Company lists · Data refreshed September 2026
Top 23 Financial planning software companies based in the United Kingdom
RevenueBase identified 35 company matches for financial planning software companies associated with 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 company matches for financial planning software companies 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 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 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 69 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 2, 2026 · View company records in RevenueBase | |||||
| 3 | 54 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 24 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 2, 2026 · View company records in RevenueBase | |||||
| 5 | 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 2, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “The future of financial and mortgage advice software is here!” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 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 2, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Brixx financial planning software is designed for every stage of business.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 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 2, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Our aim is to help individuals and businesses to achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 4 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 2, 2026 · View company records in RevenueBase | |||||
| 16 | 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 2, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Provider of the UK's market-leading Financial Planning software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “The Financial Planning Group are Chartered Financial Planners based in Teddington.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Achieve Financial Planning Ltd was founded in 2009 and has been directly regulated by the Financial Conduct Authority since February 2010.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Illuminating the path ahead Imagine.knowing your financial future and controlling it.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “RetireEasy is the UK’s only independent retirement planning tool.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “HANDFORD AITKENHEAD & WALKER LTD is a financial services company based out of 4 GADDESBY LANE REARSBY, LEICESTER, United Kingdom.” Recorded in the RevenueBase company graph · Sep 2, 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”. 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 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
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” 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 353 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 2, 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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software companies are there based in the United Kingdom?
RevenueBase identified 35 company matches for financial planning software companies 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?
Benchmark Capital 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?
London leads with 5 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 353 professional contacts with verified work emails tracked across these 35 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 35 financial planning software companies based in the United Kingdom. Start with a free account, no credit card.
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Financial planning software companies by geography
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 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
- Oil and gas companies based in the United Kingdom
Company intelligence · public preview
Top 23 financial planning software companies 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 35 matching company records for financial planning software companies based in the United Kingdom, with 586 tracked contacts and 353 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 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 23 financial planning software companies 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 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: HQ not recorded; location: United KingdomReported employees: 201-500 | HQ not recorded; location: United Kingdom | 201-500 | Exact match | 301 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Dunstan Thomas DTdthomas.co.ukHQ: HQ not recorded; location: Portsmouth, United KingdomReported employees: 51-200 | HQ not recorded; location: Portsmouth, United Kingdom | 51-200 | Exact match | 69 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Curo By Time4advicetime4advice.co.ukHQ: HQ not recorded; location: Norwich, United KingdomReported employees: 11-50 | HQ not recorded; location: Norwich, United Kingdom | 11-50 | Exact match | 54 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Synapticsynaptic.co.ukHQ: HQ not recorded; location: London, United KingdomReported employees: 51-200 | HQ not recorded; location: London, United Kingdom | 51-200 | Exact match | 24 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fintegratefintegrate.co.ukHQ: HQ not recorded; location: Turner House, United KingdomReported employees: 11-50 | HQ not recorded; location: Turner House, 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PILOTpilot-finance.co.ukHQ: HQ not recorded; location: Buckingham, United KingdomReported employees: 1-10 | HQ not recorded; location: Buckingham, United Kingdom | 1-10 | Exact match | 13 contacts → |
“The future of financial and mortgage advice software is here!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fincalcfincalc.co.ukHQ: HQ not recorded; location: Colchester, United KingdomReported employees: 11-50 | HQ not recorded; location: Colchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ardent Financial Planningardentuk.comHQ: HQ not recorded; location: United KingdomReported employees: 11-50 | HQ not recorded; location: United Kingdom | 11-50 | Exact match | 11 contacts → |
