Company lists · Data refreshed September 2026
Top 23 Financial planning software companies based in the United Kingdom
RevenueBase identified 35 financial planning software companies headquartered in the United Kingdom as of September 2026 and tracks 586 professional contacts across them, including 353 with verified work emails and 31 with mobile numbers. London is the largest hub.
This list covers financial planning software companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 23 largest financial planning software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 301 | ||||
“We set the benchmark for financial planning advice, technology and solutions.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 69 | ||||
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | Curo By Time4adviceStrong evidence | 54 | |||
“We’re out to disrupt financial planning technology.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | SynapticStrong evidence | 24 | |||
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 | ||||
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | PILOTStrong evidence | 13 | |||
“The future of financial and mortgage advice software is here!” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 | ||||
“FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 | ||||
“At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | Matrix Capital Financial PlanningIndirect evidence | 9 | |||
“We know that every client is unique with their own set of circumstances and aspirations.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 | ||||
“Brixx financial planning software is designed for every stage of business.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 | ||||
“Established in Risk Free is a leading provider of financial software solutions for Insurance (Risk and General Insurers), Mortgage (Lenders,Brokers/IFAs) and financial markets.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 | ||||
“EV is one of the UK’s market-leading digital financial planning solutions providers.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | Simply AdvicePartial evidence | 4 | |||
“Our aim is to help individuals and businesses to achieve their financial goals.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | Retirement Systems LTDStrong evidence | 4 | |||
“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | Retire RightPartial evidence | 4 | |||
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | SGM Financial Management LTDStrong evidence | 3 | |||
“Financial planning starts with you, the client, and us working together to discuss your current position and where you would like to be in the future: your objectives.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | Prestwood Software LimitedStrong evidence | 2 | |||
“Provider of the UK's market-leading Financial Planning software.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 | ||||
“The Financial Planning Group are Chartered Financial Planners based in Teddington.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 | ||||
“Achieve Financial Planning Ltd was founded in 2009 and has been directly regulated by the Financial Conduct Authority since February 2010.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | Stronghold Legacy PlanningPartial evidence | 1 | |||
“Illuminating the path ahead Imagine.knowing your financial future and controlling it.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 | ||||
“We are passionate and enthusiastic believers in the power of cash flow planning and have worked with many financial planners and IFAs over the years to produce forecasts via…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | retireeasy.co.ukPartial evidence | 1 | |||
“RetireEasy is the UK’s only independent retirement planning tool.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 | ||||
“HANDFORD AITKENHEAD & WALKER LTD is a financial services company based out of 4 GADDESBY LANE REARSBY, LEICESTER, United Kingdom.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 23 of 35 financial planning software companies based in the United Kingdom
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Financial planning software companies based in the United Kingdom at a glance
As of Sep 2, 2026Companies by employee count
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 software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United Kingdom whose own description of what they do matches “financial planning software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial planning software companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence 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, 353 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 2, 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
How many financial planning software companies are there based in the United Kingdom?
RevenueBase identified 35 financial planning software companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Benchmark Capital, headquartered in United Kingdom, tops this list with the largest team on record.
Which city has the most financial planning software companies?
London leads with 5 headquartered companies, followed by Priorslee (1) and Birmingham (1).
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 353 verified decision-maker contacts tracked across these 35 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 2, 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 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.
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