-200 | Exact match | 53 contacts → |
“We put you, and what you want your money to achieve, at the very heart of everything we do.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Amicus Wealth LTDamicuswealthmanagement.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 46 contacts → |
“We’ve rebranded.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 40 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lifetime Wealth Management LTDlifetime.co.uk HQ: St. Albans, United KingdomReported employees: 51-200 | St. Albans, United Kingdom | 51-200 | Exact match | 34 contacts → |
“We are experts in financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finli Ipwmfinli.co.uk HQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 33 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Thomson Tyndallthomsontyndall.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Milsted Langdon Financial Servicesmlifa.co.uk HQ: Taunton, United KingdomReported employees: 11-50 | Taunton, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Welcome to Milsted Langdon Financial Services Limited, independent financial advisers in Bath, Taunton, Bristol and Yeovil.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MELOmelo.co.uk HQ: Leeds, United KingdomReported employees: 11-50 | Leeds, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Melo works with ambitious financial planning firms and IFA owners to build scalable, saleable businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fensham Howesfenshamhowes.com HQ: Wetherby, United KingdomReported employees: 11-50 | Wetherby, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Fensham Howes Limited was established with a single purpose: to help our clients achieve their life financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Harvest Associatesharvestassociates.co.uk HQ: Barlborough, United KingdomReported employees: 11-50 | Barlborough, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Harvest Associates is a company of Independent Financial Advisers offering bespoke financial advice to individuals and businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Linley Blacklinleyblack.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Our Financial Planning helps you get the most from your wealth and your life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 316 company matches
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Financial planning software companies for advisors: dataset insights
September 28, 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
316 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 316 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 28, 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 ↗
Financial planning software companies for advisors by metro
Questions about this company list
What does Exact match mean for financial planning software companies for advisors?
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 software companies for advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 316 matching company records, 5,229 tracked contacts and 2,139 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 28, 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 software companies for advisors by geography
- Financial planning software companies for advisors based in London, United Kingdom
- Financial planning software companies for advisors based in New York, United States
- Financial planning software companies for advisors based in Australia
- Financial planning software companies for advisors based in Brazil
- Financial planning software companies for advisors based in Canada
- Financial planning software companies for advisors based in France
- Financial planning software companies for advisors based in Germany
- Financial planning software companies for advisors based in India
- Financial planning software companies for advisors based in Ireland
- Financial planning software companies for advisors based in South Africa
- Financial planning software companies for advisors based in the United States
Cite this list
RevenueBase Data Team. Top 25 financial planning software companies for advisors based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-companies-for-advisors/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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