Company lists · Data refreshed September 2026

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

RevenueBase identified 105 company matches for goal-based investment platforms associated with London, United Kingdom as of September 2026 and tracks 3,398 professional contacts across them, including 1,557 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers company matches for goal-based investment platforms associated with London, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
105Companies
3,398Contacts tracked
1,557Verified emails
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The 25 largest goal-based investment platforms based in London, United Kingdom

Ranked by team size
Top 25 of 105 company matches for goal-based investment platforms based in London, United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 Sep 28, 2026201-500443 contacts →

Exact match

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Sep 28, 2026201-500403 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Sep 28, 2026201-500347 contacts →

Exact match

“Introducing Tradu, the platform built for smarter investing with an institutional edge.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchLondon, United KingdomHQ recorded Sep 28, 2026201-500232 contacts →

Exact match

“Freetrade is on a mission to become the default place to invest.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Sep 28, 202651-200219 contacts →

Exact match

“Chip is your wealth app.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchLondon, United KingdomHQ recorded Sep 28, 2026201-500208 contacts →

Exact match

“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Sep 28, 202651-200114 contacts →

Exact match

“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Sep 28, 202651-20088 contacts →

Exact match

“Timeline is the integrated ecosystem built for modern financial advisers.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Sep 28, 202651-20088 contacts →

Exact match

“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Sep 28, 202651-20064 contacts →

Exact match

“We've built Fundment to propel financial advice businesses through technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Sep 28, 2026201-50053 contacts →

Exact match

“Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-5034 contacts →

Exact match

“Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-5031 contacts →

Exact match

“Since 2006, Meteor Asset Management Limited has helped more than savers and investors achieve their financial goals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-5031 contacts →

Exact match

“Take control of your money.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“The ICONOMI platform is designed to provide businesses or retail investors an entry point cryptocurrency market.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Sep 28, 2026201-50023 contacts →

Exact match

“Oval Money is a fintech company with one soul and two brands - Oval and OvalX, each reflecting a product.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-5021 contacts →

Exact match

“Vennre is a digital wealth management platform for exclusive private market investments, specializing in carefully curated opportunities from leading global managers.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchLondon, United KingdomHQ recorded Sep 28, 20261-1018 contacts →

Exact match

“Stratiphy is an FCA-authorised investment platform helping everyday investors build personalised, AI-powered strategies, without needing to be a professional to do it.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-5015 contacts →

Exact match

“It’s an incredibly simple concept that’s also very powerful.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“YOU provide a broad range of investment solutions for its clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchLondon, United KingdomHQ recorded Sep 28, 20261-1011 contacts →

Exact match

“Latitude provides a long only investment strategy tailored to meet the risk profile and return objectives of institutional investors and private wealth managers.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchLondon, United KingdomHQ recorded Sep 28, 20261-1011 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Sep 28, 202611-509 contacts →

Exact match

“JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchLondon, United KingdomHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Wealth8 is a technology-driven platform designed to connect people with wealth and investment opportunities, by providing easy access to global investment products, as well as the…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 105 goal-based investment platforms based in London, United Kingdom

See the full list, filter by size, metro and specialty, and access 1,557 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026
45.8%Verified-email coverage
32.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
57
11-50
31
51-200
5
201-500
9
501-1,000
2
1,001-5,000
1

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 105 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 London, United Kingdom whose business descriptions match “goal-based investment 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 1,557 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.

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 “goal-based investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 105 company matches for goal-based investment platforms associated with London, 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?

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

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

London leads the United Kingdom with 105 company records, followed by Bath (2) and Birmingham (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 1,557 professional contacts with verified work emails tracked across these 105 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.

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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.