Company lists · Data refreshed November 2026
Top 25 Hybrid advisor platforms based in the United Kingdom
RevenueBase identified 309 company matches for hybrid advisor platforms associated with the United Kingdom as of November 2026 and tracks 8,282 professional contacts across them, including 3,167 with verified work emails. London is the largest hub.
This list covers company matches for hybrid advisor 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 hybrid advisor platforms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,810 contacts → | ||||
Exact match “We understand the importance of relationships in everything you do.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 367 contacts → | ||||
Exact match “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 353 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 237 contacts → | ||||
Exact match “We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 226 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 187 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 130 contacts → | ||||
Exact match “Take the hard work out of managing your money with Wealthify.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 106 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 | |||||
| 9 | 104 contacts → | ||||
Exact match “Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 101 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 97 contacts → | ||||
Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 94 contacts → | ||||
Exact match “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 79 contacts → | ||||
Exact match “We've built Fundment to propel financial advice businesses through technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 77 contacts → | ||||
Exact match “Novia Global is an international online wealth management platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 76 contacts → | ||||
Exact match “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 72 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 69 contacts → | ||||
Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 64 contacts → | ||||
Exact match “The firm has built a strong reputation for successfully advising and supporting individuals and businesses with their financial affairs for almost a century.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 62 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 56 contacts → | ||||
Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 53 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 52 contacts → | ||||
Exact match “At Heath Crawford we believe that every business and individual can benefit from having proactive, expert and personalised insurance and investment advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 50 contacts → | ||||
Exact match “Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 48 contacts → | ||||
Exact match “Quai Digital is a B2B digital savings and investments platform, providing the expertise, service and technology to help you reshape your business, streamline your operations and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 46 contacts → | ||||
Exact match “Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into an advisory practice owned and shaped by clients.” 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 “hybrid advisor 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 309 hybrid advisor platforms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 3,167 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Hybrid advisor 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 309 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 “hybrid advisor 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 3,167 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.
Hybrid advisor 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 “hybrid advisor platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many hybrid advisor platforms are there based in the United Kingdom?
RevenueBase identified 309 company matches for hybrid advisor 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?
Scottish Widows tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most hybrid advisor platforms?
London leads with 98 company records, followed by Leeds (8) and Bath (7).
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 3,167 professional contacts with verified work emails tracked across these 309 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 309 hybrid advisor platforms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Hybrid advisor platforms by geography
- Hybrid advisor platforms based in Sydney, Australia
- Hybrid advisor platforms based in Sao Paulo, Brazil
- Hybrid advisor platforms based in Toronto, Canada
- Hybrid advisor platforms based in Paris, France
- Hybrid advisor platforms based in Bangalore, India
- Hybrid advisor platforms based in Mumbai, India
- Hybrid advisor platforms based in Singapore, Singapore
- Hybrid advisor platforms based in London, United Kingdom
- Hybrid advisor platforms based in Atlanta, United States
- Hybrid advisor platforms based in Austin, United States
- Hybrid advisor platforms based in Boston, United States
- Hybrid advisor platforms based in Charlotte, United States
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
- Hybrid advisor platforms based in Sydney, Australia
- Hybrid advisor platforms based in Sao Paulo, Brazil
- Hybrid advisor platforms based in Toronto, Canada
- Hybrid advisor platforms based in Paris, France
- Hybrid advisor platforms based in Bangalore, India
- Hybrid advisor platforms based in Mumbai, India
Company intelligence · public preview
Top 25 hybrid advisor 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 309 matching company records for hybrid advisor platforms based in the United Kingdom, with 8,282 tracked contacts and 3,167 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 hybrid advisor 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 |  Scottish Widowsscottishwidows.co.ukHQ: Edinburgh, United KingdomReported employees: 5,001-10,000 | Edinburgh, United Kingdom | 5,001-10,000 | Exact match | 1,810 contacts → |
“We understand the importance of relationships in everything you do.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Atomos Wealthatomos.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 367 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 353 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wealthtimewealthtime.comHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 237 contacts → |
“We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealthifywealthify.comHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 130 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wealth Wizardswealthwizards.comHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Unbiasedunbiased.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 104 contacts → |
“Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  NOVAnovawm.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  EVev.ukHQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fundmentfundment.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 79 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Novia Globalnovia-global.comHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Novia Global is an international online wealth management platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Greystone Financial Servicesgreystonefs.co.ukHQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Apex Fintech Solutions UKapexfintechsolutions.comHQ: Belfast, United KingdomReported employees: 51-200 | Belfast, United Kingdom | 51-200 | Exact match | 69 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Humphrey & COhumph.co.ukHQ: Eastbourne, United KingdomReported employees: 51-200 | Eastbourne, United Kingdom | 51-200 | Exact match | 64 contacts → |
“The firm has built a strong reputation for successfully advising and supporting individuals and businesses with their financial affairs for almost a century.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Curo By Time4advicetime4advice.co.ukHQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 62 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 56 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Arabesquearabesque.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 53 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Heath Crawfordheathcrawford.co.ukHQ: Watford, United KingdomReported employees: 51-200 | Watford, United Kingdom | 51-200 | Exact match | 52 contacts → |
