Company lists · Data refreshed November 2026
Top 25 Financial services document sharing platforms based in the United Kingdom
RevenueBase identified 52 company matches for financial services document sharing platforms associated with the United Kingdom as of November 2026 and tracks 572 professional contacts across them, including 253 with verified work emails. London is the largest hub.
This list covers company matches for financial services document sharing platforms 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 November 5, 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 document sharing platforms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 196 contacts → | ||||
Exact match “Kurtosys helps investment managers deliver data & insights to their clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 54 contacts → | ||||
Exact match “Workshare’s innovative and intelligent platform empowers professionals to compare, protect and share their high stakes documents on any device.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 43 contacts → | ||||
Exact match “Ideagen Huddle transforms the way teams work by enabling them to store, share and work on content in an efficient, simple and secure way.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 36 contacts → | ||||
Exact match “Legado is a UK-based digital communications platform designed for regulated industries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Snaarp Drive is a secure, efficient, and user-centric file management solutions tailored to the unique needs of security-conscious teams Our platform features advanced file…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “Your reputation is only as strong as your client file.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Broadridge Fund Communication Solutions Creating efficiencies for the investment industry by providing a digital platform that supports data, documents and regulatory reporting…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “Launched in 2023, SSImple is a SaaS platform that is fundamentally changing the way SSIs are stored, shared, and enriched across the global financial services industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Filestream Ltd, based in Wokingham, Berkshire, is a leading provider of secure, electronic document management/filing systems (EDMS).” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “Alph4 is an open banking & accounting platform providing real time access to client information enabling rapid analysis of financial data in a powerful and customisable way.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “CDD provides the digital tools and due diligence services for those individuals and organisations who want to work together as one.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “DELIVERING DEALS SECURELY Sterling is the UK’s market leader for the production of financial print and at the cutting edge of data security, smoothing the path of complex…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “ConnectedFi provides a platform for asset finance intermediaries to distribute business, along with documentation and underwriting data, to funding sources for immediate…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Fyio delivers a seamless, highly secure flow of sensitive and confidential personal documents from one individual to another, from individual to enterprise, and from enterprise to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Issuing securities and keeping them listed is costly, slow, and cumbersome.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “We believe experience is everything.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “What we do Help accountancy firms streamline client onboarding, engagement letters, AML/KYC and secure document collection.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Projectfusion is a leading UK/EU hosted platform providing Virtual Data Rooms, Extranets, Collaboration, Real Time Co-authoring and safedrop secure file sharing services to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “AssetLogic is a web-based service that allows any member of the investment industry to create an online central data and documents repository in just a few days.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “SuperOkay is the stress-free content and document management solution that harmonizes client interactions and enhances collaboration for digital service providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “50% of UK Law firms had a data breach last year- most breaches were down to 3 things - badly addressed deliveries, phishing or lack of security- Clients need a way to send you…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Sick of chasing clients for bank statements?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “The transformational content sharing platform designed for financial advisory firms and advisers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Keeping you cyber safe, our easy to use platform is easy to use.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Annotate provides smarter document collaboration made for the digital workplace.” Recorded in the RevenueBase company graph · Nov 5, 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 document sharing platforms”. 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 52 financial services document sharing platforms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 253 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services document sharing platforms based in the United Kingdom at a glance
As of Nov 5, 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 52 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 document sharing platforms” 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 253 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 November 5, 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 document sharing platforms 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 document sharing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services document sharing platforms are there based in the United Kingdom?
RevenueBase identified 52 company matches for financial services document sharing platforms associated with the United Kingdom as of November 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?
Kurtosys tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services document sharing platforms?
London leads with 25 company records, followed by Birmingham (2) and Edinburgh (2).
