Company lists · Data refreshed September 2026

Top 25 Goal-based investing platforms based in London, United Kingdom

Name: Goal-based investing platforms based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 122 companies tracked

RevenueBase identified 122 goal-based investing platforms headquartered in London, United Kingdom as of September 2026 and tracks 4,049 professional contacts across them, including 1,715 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers goal-based investing platforms headquartered in London, United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

122Companies

4,049Contacts tracked

1,715Verified emails

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The 25 largest goal-based investing platforms based in London, United Kingdom

Ranked by team size

Top 25 of 122 goal-based investing platforms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investing platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	CLEO	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	500 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	Moneybox	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	443 contacts →
	Partial evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 28, 2026
3	7im	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	403 contacts →
	Indirect evidence “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: RevenueBase Database · checked Sep 28, 2026
4	TRADU	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	347 contacts →
	Strong evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 28, 2026
5	Freetrade	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	232 contacts →
	Indirect evidence “Freetrade is on a mission to become the default place to invest.” Source: RevenueBase Database · checked Sep 28, 2026
6	Chip Your Wealth APP	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	219 contacts →
	Indirect evidence “Chip is your wealth app.” Source: RevenueBase Database · checked Sep 28, 2026
7	Moneyfarm	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	208 contacts →
	Partial evidence “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Source: RevenueBase Database · checked Sep 28, 2026
8	Landytech	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	114 contacts →
	Indirect evidence “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
9	Unbiased	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	97 contacts →
	Partial evidence “Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Source: RevenueBase Database · checked Sep 28, 2026
10	Timeline	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	88 contacts →
	Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 28, 2026
11	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 28, 2026
12	Arabesque	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	53 contacts →
	Indirect evidence “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Source: RevenueBase Database · checked Sep 28, 2026
13	Velexa	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.” Source: RevenueBase Database · checked Sep 28, 2026
14	Aventur	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.” Source: RevenueBase Database · checked Sep 28, 2026
15	Meteor Asset Management Limited	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Since 2006, Meteor Asset Management Limited has helped more than savers and investors achieve their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
16	EMMA	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Take control of your money.” Source: RevenueBase Database · checked Sep 28, 2026
17	Oval Money	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	201-500	23 contacts →
	Indirect evidence “Oval Money is a fintech company with one soul and two brands - Oval and OvalX, each reflecting a product.” Source: RevenueBase Database · checked Sep 28, 2026
18	Vennre	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “Vennre is a digital wealth management platform for exclusive private market investments, specializing in carefully curated opportunities from leading global managers.” Source: RevenueBase Database · checked Sep 28, 2026
19	Stratiphy	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	18 contacts →
	Partial evidence “Stratiphy is an FCA-authorised investment platform helping everyday investors build personalised, AI-powered strategies, without needing to be a professional to do it.” Source: RevenueBase Database · checked Sep 28, 2026
20	Interactive Advisors	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “It’s an incredibly simple concept that’s also very powerful.” Source: RevenueBase Database · checked Sep 28, 2026
21	Life Moments	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Providing clients with a platform and tools to achieve better customer outcomes.” Source: RevenueBase Database · checked Sep 28, 2026
22	Welrex	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Source: RevenueBase Database · checked Sep 28, 2026
23	WEALT	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Wealt is the ultimate digital wealth management platform and alternatives marketplace, empowering affluent investors to manage all their bankable and non-bankable assets in one…” Source: RevenueBase Database · checked Sep 28, 2026
24	Justfa	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.” Source: RevenueBase Database · checked Sep 28, 2026
25	Find MY Adviser	Indirect evidence	London, United KingdomHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “At Find My Adviser, our mission is to connect people with trusted financial advisers who offer expert advice, bespoke solutions, and a roadmap to attain their financial objectives.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal-based investing platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal-based investing platforms.
Partial evidence: Its own public description names part of goal-based investing platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investing platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 122 goal-based investing platforms based in London, United Kingdom

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Goal-based investing platforms based in London, United Kingdom at a glance

As of Sep 28, 2026

42.4%Verified-email coverage

33.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 122 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal-based investing platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in London, United Kingdom whose own description of what they do matches “goal-based investing platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal-based investing platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among goal-based investing platforms, and records with no verified work email. Companies headquartered outside London are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 1,715 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal-based investing platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many goal-based investing platforms are there based in London, United Kingdom?

RevenueBase identified 122 goal-based investing platforms headquartered in London, United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

CLEO, headquartered in London, tops this list with the largest team on record.

Which city in the United Kingdom has the most goal-based investing platforms?

London leads the United Kingdom with 122 headquartered companies, followed by Manchester (4) and Birmingham (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,715 verified decision-maker contacts tracked across these 122 companies.

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.

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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 Smart Search, 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.