Company lists · Data refreshed September 2026

Top 24 Hybrid advisor platforms based in London, United Kingdom

RevenueBase identified 48 hybrid advisor platforms headquartered in London, United Kingdom as of September 2026 and tracks 954 professional contacts across them, including 528 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers hybrid advisor 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
48Companies
954Contacts tracked
528Verified emails
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The 24 largest hybrid advisor platforms based in London, United Kingdom

Ranked by team size
Top 24 of 48 hybrid advisor 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 hybrid advisor 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
1Partial 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
2Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-200206 contacts →

Partial evidence

“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-20097 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
4Partial evidenceLondon, United KingdomHQ checked Sep 28, 202651-20088 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-20064 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect 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
7Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202611-5034 contacts →

Indirect 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
8Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202651-20019 contacts →

Indirect evidence

“Rimbal builds the operating infrastructure for financial advice - from human-led to AI-driven - and provides everything you need to run your financial advice business.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial 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
10Partial 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
11Strong evidenceLondon, United KingdomHQ checked Sep 28, 202611-509 contacts →

Strong 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
12Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceLondon, United KingdomHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“We are transforming the financial adviser and client experience through our holistic operating system and platform solution.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“The SaaS Platform for Investment Management and Product Design.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceLondon, United KingdomHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“Ryedale delivers a cloud-based, full-service IT platform for serious investment businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Zenith One enables human financial advisors to cost-effectively offer their customers access to financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“Combining expert insights and learning algorithms, Rosecut provides impartial digital investment services while keeping fees lower for investors.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“OWH is redefining wealth management through strategic Wealth-as-a-Service partnerships, merging technology with traditional wealth expertise to enhance distribution, products, and…”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“MoneySavvy is a new service designed to help financial advisers re-engage digitally with the majority of their customer base, by enabling customers to manage all of their…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“AI Portfolio Solutions is a cutting-edge financial technology company specializing in AI-powered investment solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceLondon, United KingdomHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“AdviceBridge is the leading automated digital advice and guidance platform for financial planners.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceLondon, United KingdomHQ checked Sep 28, 2026501-1,0001 contacts →

Partial evidence

“Welcome to Embark for Advisers - dedicated to providing news, views, and original content for financial advisers.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Catapult is a Digital Wealth business getting ready for launch in the UK in early 2025.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceLondon, United KingdomHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Understanding the needs of private investors for lower cost and better quality than traditional fund management or pseudo-fintech which does not actually innovate.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 24 of 48 hybrid advisor platforms based in London, United Kingdom

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Hybrid advisor platforms based in London, United Kingdom at a glance

As of Sep 28, 2026
55.3%Verified-email coverage
19.9Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
17
51-200
5
201-500
2
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 48 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 hybrid advisor 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 “hybrid advisor 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 hybrid advisor 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 hybrid advisor 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, 528 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 hybrid advisor 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 hybrid advisor platforms are there based in London, United Kingdom?

RevenueBase identified 48 hybrid advisor 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?

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

Which city in the United Kingdom has the most hybrid advisor platforms?

London leads the United Kingdom with 48 headquartered companies, followed by Bath (3) and Bristol (3).

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 528 verified decision-maker contacts tracked across these 48 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.