Company lists · Data refreshed September 2026
Top 25 Financial services consultancies based in the United Kingdom
RevenueBase identified 3,389 company matches for financial services consultancies associated with the United Kingdom as of September 2026 and tracks 37,865 professional contacts across them, including 13,700 with verified work emails. London is the largest hub.
This list covers company matches for financial services consultancies 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 services consultancies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,396 contacts → | ||||
Exact match “Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 1,822 contacts → | ||||
Exact match “A little confidence goes a long way.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 988 contacts → | ||||
Exact match “First Derivative is driven by people, data, and technology, unlocking the value of insight, hindsight, and foresight to drive organizations forward.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 976 contacts → | ||||
Exact match “Delta Capita is a leading global Capital Markets consulting, managed services, and technology provider with a unique combination of experience in financial services and capability…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 805 contacts → | ||||
Exact match “We are Alpha – a leading global provider of financial solutions, empowering some of the world’s most respected organisations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 434 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 384 contacts → | ||||
Exact match “Clearwater is an independent corporate finance house focused on unlocking the latent potential in every business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 329 contacts → | ||||
Exact match “We are the global consulting division of Davies, accelerating business, technology and people performance across financial services including Retail Finance & Corporate Banking…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 322 contacts → | ||||
Exact match “At SKS, we pride ourselves on being different.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 281 contacts → | ||||
Exact match “Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 266 contacts → | ||||
Exact match “SPF Private Clients (SPF) is an award winning financial services intermediary established in London in 1997.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 240 contacts → | ||||
Exact match “Albany Beck is a client-first consulting firm helping financial services organisations deliver complex change and build capability, not dependency.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 211 contacts → | ||||
Exact match “Cavendish is a UK champion for ambitious growth and investment companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 185 contacts → | ||||
Exact match “True North Partners LLP is an independent consulting firm based in London, Johannesburg, Frankfurt, Amsterdam and Madrid.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 179 contacts → | ||||
Exact match “It’s time for a new approach to financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 152 contacts → | ||||
Exact match “We are in the business of financial life intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 141 contacts → | ||||
Exact match “Fidelius is a leading financial services company, committed to excellent customer service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 138 contacts → | ||||
Exact match “We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 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 | |||||
| 20 | 123 contacts → | ||||
Exact match “Specialists in change and transformation across asset, wealth and insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 122 contacts → | ||||
Exact match “Athens helps clients make superior investment decisions and supports them to deliver value from these decisions through timely implementation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 111 contacts → | ||||
Exact match “We believe managing your money should be simple.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 109 contacts → | ||||
Exact match “At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 109 contacts → | ||||
Exact match “Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 102 contacts → | ||||
Exact match “We enable financial services firms to meet their most complex regulatory requirements through specialist technology and expert-led advisory services.” 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 services consultancies”. 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 3,389 financial services consultancies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 13,700 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services consultancies 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 3,389 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 services consultancies” 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 13,700 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 services consultancies 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 services consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services consultancies are there based in the United Kingdom?
RevenueBase identified 3,389 company matches for financial services consultancies 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?
CAPCO tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services consultancies?
London leads with 1048 company records, followed by Manchester (61) and Bristol (46).
