Company lists · Data refreshed September 2026
Top 25 Financial services CRM companies based in the United Kingdom
RevenueBase identified 338 company matches for financial services CRM companies associated with the United Kingdom as of September 2026 and tracks 2,812 professional contacts across them, including 742 with verified work emails. London is the largest hub.
This list covers company matches for financial services CRM 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 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 CRM companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 434 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 198 contacts → | ||||
Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 70 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 70 contacts → | ||||
Exact match “Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 57 contacts → | ||||
Exact match “Optimiser is a fully configurable business intelligence ecosystem that helps organisations manage relationships, operations, workflows, communications, and commercial activities…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 55 contacts → | ||||
Exact match “Capsule was launched in 2009 following the founders' frustration with existing CRM services that were either overly simplistic or far too complex for most businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 52 contacts → | ||||
Exact match “Established in 1996, London Capital Group has a rich history as both a private and public company, working with high value clients across various markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 49 contacts → | ||||
Exact match “Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 47 contacts → | ||||
Exact match “At the heart of the Yealand philosophy is service excellence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 35 contacts → | ||||
Exact match “At Moneyinfo, we believe in working smarter, not harder.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 35 contacts → | ||||
Exact match “Delivering leads at scale to the most trustworthy financial companies nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 34 contacts → | ||||
Exact match “We are experts in financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 34 contacts → | ||||
Exact match “Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 33 contacts → | ||||
Exact match “Fintech made beautifully simple.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 29 contacts → | ||||
Exact match “Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 28 contacts → | ||||
Exact match “We live and breathe relationship marketing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Gold-Vision CRM is a highly configurable, user-friendly customer relationship management (CRM) platform designed to unify and streamline sales and marketing processes for…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “Cantata is the UK’s leading independent CRM specialist consultancy, helping organisations to gain the most from customer and stakeholder management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “On Your Side” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 24 contacts → | ||||
Exact match “IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 18 contacts → | ||||
Exact match “Gibbs Denley's holistic approach, whether the customer is an individual or larger organisation, is the secret to our success alongside our reputation for providing excellent…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 16 contacts → | ||||
Exact match “The CRM for Financial 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 CRM 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 25 of 338 financial services CRM companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 742 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services CRM companies 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 338 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 CRM 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 742 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 CRM companies 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 CRM companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services CRM companies are there based in the United Kingdom?
RevenueBase identified 338 company matches for financial services CRM 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?
SUN Life Financial Of Canada UK tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services CRM companies?
London leads with 91 company records, followed by Manchester (7) and Belfast (5).
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 742 professional contacts with verified work emails tracked across these 338 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 338 financial services CRM companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Financial services CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
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 CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
Company intelligence · public preview
Top 25 financial services CRM 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 338 matching company records for financial services CRM companies based in the United Kingdom, with 2,812 tracked contacts and 742 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 CRM 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 |  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. | |||||
| 2 |  WH Irelandwhirelandplc.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Singletracksingletrack.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Optimiseroptimiser.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 57 contacts → |
“Optimiser is a fully configurable business intelligence ecosystem that helps organisations manage relationships, operations, workflows, communications, and commercial activities…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Capsulecapsulecrm.comHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 55 contacts → |
“Capsule was launched in 2009 following the founders' frustration with existing CRM services that were either overly simplistic or far too complex for most businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  London Capital Grouplcg.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 52 contacts → |
“Established in 1996, London Capital Group has a rich history as both a private and public company, working with high value clients across various markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Smartr365smartr365.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 49 contacts → |
“Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Yealand Fund Services Limitedyealand.comHQ: Peterborough, United KingdomReported employees: 11-50 | Peterborough, United Kingdom | 11-50 | Exact match | 47 contacts → |
“At the heart of the Yealand philosophy is service excellence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Moneyinfomoneyinfo.comHQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 35 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Leadlyleadly.co.ukHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 35 contacts → |
“Delivering leads at scale to the most trustworthy financial companies nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lifetime Wealth Management LTDlifetime.co.uk HQ: St. Albans, United KingdomReported employees: 51-200 | St. Albans, United Kingdom | 51-200 | Exact match | 34 contacts → |
“We are experts in financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 34 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Plannr Technologies Limitedplannrcrm.comHQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Concepconcep.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“We live and breathe relationship marketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Gold-Vision CRMgold-vision.comHQ: Northampton, United KingdomReported employees: 11-50 | Northampton, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Gold-Vision CRM is a highly configurable, user-friendly customer relationship management (CRM) platform designed to unify and streamline sales and marketing processes for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cantatacantatagroup.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Cantata is the UK’s leading independent CRM specialist consultancy, helping organisations to gain the most from customer and stakeholder management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Harmoney Consulting Groupharmoneyconsulting.co.uk HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 24 contacts → |
“On Your Side” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ideal Finance Limitedidealfinance.lk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 24 contacts → |
“IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | KLO Financial Servicesklofinancialservices.com HQ: Warwick, United KingdomReported employees: 11-50 | Warwick, United Kingdom | 11-50 | Exact match | 23 contacts → |
“KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Gibbs Denley Financial Services LTDgibbsdenley.co.uk HQ: Cambridge, United KingdomReported employees: 11-50 | Cambridge, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Gibbs Denley's holistic approach, whether the customer is an individual or larger organisation, is the secret to our success alongside our reputation for providing excellent…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Financial Cloudfinancial-cloud.comHQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 16 contacts → |
“The CRM for Financial Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 338 company matches
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Financial services CRM companies: 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
335 records in the displayed employee bands.