“At Heath Crawford we believe that every business and individual can benefit from having proactive, expert and personalised insurance and investment advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Finurafinura.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 50 contacts → |
“Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Quai Digitalquai-digital.co.ukHQ: Peterborough, United KingdomReported employees: 11-50 | Peterborough, United Kingdom | 11-50 | Exact match | 48 contacts → |
“Quai Digital is a B2B digital savings and investments platform, providing the expertise, service and technology to help you reshape your business, streamline your operations and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Ascot Wealth Managementascotwm.comHQ: Sunningdale, United KingdomReported employees: 11-50 | Sunningdale, United Kingdom | 11-50 | Exact match | 46 contacts → |
“Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into an advisory practice owned and shaped by clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 309 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Hybrid advisor 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
307 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 309 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 ↗
Hybrid advisor platforms by metro
Questions about this company list
What does Exact match mean for hybrid advisor 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 hybrid advisor platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 309 matching company records, 8,282 tracked contacts and 3,167 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
Hybrid advisor platforms by geography
- Hybrid advisor platforms based in Sydney, Australia
- Hybrid advisor platforms based in Sao Paulo, Brazil
- Hybrid advisor platforms based in Toronto, Canada
- Hybrid advisor platforms based in Paris, France
- Hybrid advisor platforms based in Bangalore, India
- Hybrid advisor platforms based in Mumbai, India
- Hybrid advisor platforms based in Singapore, Singapore
- Hybrid advisor platforms based in London, United Kingdom
- Hybrid advisor platforms based in Atlanta, United States
- Hybrid advisor platforms based in Austin, United States
- Hybrid advisor platforms based in Boston, United States
- Hybrid advisor platforms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 hybrid advisor platforms based in the United Kingdom. Snapshot: November 5, 2026. https://revenuebase.ai/companies/hybrid-advisor-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
- Hybrid advisor platforms based in Sydney, Australia
- Hybrid advisor platforms based in Sao Paulo, Brazil
- Hybrid advisor platforms based in Toronto, Canada
- Hybrid advisor platforms based in Paris, France
- Hybrid advisor platforms based in Bangalore, India
- Hybrid advisor platforms based in Mumbai, India
Company intelligence · public preview
Top 25 hybrid advisor platforms based in the United Kingdom
RevenueBase records 309 matching company records for hybrid advisor platforms based in the United Kingdom, with 8,282 tracked contacts and 3,167 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 hybrid advisor 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 | Scottish Widowsscottishwidows.co.uk HQ: Edinburgh, United KingdomReported employees: 5,001-10,000 | Edinburgh, United Kingdom | 5,001-10,000 | Exact match | 1,810 contacts → |
“We understand the importance of relationships in everything you do.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Atomos Wealthatomos.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 367 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 353 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wealthtimewealthtime.com HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 237 contacts → |
“We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealthifywealthify.com HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 130 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wealth Wizardswealthwizards.com HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Unbiasedunbiased.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 104 contacts → |
“Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | NOVAnovawm.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | EVev.uk HQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fundmentfundment.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 79 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Novia Globalnovia-global.com HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Novia Global is an international online wealth management platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Apex Fintech Solutions UKapexfintechsolutions.com HQ: Belfast, United KingdomReported employees: 51-200 | Belfast, United Kingdom | 51-200 | Exact match | 69 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Humphrey & COhumph.co.uk HQ: Eastbourne, United KingdomReported employees: 51-200 | Eastbourne, United Kingdom | 51-200 | Exact match | 64 contacts → |
“The firm has built a strong reputation for successfully advising and supporting individuals and businesses with their financial affairs for almost a century.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Curo By Time4advicetime4advice.co.uk HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 62 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 56 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Arabesquearabesque.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 53 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Heath Crawfordheathcrawford.co.uk HQ: Watford, United KingdomReported employees: 51-200 | Watford, United Kingdom | 51-200 | Exact match | 52 contacts → |
“At Heath Crawford we believe that every business and individual can benefit from having proactive, expert and personalised insurance and investment advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Finurafinura.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 50 contacts → |
“Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Quai Digitalquai-digital.co.uk HQ: Peterborough, United KingdomReported employees: 11-50 | Peterborough, United Kingdom | 11-50 | Exact match | 48 contacts → |
“Quai Digital is a B2B digital savings and investments platform, providing the expertise, service and technology to help you reshape your business, streamline your operations and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Ascot Wealth Managementascotwm.com HQ: Sunningdale, United KingdomReported employees: 11-50 | Sunningdale, United Kingdom | 11-50 | Exact match | 46 contacts → |
“Ascot Wealth Management was created in 2010 by Mark Insley and has evolved into an advisory practice owned and shaped by clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 309 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Hybrid advisor 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
307 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 309 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 ↗
Hybrid advisor platforms by metro
Questions about this company list
What does Exact match mean for hybrid advisor 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 hybrid advisor platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 309 matching company records, 8,282 tracked contacts and 3,167 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
Hybrid advisor platforms by geography
- Hybrid advisor platforms based in Sydney, Australia
- Hybrid advisor platforms based in Sao Paulo, Brazil
- Hybrid advisor platforms based in Toronto, Canada
- Hybrid advisor platforms based in Paris, France
- Hybrid advisor platforms based in Bangalore, India
- Hybrid advisor platforms based in Mumbai, India
- Hybrid advisor platforms based in Singapore, Singapore
- Hybrid advisor platforms based in London, United Kingdom
- Hybrid advisor platforms based in Atlanta, United States
- Hybrid advisor platforms based in Austin, United States
- Hybrid advisor platforms based in Boston, United States
- Hybrid advisor platforms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 hybrid advisor platforms based in the United Kingdom. Snapshot: November 5, 2026. https://revenuebase.ai/companies/hybrid-advisor-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
- Hybrid advisor platforms based in Sydney, Australia
- Hybrid advisor platforms based in Sao Paulo, Brazil
- Hybrid advisor platforms based in Toronto, Canada
- Hybrid advisor platforms based in Paris, France
- Hybrid advisor platforms based in Bangalore, India
- Hybrid advisor platforms based in Mumbai, India