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 13,700 professional contacts with verified work emails tracked across these 3,389 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 3,389 financial services consultancies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Financial services consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
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 services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
Company intelligence · public preview
Top 25 financial services consultancies 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 3,389 matching company records for financial services consultancies based in the United Kingdom, with 37,865 tracked contacts and 13,700 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 services consultancies 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 |  CAPCOcapco.comHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 7,396 contacts → |
“Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sunlife UKsunlife.co.ukHQ: Bristol, United KingdomReported employees: Not recorded | Bristol, United Kingdom | Not recorded | Exact match | 1,822 contacts → |
“A little confidence goes a long way.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  First Derivativefirstderivative.comHQ: Newry, United KingdomReported employees: 1,001-5,000 | Newry, United Kingdom | 1,001-5,000 | Exact match | 988 contacts → |
“First Derivative is driven by people, data, and technology, unlocking the value of insight, hindsight, and foresight to drive organizations forward.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Delta Capitadeltacapita.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 976 contacts → |
“Delta Capita is a leading global Capital Markets consulting, managed services, and technology provider with a unique combination of experience in financial services and capability…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Alpha Groupalphagroup.comHQ: Paddington, United KingdomReported employees: 501-1,000 | Paddington, United Kingdom | 501-1,000 | Exact match | 805 contacts → |
“We are Alpha – a leading global provider of financial solutions, empowering some of the world’s most respected organisations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SUN Life Financial Of Canada UKsloc.co.ukHQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 434 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Clearwaterclearwatercf.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 384 contacts → |
“Clearwater is an independent corporate finance house focused on unlocking the latent potential in every business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Daviesdavies-group.comHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 329 contacts → |
“We are the global consulting division of Davies, accelerating business, technology and people performance across financial services including Retail Finance & Corporate Banking…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  SKS Business Servicessksbusinessservices.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 322 contacts → |
“At SKS, we pride ourselves on being different.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  PHI Partnersphipartners.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 281 contacts → |
“Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SPF Private Clientsspf.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 266 contacts → |
“SPF Private Clients (SPF) is an award winning financial services intermediary established in London in 1997.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Albany Beckalbanybeck.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 240 contacts → |
“Albany Beck is a client-first consulting firm helping financial services organisations deliver complex change and build capability, not dependency.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Cavendishcavendish.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 211 contacts → |
“Cavendish is a UK champion for ambitious growth and investment companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  True North Partnerstnp.euHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 185 contacts → |
“True North Partners LLP is an independent consulting firm based in London, Johannesburg, Frankfurt, Amsterdam and Madrid.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Shackletonshackletonadvisers.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 179 contacts → |
“It’s time for a new approach to financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Y Treey-tree.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 152 contacts → |
“We are in the business of financial life intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fideliusfidelius.co.ukHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 141 contacts → |
“Fidelius is a leading financial services company, committed to excellent customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Acuity Professional Groupacuityprofessional.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 138 contacts → |
“We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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. | |||||
| 20 |  Liqueoliqueo.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 123 contacts → |
“Specialists in change and transformation across asset, wealth and insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Athensathenseurope.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 122 contacts → |
“Athens helps clients make superior investment decisions and supports them to deliver value from these decisions through timely implementation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  FLMflmltd.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 111 contacts → |
“We believe managing your money should be simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Insight Financial Associatesinsightifa.comHQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 109 contacts → |
“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cooper Associates Groupthecooperway.com HQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 109 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Novatusnovatus.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 102 contacts → |
“We enable financial services firms to meet their most complex regulatory requirements through specialist technology and expert-led advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,389 company matches
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Financial services consultancies: 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
3,351 records in the displayed employee bands.
38 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 3,389 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 services consultancies by metro
Questions about this company list
What does Exact match mean for financial services consultancies?
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 services consultancies did RevenueBase find based in the United Kingdom?