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 253 professional contacts with verified work emails tracked across these 52 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 financial services document sharing platforms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Financial services document sharing platforms by geography
- Financial services document sharing platforms based in the United States
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- Financial services document sharing platforms based in Germany
- Financial services document sharing platforms based in India
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 document sharing platforms based in the United States
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- Financial services document sharing platforms based in Germany
- Financial services document sharing platforms based in India
Company intelligence · public preview
Top 25 financial services document sharing platforms 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 52 matching company records for financial services document sharing platforms based in the United Kingdom, with 572 tracked contacts and 253 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: November 5, 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 document sharing platforms 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 |  Kurtosyskurtosys.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 196 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Workshareworkshare.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 54 contacts → |
“Workshare’s innovative and intelligent platform empowers professionals to compare, protect and share their high stakes documents on any device.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ideagen Huddleideagen.comHQ: Nottingham, United KingdomReported employees: 1,001-5,000 | Nottingham, United Kingdom | 1,001-5,000 | Exact match | 43 contacts → |
“Ideagen Huddle transforms the way teams work by enabling them to store, share and work on content in an efficient, simple and secure way.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Legado Joinlegado.comjoinlegado.comHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 36 contacts → |
“Legado is a UK-based digital communications platform designed for regulated industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Snaarpsnaarp.comHQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Snaarp Drive is a secure, efficient, and user-centric file management solutions tailored to the unique needs of security-conscious teams Our platform features advanced file…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Workiroworkiro.comHQ: Cambridge, United KingdomReported employees: 51-200 | Cambridge, United Kingdom | 51-200 | Exact match | 21 contacts → |
“Your reputation is only as strong as your client file.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Broadridge Fund Communication Solutionsbroadridge.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 19 contacts → |
“Broadridge Fund Communication Solutions Creating efficiencies for the investment industry by providing a digital platform that supports data, documents and regulatory reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ssimplessimple.ioHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Launched in 2023, SSImple is a SaaS platform that is fundamentally changing the way SSIs are stored, shared, and enriched across the global financial services industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Filestream Limitedfilestreamsystems.co.ukHQ: Wokingham, United KingdomReported employees: 11-50 | Wokingham, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Filestream Ltd, based in Wokingham, Berkshire, is a leading provider of secure, electronic document management/filing systems (EDMS).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Alph4 LTDalph4.ukHQ: Sheffield, United KingdomReported employees: 1-10 | Sheffield, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Alph4 is an open banking & accounting platform providing real time access to client information enabling rapid analysis of financial data in a powerful and customisable way.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  CDD Servicescdd.servicesHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 10 contacts → |
“CDD provides the digital tools and due diligence services for those individuals and organisations who want to work together as one.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sterling Financial Printsterlingfp.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“DELIVERING DEALS SECURELY Sterling is the UK’s market leader for the production of financial print and at the cutting edge of data security, smoothing the path of complex…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Connectedficonnectedfi.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“ConnectedFi provides a platform for asset finance intermediaries to distribute business, along with documentation and underwriting data, to funding sources for immediate…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fyio I Personal Data. Controlledfyio.appHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Fyio delivers a seamless, highly secure flow of sensitive and confidential personal documents from one individual to another, from individual to enterprise, and from enterprise to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Scribestarscribestar.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Issuing securities and keeping them listed is costly, slow, and cumbersome.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Docportaldocportal.co.uk HQ: Amersham, United KingdomReported employees: 11-50 | Amersham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We believe experience is everything.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  mydocsafe.commydocsafe.comHQ: Bedford, United KingdomReported employees: 11-50 | Bedford, United Kingdom | 11-50 | Exact match | 5 contacts → |
“What we do Help accountancy firms streamline client onboarding, engagement letters, AML/KYC and secure document collection.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Projectfusionprojectfusion.comHQ: Sandwich, United KingdomReported employees: 11-50 | Sandwich, United Kingdom | 11-50 | Exact match | 4 contacts → |
