Company lists · Data refreshed September 2026
Top 25 Hybrid advisory software companies based in London, United Kingdom
RevenueBase identified 174 company matches for hybrid advisory software companies associated with London, United Kingdom as of September 2026 and tracks 3,413 professional contacts across them, including 1,653 with verified work emails. Across the United Kingdom, London is the largest hub for this category.
This list covers company matches for hybrid advisory software companies 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.
The 25 largest hybrid advisory software companies based in London, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 589 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 354 contacts → | ||||
Exact match “Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 232 contacts → | ||||
Exact match “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 208 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 | |||||
| 5 | 206 contacts → | ||||
Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 198 contacts → | ||||
Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 156 contacts → | ||||
Exact match “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 135 contacts → | ||||
Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 88 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 | |||||
| 10 | 88 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 | |||||
| 11 | 83 contacts → | ||||
Exact match “WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 64 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 | |||||
| 13 | 46 contacts → | ||||
Exact match “We’ve rebranded.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 42 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 28 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “We are on a mission to help make technology a success for wealth management businesses and their clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 25 contacts → | ||||
Exact match “PCB Partners is a mergers & acquisitions advisory firm rooted in entrepreneurial culture, serving only the digital first economy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 23 contacts → | ||||
Exact match “At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 22 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match “Multiply is an award-winning WealthTech company based in the UK, founded in 2016.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 15 contacts → | ||||
Exact match “Liberate Wealth is a financial planning and wealth management firm uniting tested, proven technology with decades of face-to-face client experience to provide a comprehensive…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 14 contacts → | ||||
Exact match “Brightstone is founded on our first hand experience of asset management and a passion for making things better.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 12 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 | |||||
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 advisory software companies”. 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 174 hybrid advisory software companies based in London, United Kingdom
See the full list, filter by size, metro and specialty, and access 1,653 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Hybrid advisory software companies based in London, United Kingdom at a glance
As of Sep 28, 2026Companies by employee count
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 174 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 “hybrid advisory software companies” 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 1,653 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 “hybrid advisory software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many hybrid advisory software companies are there based in London, United Kingdom?
RevenueBase identified 174 company matches for hybrid advisory software companies 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?
Chase DE Vere 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 hybrid advisory software companies?
London leads the United Kingdom with 174 company records, followed by Bristol (11) and Edinburgh (10).
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 1,653 professional contacts with verified work emails tracked across these 174 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.
Ready to reach these companies? Verified emails and direct dials for all 174 hybrid advisory software companies based in London, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Hybrid advisory software companies by geography
- Hybrid advisory software companies based in Melbourne, Australia
- Hybrid advisory software companies based in Sydney, Australia
- Hybrid advisory software companies based in Sao Paulo, Brazil
- Hybrid advisory software companies based in Calgary, Canada
- Hybrid advisory software companies based in Montreal, Canada
- Hybrid advisory software companies based in Toronto, Canada
- Hybrid advisory software companies based in Vancouver, Canada
- Hybrid advisory software companies based in Paris, France
- Hybrid advisory software companies based in Ahmedabad, India
- Hybrid advisory software companies based in Bangalore, India
- Hybrid advisory software companies based in Mumbai, India
- Hybrid advisory software companies based in New Delhi, India
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 advisory software companies based in Melbourne, Australia
- Hybrid advisory software companies based in Sydney, Australia
- Hybrid advisory software companies based in Sao Paulo, Brazil
- Hybrid advisory software companies based in Calgary, Canada
- Hybrid advisory software companies based in Montreal, Canada
- Hybrid advisory software companies based in Toronto, Canada
Company intelligence · public preview
Top 25 hybrid advisory software companies based in London, 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 174 matching company records for hybrid advisory software companies based in London, United Kingdom, with 3,413 tracked contacts and 1,653 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: September 28, 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 advisory software companies based in London, 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 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Quilter Financial Planningquilter.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 354 contacts → |
“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kingswood Groupkingswood-group.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 232 contacts → |
“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Valuefyvaluefy.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  WH Irelandwhirelandplc.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wealth Dynamixwealth-dynamix.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  NOVAnovawm.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealthoswealthos.cloudHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 83 contacts → |
“WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fundmentfundment.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 64 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Amicus Wealth LTDamicuswealthmanagement.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 46 contacts → |
“We’ve rebranded.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finurafinura.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 42 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 28 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Evotraevotra.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“We are on a mission to help make technology a success for wealth management businesses and their clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | PCB Partnerspcbpartners.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“PCB Partners is a mergers & acquisitions advisory firm rooted in entrepreneurial culture, serving only the digital first economy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Synapticsynaptic.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Tricio Investment Advisors LTDtricio-advisors.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 22 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Rimbalrimbal.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 19 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Multiplymultiply.ai HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Multiply is an award-winning WealthTech company based in the UK, founded in 2016.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Liberate Wealthliberatewealth.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Liberate Wealth is a financial planning and wealth management firm uniting tested, proven technology with decades of face-to-face client experience to provide a comprehensive…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Brightstonebrightstonesolutions.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Brightstone is founded on our first hand experience of asset management and a passion for making things better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  PM Alphapmalpha.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Welrexwelrex.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
“WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 174 company matches
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Hybrid advisory software companies: dataset insights
September 28, 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
174 records in the displayed employee bands.
