Company lists · Data refreshed November 2026

Top 25 Financial wellness platforms based in the United Kingdom

RevenueBase identified 112 company matches for financial wellness platforms associated with the United Kingdom as of November 2026 and tracks 2,010 professional contacts across them, including 790 with verified work emails. London is the largest hub.

This list covers company matches for financial wellness 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built
112Companies
2,010Contacts tracked
790Verified emails
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The 25 largest financial wellness platforms based in the United Kingdom

Ranked by team size
Top 25 of 112 company matches for financial wellness platforms based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Nov 5, 2026201-500635 contacts →

Exact match

“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Nov 5, 202651-200180 contacts →

Exact match

“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Nov 5, 2026201-500173 contacts →

Exact match

“We help employers build more inclusive workplaces by supporting the financial wellbeing of their people.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4Exact matchBarnsley, United KingdomHQ recorded Nov 5, 202651-200111 contacts →

Exact match

“Here at Lifetime, we help people understand what their money can do for them.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchUnited KingdomHQ recorded Nov 5, 202651-200106 contacts →

Exact match

“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchBristol, United KingdomHQ recorded Nov 5, 202651-20090 contacts →

Exact match

“Loqbox is a wellbeing business focused on financial health.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Nov 5, 202651-20088 contacts →

Exact match

“At My Money Matters, we work in partnership with employers across local government, the private sector and the NHS to deliver tailored financial wellbeing support that meets the…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Nov 5, 202611-5045 contacts →

Exact match

“Your business is looking to do more with less, wherever possible.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchBristol, United KingdomHQ recorded Nov 5, 202651-20040 contacts →

Exact match

“Hastee is a financial wellbeing platform that helps organisations improve employee financial wellbeing through earned wage access, payroll savings, financial education and money…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Nov 5, 202611-5031 contacts →

Exact match

“Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Nov 5, 202611-5024 contacts →

Exact match

“Maji is the complete financial wellbeing and money management platform – designed to improve financial outcomes through education, practical tools and behaviour change.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Nov 5, 202611-5024 contacts →

Exact match

“Bippit is expert financial guidance for every employee, including one-to-one coaching from qualified professionals, and all the tools they need to manage their financial lives.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Nov 5, 202611-5020 contacts →

Exact match

“On a mission to help workers borrow less & save more Level builds innovative tools that combine the newest technology with the power of payroll, like On-Demand Pay and Payroll…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Nov 5, 202651-20016 contacts →

Exact match

“We’re on a mission to make it easy for anyone to enjoy financial wellbeing.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Nov 5, 20261-1013 contacts →

Exact match

“Sync helps people to save effortlessly and build financial resilience.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Nov 5, 202611-5012 contacts →

Exact match

“Providing clients with a platform and tools to achieve better customer outcomes.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Nov 5, 20261-1012 contacts →

Exact match

“Somosfin is a solution to close the financial knowledge gap so that people can be in control of their own money and feel empowered to achieve their financial goals.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18Exact matchLondon, United KingdomHQ recorded Nov 5, 20261-1011 contacts →

Exact match

“We are building the go-to financial fitness app that makes learning about finance and money fun, easy, and relevant for people of any age.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchLondon, United KingdomHQ recorded Nov 5, 202651-20010 contacts →

Exact match

“Salary Finance and Neyber have joined forces and come together under our common social purpose to help employees around the world become financially healthier and happier.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchSouth Bank, United KingdomHQ recorded Nov 5, 20261-109 contacts →

Exact match

“Our mission At Money Guided we believe small steps, made regularly, can create big changes.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Nov 5, 202651-2009 contacts →

Exact match

“AAG Financial Education is an award-winning provider of financial education and advice.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchLondon, United KingdomHQ recorded Nov 5, 20261-109 contacts →

Exact match

“Smartpurse | Finance & Investing in Switzerland Investing, retirement & financial planning 🤝 Trusted by SBB, Nestlé & more Independent, regulated & jargon-free With SmartPurse…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchMadrid, United KingdomHQ recorded Nov 5, 202651-2008 contacts →

Exact match

“Wagestream improves the financial wellbeing of 3 million frontline workers, with a workplace finance platform built around their pay.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Nov 5, 202611-508 contacts →

Exact match

“Rest Easier helps HR, People and Rewards teams in large UK organisations deliver practical financial wellbeing and protection.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25Exact matchLondon, United KingdomHQ recorded Nov 5, 20261-108 contacts →

Exact match

“Enable your workforce to achieve clarity, purpose and peace of mind via our Wheel of Wealth workplace programme.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 25 of 112 financial wellness platforms based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 790 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial wellness platforms based in the United Kingdom at a glance

As of Nov 5, 2026
39.3%Verified-email coverage
17.9Average contacts per company
1-10Median size (employees)
63.4%Largest-city concentration · London
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
76
11-50
21
51-200
13
201-500
2

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 112 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 wellness 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 790 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 wellness 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 wellness platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial wellness platforms are there based in the United Kingdom?

RevenueBase identified 112 company matches for financial wellness 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?

CLEO tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial wellness platforms?

London leads with 71 company records, followed by Bedford (2) and Belfast (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 790 professional contacts with verified work emails tracked across these 112 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.