The saved snapshot records 3,389 matching company records, 37,865 tracked contacts and 13,700 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 services consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
Cite this list
RevenueBase Data Team. Top 25 financial services consultancies based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/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 services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
Company intelligence · public preview
Top 25 financial services consultancies based in the United Kingdom
RevenueBase records 3,389 matching company records for financial services consultancies based in the United Kingdom, with 37,865 tracked contacts and 13,700 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 services consultancies 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 | CAPCOcapco.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 7,396 contacts → |
“Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sunlife UKsunlife.co.uk HQ: Bristol, United KingdomReported employees: Not recorded | Bristol, United Kingdom | Not recorded | Exact match | 1,822 contacts → |
“A little confidence goes a long way.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | First Derivativefirstderivative.com HQ: Newry, United KingdomReported employees: 1,001-5,000 | Newry, United Kingdom | 1,001-5,000 | Exact match | 988 contacts → |
“First Derivative is driven by people, data, and technology, unlocking the value of insight, hindsight, and foresight to drive organizations forward.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Delta Capitadeltacapita.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 976 contacts → |
“Delta Capita is a leading global Capital Markets consulting, managed services, and technology provider with a unique combination of experience in financial services and capability…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Alpha Groupalphagroup.com HQ: Paddington, United KingdomReported employees: 501-1,000 | Paddington, United Kingdom | 501-1,000 | Exact match | 805 contacts → |
“We are Alpha – a leading global provider of financial solutions, empowering some of the world’s most respected organisations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SUN Life Financial Of Canada UKsloc.co.uk HQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 434 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Clearwaterclearwatercf.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 384 contacts → |
“Clearwater is an independent corporate finance house focused on unlocking the latent potential in every business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Daviesdavies-group.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 329 contacts → |
“We are the global consulting division of Davies, accelerating business, technology and people performance across financial services including Retail Finance & Corporate Banking…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | SKS Business Servicessksbusinessservices.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 322 contacts → |
“At SKS, we pride ourselves on being different.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | PHI Partnersphipartners.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 281 contacts → |
“Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SPF Private Clientsspf.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 266 contacts → |
“SPF Private Clients (SPF) is an award winning financial services intermediary established in London in 1997.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Albany Beckalbanybeck.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 240 contacts → |
“Albany Beck is a client-first consulting firm helping financial services organisations deliver complex change and build capability, not dependency.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cavendishcavendish.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 211 contacts → |
“Cavendish is a UK champion for ambitious growth and investment companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | True North Partnerstnp.eu HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 185 contacts → |
“True North Partners LLP is an independent consulting firm based in London, Johannesburg, Frankfurt, Amsterdam and Madrid.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Shackletonshackletonadvisers.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 179 contacts → |
“It’s time for a new approach to financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Y Treey-tree.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 152 contacts → |
“We are in the business of financial life intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fideliusfidelius.co.uk HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 141 contacts → |
“Fidelius is a leading financial services company, committed to excellent customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Acuity Professional Groupacuityprofessional.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 138 contacts → |
“We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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. | |||||
| 20 | Liqueoliqueo.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 123 contacts → |
“Specialists in change and transformation across asset, wealth and insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Athensathenseurope.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 122 contacts → |
“Athens helps clients make superior investment decisions and supports them to deliver value from these decisions through timely implementation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | FLMflmltd.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 111 contacts → |
“We believe managing your money should be simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Insight Financial Associatesinsightifa.com HQ: Norwich, United KingdomReported employees: 51-200 | Norwich, United Kingdom | 51-200 | Exact match | 109 contacts → |
“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cooper Associates Groupthecooperway.com HQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 109 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Novatusnovatus.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 102 contacts → |
“We enable financial services firms to meet their most complex regulatory requirements through specialist technology and expert-led advisory services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial services consultancies: 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
3,351 records in the displayed employee bands.
38 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 3,389 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 services consultancies by metro
Questions about this company list
What does Exact match mean for financial services consultancies?
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 services consultancies did RevenueBase find based in the United Kingdom?
The saved snapshot records 3,389 matching company records, 37,865 tracked contacts and 13,700 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 services consultancies by geography
- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia
- Financial services consultancies based in Belo Horizonte, Brazil
- Financial services consultancies based in Curitiba, Brazil
- Financial services consultancies based in Porto Alegre, Brazil
- Financial services consultancies based in Rio De Janeiro, Brazil
- Financial services consultancies based in Sao Paulo, Brazil
- Financial services consultancies based in Sofia, Bulgaria
Cite this list
RevenueBase Data Team. Top 25 financial services consultancies based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-consultancies/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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- Financial services consultancies based in Buenos Aires, Argentina
- Financial services consultancies based in Adelaide, Australia
- Financial services consultancies based in Brisbane, Australia
- Financial services consultancies based in Melbourne, Australia
- Financial services consultancies based in Perth, Australia
- Financial services consultancies based in Sydney, Australia