“At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Matrix Capital Financial Planningmatrixcapital.co.ukHQ: HQ not recorded; location: United KingdomReported employees: 1-10 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Brixx Softwarebrixx.comHQ: HQ not recorded; location: Henley On Thames, United KingdomReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Riskfree UK LTDriskfree.co.ukHQ: HQ not recorded; location: Priorslee, United KingdomReported employees: 11-50 | HQ not recorded; location: Priorslee, United Kingdom | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  EVev.ukHQ: HQ not recorded; location: Newbury, United KingdomReported employees: 51-200 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Simply Advicesimplyadvice.co.ukHQ: HQ not recorded; location: Stoke-Sub-Hamdon, United KingdomReported employees: 1-10 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Retirement Systems LTDretirementsystems.co.ukHQ: HQ not recorded; location: Leeds, United KingdomReported employees: 1-10 | HQ not recorded; location: Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Retire Rightretireright.ukHQ: HQ not recorded; location: Newcastle Upon Tyne, United KingdomReported employees: 1-10 | HQ not recorded; location: Newcastle Upon Tyne, United Kingdom | 1-10 | Exact match | 4 contacts → |
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SGM Financial Management LTDsgmfinancialmanagement.co.ukHQ: HQ not recorded; location: Lincoln, United KingdomReported employees: 1-10 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Prestwood Software Limitedtruthsoftware.co.ukHQ: HQ not recorded; location: Stourbridge, United KingdomReported employees: 11-50 | HQ not recorded; location: Stourbridge, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Provider of the UK's market-leading Financial Planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  The Financial Planning Groupfpgonline.co.ukHQ: HQ not recorded; location: Teddington, United KingdomReported employees: 1-10 | HQ not recorded; location: Teddington, United Kingdom | 1-10 | Exact match | 2 contacts → |
“The Financial Planning Group are Chartered Financial Planners based in Teddington.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Achieve Financial Planning Limitedachievefp.comHQ: HQ not recorded; location: Inverness, United KingdomReported employees: 1-10 | HQ not recorded; location: Inverness, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Achieve Financial Planning Ltd was founded in 2009 and has been directly regulated by the Financial Conduct Authority since February 2010.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Stronghold Legacy Planningstrongholdlegacy.co.ukHQ: HQ not recorded; location: Chesterfield, United KingdomReported employees: 1-10 | HQ not recorded; location: Chesterfield, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Illuminating the path ahead Imagine.knowing your financial future and controlling it.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Moneyscopemoneyscopehq.comHQ: HQ not recorded; location: Milton Hill Abingdon, United KingdomReported employees: 1-10 | HQ not recorded; location: Milton Hill Abingdon, United Kingdom | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  retireeasy.co.ukretireeasy.co.ukHQ: HQ not recorded; location: High Wycombe, United KingdomReported employees: 1-10 | HQ not recorded; location: High Wycombe, United Kingdom | 1-10 | Exact match | 1 contacts → |
“RetireEasy is the UK’s only independent retirement planning tool.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Handford Aitkenhead & Walker LTDha-w.co.ukHQ: HQ not recorded; location: Rearsby Leicester, United KingdomReported employees: 1-10 | HQ not recorded; location: Rearsby Leicester, United Kingdom | 1-10 | Exact match | 1 contacts → |
“HANDFORD AITKENHEAD & WALKER LTD is a financial services company based out of 4 GADDESBY LANE REARSBY, LEICESTER, United Kingdom.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 35 company matches
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Financial planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
35 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 software companies?
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 did RevenueBase find based in the United Kingdom?
The saved snapshot records 35 matching company records, 586 tracked contacts and 353 verified emails. The public preview displays 23 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 2, 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 by geography
Cite this list
RevenueBase Data Team. Top 23 financial planning software companies based in the United Kingdom. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-planning-software-companies/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 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
- Oil and gas companies based in the United Kingdom
Company intelligence · public preview
Top 23 financial planning software companies based in the United Kingdom
RevenueBase records 35 matching company records for financial planning software companies based in the United Kingdom, with 586 tracked contacts and 353 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 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 23 financial planning software companies 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 | Benchmark Capitalbenchmarkcapital.co.uk HQ: HQ not recorded; location: United KingdomReported employees: 201-500 | HQ not recorded; location: United Kingdom | 201-500 | Exact match | 301 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Dunstan Thomas DTdthomas.co.uk HQ: HQ not recorded; location: Portsmouth, United KingdomReported employees: 51-200 | HQ not recorded; location: Portsmouth, United Kingdom | 51-200 | Exact match | 69 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Curo By Time4advicetime4advice.co.uk HQ: HQ not recorded; location: Norwich, United KingdomReported employees: 11-50 | HQ not recorded; location: Norwich, United Kingdom | 11-50 | Exact match | 54 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Synapticsynaptic.co.uk HQ: HQ not recorded; location: London, United KingdomReported employees: 51-200 | HQ not recorded; location: London, United Kingdom | 51-200 | Exact match | 24 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fintegratefintegrate.co.uk HQ: HQ not recorded; location: Turner House, United KingdomReported employees: 11-50 | HQ not recorded; location: Turner House, 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PILOTpilot-finance.co.uk HQ: HQ not recorded; location: Buckingham, United KingdomReported employees: 1-10 | HQ not recorded; location: Buckingham, United Kingdom | 1-10 | Exact match | 13 contacts → |