“Projectfusion is a leading UK/EU hosted platform providing Virtual Data Rooms, Extranets, Collaboration, Real Time Co-authoring and safedrop secure file sharing services to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Assetlogicasset-logic.comHQ: Godalming, United KingdomReported employees: 11-50 | Godalming, United Kingdom | 11-50 | Exact match | 3 contacts → |
“AssetLogic is a web-based service that allows any member of the investment industry to create an online central data and documents repository in just a few days.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Superokaysuperokay.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“SuperOkay is the stress-free content and document management solution that harmonizes client interactions and enhances collaboration for digital service providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Safedropsafedrop.comHQ: Sandwich, United KingdomReported employees: 1-10 | Sandwich, United Kingdom | 1-10 | Exact match | 3 contacts → |
“50% of UK Law firms had a data breach last year- most breaches were down to 3 things - badly addressed deliveries, phishing or lack of security- Clients need a way to send you…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Streem Connectstreemconnect.comHQ: Newton Aycliffe, United KingdomReported employees: 1-10 | Newton Aycliffe, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Sick of chasing clients for bank statements?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Content Streamscontentstreams.co.ukHQ: Sawbridgeworth, United KingdomReported employees: 1-10 | Sawbridgeworth, United Kingdom | 1-10 | Exact match | 2 contacts → |
“The transformational content sharing platform designed for financial advisory firms and advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Deklum CLM Client Lifecycle Managementdeklumcyber.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Keeping you cyber safe, our easy to use platform is easy to use.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Annotate Softwareannotate.comHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Annotate provides smarter document collaboration made for the digital workplace.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Financial services document sharing platforms: dataset insights
November 5, 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
50 records in the displayed employee bands.
2 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 52 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: November 5, 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 document sharing platforms by metro
Questions about this company list
What does Exact match mean for financial services document sharing platforms?
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 document sharing platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 52 matching company records, 572 tracked contacts and 253 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: November 5, 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 document sharing platforms by geography
- Financial services document sharing platforms based in the United States
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- Financial services document sharing platforms based in Germany
- Financial services document sharing platforms based in India
Cite this list
RevenueBase Data Team. Top 25 financial services document sharing platforms based in the United Kingdom. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-services-document-sharing-platforms/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 document sharing platforms based in the United States
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- Financial services document sharing platforms based in Germany
- Financial services document sharing platforms based in India
Company intelligence · public preview
Top 25 financial services document sharing platforms based in the United Kingdom
RevenueBase records 52 matching company records for financial services document sharing platforms based in the United Kingdom, with 572 tracked contacts and 253 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: November 5, 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 document sharing platforms 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 | Kurtosyskurtosys.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 196 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Workshareworkshare.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 54 contacts → |
“Workshare’s innovative and intelligent platform empowers professionals to compare, protect and share their high stakes documents on any device.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ideagen Huddleideagen.com HQ: Nottingham, United KingdomReported employees: 1,001-5,000 | Nottingham, United Kingdom | 1,001-5,000 | Exact match | 43 contacts → |
“Ideagen Huddle transforms the way teams work by enabling them to store, share and work on content in an efficient, simple and secure way.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Legado Joinlegado.comjoinlegado.com HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 36 contacts → |
“Legado is a UK-based digital communications platform designed for regulated industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Snaarpsnaarp.com HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Snaarp Drive is a secure, efficient, and user-centric file management solutions tailored to the unique needs of security-conscious teams Our platform features advanced file…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Workiroworkiro.com HQ: Cambridge, United KingdomReported employees: 51-200 | Cambridge, United Kingdom | 51-200 | Exact match | 21 contacts → |
“Your reputation is only as strong as your client file.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Broadridge Fund Communication Solutionsbroadridge.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 19 contacts → |
“Broadridge Fund Communication Solutions Creating efficiencies for the investment industry by providing a digital platform that supports data, documents and regulatory reporting…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ssimplessimple.io HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Launched in 2023, SSImple is a SaaS platform that is fundamentally changing the way SSIs are stored, shared, and enriched across the global financial services industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Filestream Limitedfilestreamsystems.co.uk HQ: Wokingham, United KingdomReported employees: 11-50 | Wokingham, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Filestream Ltd, based in Wokingham, Berkshire, is a leading provider of secure, electronic document management/filing systems (EDMS).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Alph4 LTDalph4.uk HQ: Sheffield, United KingdomReported employees: 1-10 | Sheffield, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Alph4 is an open banking & accounting platform providing real time access to client information enabling rapid analysis of financial data in a powerful and customisable way.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | CDD Servicescdd.services HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 10 contacts → |