0 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 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 174 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: September 28, 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 ↗
Questions about this company list
What does Exact match mean for hybrid advisory software companies?
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 advisory software companies did RevenueBase find based in London, United Kingdom?
The saved snapshot records 174 matching company records, 3,413 tracked contacts and 1,653 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: September 28, 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 advisory software companies by geography
- Hybrid advisory software companies based in Melbourne, Australia
- Hybrid advisory software companies based in Sydney, Australia
- Hybrid advisory software companies based in Sao Paulo, Brazil
- Hybrid advisory software companies based in Calgary, Canada
- Hybrid advisory software companies based in Montreal, Canada
- Hybrid advisory software companies based in Toronto, Canada
- Hybrid advisory software companies based in Vancouver, Canada
- Hybrid advisory software companies based in Paris, France
- Hybrid advisory software companies based in Ahmedabad, India
- Hybrid advisory software companies based in Bangalore, India
- Hybrid advisory software companies based in Mumbai, India
- Hybrid advisory software companies based in New Delhi, India
Cite this list
RevenueBase Data Team. Top 25 hybrid advisory software companies based in London, United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/hybrid-advisory-software-companies/united-kingdom/london.
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 advisory software companies based in Melbourne, Australia
- Hybrid advisory software companies based in Sydney, Australia
- Hybrid advisory software companies based in Sao Paulo, Brazil
- Hybrid advisory software companies based in Calgary, Canada
- Hybrid advisory software companies based in Montreal, Canada
- Hybrid advisory software companies based in Toronto, Canada
Company intelligence · public preview
Top 25 hybrid advisory software companies based in London, United Kingdom
RevenueBase records 174 matching company records for hybrid advisory software companies based in London, United Kingdom, with 3,413 tracked contacts and 1,653 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: September 28, 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 advisory software companies based in London, 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 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 589 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Quilter Financial Planningquilter.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 354 contacts → |
“Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kingswood Groupkingswood-group.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 232 contacts → |
“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Valuefyvaluefy.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | WH Irelandwhirelandplc.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wealth Dynamixwealth-dynamix.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 135 contacts → |
“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 28, 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 | 88 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealthoswealthos.cloud HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 83 contacts → |
“WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fundmentfundment.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 64 contacts → |
“We've built Fundment to propel financial advice businesses through technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Amicus Wealth LTDamicuswealthmanagement.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 46 contacts → |
“We’ve rebranded.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finurafinura.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 42 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 28 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Evotraevotra.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“We are on a mission to help make technology a success for wealth management businesses and their clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | PCB Partnerspcbpartners.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“PCB Partners is a mergers & acquisitions advisory firm rooted in entrepreneurial culture, serving only the digital first economy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Synapticsynaptic.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tricio Investment Advisors LTDtricio-advisors.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 22 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Rimbalrimbal.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 19 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Multiplymultiply.ai HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Multiply is an award-winning WealthTech company based in the UK, founded in 2016.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Liberate Wealthliberatewealth.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Liberate Wealth is a financial planning and wealth management firm uniting tested, proven technology with decades of face-to-face client experience to provide a comprehensive…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Brightstonebrightstonesolutions.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Brightstone is founded on our first hand experience of asset management and a passion for making things better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | PM Alphapmalpha.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Welrexwelrex.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
“WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 174 company matches
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Hybrid advisory software companies: dataset insights
September 28, 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
174 records in the displayed employee bands.
0 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 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 174 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: September 28, 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 ↗
Questions about this company list
What does Exact match mean for hybrid advisory software companies?
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 advisory software companies did RevenueBase find based in London, United Kingdom?
The saved snapshot records 174 matching company records, 3,413 tracked contacts and 1,653 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: September 28, 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.
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Cite this list
RevenueBase Data Team. Top 25 hybrid advisory software companies based in London, United Kingdom. Snapshot: September 28, 2026. https://revenuebase.ai/companies/hybrid-advisory-software-companies/united-kingdom/london.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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