“The future of financial and mortgage advice software is here!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fincalcfincalc.co.uk HQ: HQ not recorded; location: Colchester, United KingdomReported employees: 11-50 | HQ not recorded; location: Colchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ardent Financial Planningardentuk.com HQ: HQ not recorded; location: United KingdomReported employees: 11-50 | HQ not recorded; location: United Kingdom | 11-50 | Exact match | 11 contacts → |
“At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Matrix Capital Financial Planningmatrixcapital.co.uk HQ: HQ not recorded; location: United KingdomReported employees: 1-10 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Brixx Softwarebrixx.com HQ: HQ not recorded; location: Henley On Thames, United KingdomReported employees: 11-50 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Riskfree UK LTDriskfree.co.uk HQ: HQ not recorded; location: Priorslee, United KingdomReported employees: 11-50 | HQ not recorded; location: Priorslee, United Kingdom | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | EVev.uk HQ: HQ not recorded; location: Newbury, United KingdomReported employees: 51-200 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Simply Advicesimplyadvice.co.uk HQ: HQ not recorded; location: Stoke-Sub-Hamdon, United KingdomReported employees: 1-10 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Retirement Systems LTDretirementsystems.co.uk HQ: HQ not recorded; location: Leeds, United KingdomReported employees: 1-10 | HQ not recorded; location: Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Retire Rightretireright.uk HQ: HQ not recorded; location: Newcastle Upon Tyne, United KingdomReported employees: 1-10 | HQ not recorded; location: Newcastle Upon Tyne, United Kingdom | 1-10 | Exact match | 4 contacts → |
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SGM Financial Management LTDsgmfinancialmanagement.co.uk HQ: HQ not recorded; location: Lincoln, United KingdomReported employees: 1-10 | HQ not recorded; location: 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 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Prestwood Software Limitedtruthsoftware.co.uk HQ: HQ not recorded; location: Stourbridge, United KingdomReported employees: 11-50 | HQ not recorded; location: Stourbridge, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Provider of the UK's market-leading Financial Planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Financial Planning Groupfpgonline.co.uk HQ: HQ not recorded; location: Teddington, United KingdomReported employees: 1-10 | HQ not recorded; location: Teddington, United Kingdom | 1-10 | Exact match | 2 contacts → |
“The Financial Planning Group are Chartered Financial Planners based in Teddington.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Achieve Financial Planning Limitedachievefp.com HQ: HQ not recorded; location: Inverness, United KingdomReported employees: 1-10 | HQ not recorded; location: Inverness, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Achieve Financial Planning Ltd was founded in 2009 and has been directly regulated by the Financial Conduct Authority since February 2010.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Stronghold Legacy Planningstrongholdlegacy.co.uk HQ: HQ not recorded; location: Chesterfield, United KingdomReported employees: 1-10 | HQ not recorded; location: Chesterfield, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Illuminating the path ahead Imagine.knowing your financial future and controlling it.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moneyscopemoneyscopehq.com HQ: HQ not recorded; location: Milton Hill Abingdon, United KingdomReported employees: 1-10 | HQ not recorded; location: Milton Hill Abingdon, United Kingdom | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | retireeasy.co.ukretireeasy.co.uk HQ: HQ not recorded; location: High Wycombe, United KingdomReported employees: 1-10 | HQ not recorded; location: High Wycombe, United Kingdom | 1-10 | Exact match | 1 contacts → |
“RetireEasy is the UK’s only independent retirement planning tool.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Handford Aitkenhead & Walker LTDha-w.co.uk HQ: HQ not recorded; location: Rearsby Leicester, United KingdomReported employees: 1-10 | HQ not recorded; location: Rearsby Leicester, United Kingdom | 1-10 | Exact match | 1 contacts → |
“HANDFORD AITKENHEAD & WALKER LTD is a financial services company based out of 4 GADDESBY LANE REARSBY, LEICESTER, United Kingdom.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
35 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 2, 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 software companies?
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 did RevenueBase find based in the United Kingdom?
The saved snapshot records 35 matching company records, 586 tracked contacts and 353 verified emails. The public preview displays 23 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 2, 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 by geography
Cite this list
RevenueBase Data Team. Top 23 financial planning software companies based in the United Kingdom. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-planning-software-companies/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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