“CDD provides the digital tools and due diligence services for those individuals and organisations who want to work together as one.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sterling Financial Printsterlingfp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“DELIVERING DEALS SECURELY Sterling is the UK’s market leader for the production of financial print and at the cutting edge of data security, smoothing the path of complex…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Connectedficonnectedfi.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“ConnectedFi provides a platform for asset finance intermediaries to distribute business, along with documentation and underwriting data, to funding sources for immediate…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fyio I Personal Data. Controlledfyio.app HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Fyio delivers a seamless, highly secure flow of sensitive and confidential personal documents from one individual to another, from individual to enterprise, and from enterprise to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Scribestarscribestar.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Issuing securities and keeping them listed is costly, slow, and cumbersome.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Docportaldocportal.co.uk HQ: Amersham, United KingdomReported employees: 11-50 | Amersham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We believe experience is everything.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | mydocsafe.commydocsafe.com HQ: Bedford, United KingdomReported employees: 11-50 | Bedford, United Kingdom | 11-50 | Exact match | 5 contacts → |
“What we do Help accountancy firms streamline client onboarding, engagement letters, AML/KYC and secure document collection.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Projectfusionprojectfusion.com HQ: Sandwich, United KingdomReported employees: 11-50 | Sandwich, United Kingdom | 11-50 | Exact match | 4 contacts → |
“Projectfusion is a leading UK/EU hosted platform providing Virtual Data Rooms, Extranets, Collaboration, Real Time Co-authoring and safedrop secure file sharing services to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Assetlogicasset-logic.com HQ: Godalming, United KingdomReported employees: 11-50 | Godalming, United Kingdom | 11-50 | Exact match | 3 contacts → |
“AssetLogic is a web-based service that allows any member of the investment industry to create an online central data and documents repository in just a few days.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Superokaysuperokay.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“SuperOkay is the stress-free content and document management solution that harmonizes client interactions and enhances collaboration for digital service providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Safedropsafedrop.com HQ: Sandwich, United KingdomReported employees: 1-10 | Sandwich, United Kingdom | 1-10 | Exact match | 3 contacts → |
“50% of UK Law firms had a data breach last year- most breaches were down to 3 things - badly addressed deliveries, phishing or lack of security- Clients need a way to send you…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Streem Connectstreemconnect.com HQ: Newton Aycliffe, United KingdomReported employees: 1-10 | Newton Aycliffe, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Sick of chasing clients for bank statements?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Content Streamscontentstreams.co.uk HQ: Sawbridgeworth, United KingdomReported employees: 1-10 | Sawbridgeworth, United Kingdom | 1-10 | Exact match | 2 contacts → |
“The transformational content sharing platform designed for financial advisory firms and advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Deklum CLM Client Lifecycle Managementdeklumcyber.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“Keeping you cyber safe, our easy to use platform is easy to use.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Annotate Softwareannotate.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Annotate provides smarter document collaboration made for the digital workplace.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Financial services document sharing platforms: dataset insights
November 5, 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
50 records in the displayed employee bands.
2 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 52 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: November 5, 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 document sharing platforms by metro
Questions about this company list
What does Exact match mean for financial services document sharing platforms?
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 document sharing platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 52 matching company records, 572 tracked contacts and 253 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: November 5, 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 document sharing platforms by geography
- Financial services document sharing platforms based in the United States
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- Financial services document sharing platforms based in Germany
- Financial services document sharing platforms based in India
Cite this list
RevenueBase Data Team. Top 25 financial services document sharing platforms based in the United Kingdom. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-services-document-sharing-platforms/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 document sharing platforms based in the United States
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- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- Financial services document sharing platforms based in Germany
- Financial services document sharing platforms based in India