3 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 338 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 CRM companies by metro
Questions about this company list
What does Exact match mean for financial services CRM 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 services CRM companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 338 matching company records, 2,812 tracked contacts and 742 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 CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-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 services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
Company intelligence · public preview
Top 25 financial services CRM companies based in the United Kingdom
RevenueBase records 338 matching company records for financial services CRM companies based in the United Kingdom, with 2,812 tracked contacts and 742 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 CRM 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 | 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. | |||||
| 2 | WH Irelandwhirelandplc.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Singletracksingletrack.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Optimiseroptimiser.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 57 contacts → |
“Optimiser is a fully configurable business intelligence ecosystem that helps organisations manage relationships, operations, workflows, communications, and commercial activities…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Capsulecapsulecrm.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 55 contacts → |
“Capsule was launched in 2009 following the founders' frustration with existing CRM services that were either overly simplistic or far too complex for most businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | London Capital Grouplcg.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 52 contacts → |
“Established in 1996, London Capital Group has a rich history as both a private and public company, working with high value clients across various markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Smartr365smartr365.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 49 contacts → |
“Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Yealand Fund Services Limitedyealand.com HQ: Peterborough, United KingdomReported employees: 11-50 | Peterborough, United Kingdom | 11-50 | Exact match | 47 contacts → |
“At the heart of the Yealand philosophy is service excellence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Moneyinfomoneyinfo.com HQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 35 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Leadlyleadly.co.uk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 35 contacts → |
“Delivering leads at scale to the most trustworthy financial companies nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lifetime Wealth Management LTDlifetime.co.uk HQ: St. Albans, United KingdomReported employees: 51-200 | St. Albans, United Kingdom | 51-200 | Exact match | 34 contacts → |
“We are experts in financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 34 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Plannr Technologies Limitedplannrcrm.com HQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Concepconcep.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“We live and breathe relationship marketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gold-Vision CRMgold-vision.com HQ: Northampton, United KingdomReported employees: 11-50 | Northampton, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Gold-Vision CRM is a highly configurable, user-friendly customer relationship management (CRM) platform designed to unify and streamline sales and marketing processes for…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cantatacantatagroup.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Cantata is the UK’s leading independent CRM specialist consultancy, helping organisations to gain the most from customer and stakeholder management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Harmoney Consulting Groupharmoneyconsulting.co.uk HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 24 contacts → |
“On Your Side” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ideal Finance Limitedidealfinance.lk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 24 contacts → |
“IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | KLO Financial Servicesklofinancialservices.com HQ: Warwick, United KingdomReported employees: 11-50 | Warwick, United Kingdom | 11-50 | Exact match | 23 contacts → |
“KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ONE Financial Planning LTDonefinancialplanning.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Gibbs Denley Financial Services LTDgibbsdenley.co.uk HQ: Cambridge, United KingdomReported employees: 11-50 | Cambridge, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Gibbs Denley's holistic approach, whether the customer is an individual or larger organisation, is the secret to our success alongside our reputation for providing excellent…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Financial Cloudfinancial-cloud.com HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 16 contacts → |
“The CRM for Financial Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 338 company matches
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Financial services CRM companies: 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
335 records in the displayed employee bands.
3 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 338 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 CRM companies by metro
Questions about this company list
What does Exact match mean for financial services CRM 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 services CRM companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 338 matching company records, 2,812 tracked contacts and 742 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 CRM companies by geography
- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada
- Financial services CRM companies based in France
- Financial services CRM companies based in Germany
- Financial services CRM companies based in India
- Financial services CRM companies based in the Netherlands
- Financial services CRM companies based in South Africa
- Financial services CRM companies based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies based in the United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-crm-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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- Financial services CRM companies based in Mumbai, India
- Financial services CRM companies based in London, United Kingdom
- Financial services CRM companies based in New York, United States
- Financial services CRM companies based in Australia
- Financial services CRM companies based in Brazil
- Financial services CRM companies based in Canada