Company lists · Data refreshed September 2026

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

RevenueBase identified 121 goals-based investing platforms headquartered in London, United Kingdom as of September 2026 and tracks 3,511 professional contacts across them, including 1,334 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers goals-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
121Companies
3,511Contacts tracked
1,334Verified emails
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The 25 largest goals-based investing platforms based in London, United Kingdom

Ranked by team size
Top 25 of 121 goals-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 goals-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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500500 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
2Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500443 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
3Strong evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500347 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500232 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-200219 contacts →

Indirect evidence

“Chip is your wealth app.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026201-500208 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
7Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-200114 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
8Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-20088 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-20088 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
10Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026201-50053 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
11Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5031 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
12Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5031 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
13Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202611-5031 contacts →

Indirect evidence

“Take control of your money.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 28, 2026201-50023 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
15Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5021 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
16Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-1018 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
17Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-1012 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
20Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-1011 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
21Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-509 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
22Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Saving has never felt harder, whether that is into a pension or saving for a house deposit.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“At Town Close, we're here for life.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 121 goals-based investing platforms based in London, United Kingdom

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

As of Sep 28, 2026
38.0%Verified-email coverage
29.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
71
11-50
33
51-200
6
201-500
9
501-1,000
1
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 121 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 goals-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 “goals-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 goals-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 goals-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, 1,334 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 goals-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 goals-based investing platforms are there based in London, United Kingdom?

RevenueBase identified 121 goals-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 goals-based investing platforms?

London leads the United Kingdom with 121 headquartered companies, followed by Manchester (4) and Cardiff (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 1,334 verified decision-maker contacts tracked across these 121 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.