Company lists · Data refreshed September 2026

Top 24 Investment advisory platforms based in the United Kingdom

RevenueBase identified 590 investment advisory platforms headquartered in the United Kingdom as of September 2026 and tracks 22,801 professional contacts across them, including 9,586 with verified work emails and 1,464 with mobile numbers. London is the largest hub.

This list covers investment advisory platforms headquartered in the 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
590Companies
22,801Contacts tracked
9,586Verified emails
1,464Mobile numbers
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The 24 largest investment advisory platforms based in the United Kingdom

Ranked by team size
Top 24 of 590 investment advisory platforms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
FNZIndirect evidence
London, United KingdomHQ checked Sep 4, 20265,001-10,0004,910

“FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.”

Source: company website · checked Sep 4, 2026
2
St. James S PlaceIndirect evidence
Cirencester, United KingdomHQ checked Sep 4, 20261,001-5,0004,121

“There’s advice that can change your day.”

Source: company website · checked Sep 4, 2026
3
Scottish WidowsIndirect evidence
Edinburgh, United KingdomHQ checked Sep 4, 20265,001-10,0001,713

“We understand the importance of relationships in everything you do.”

Source: company website · checked Sep 4, 2026
4
MoneyboxPartial evidence
London, United KingdomHQ checked Sep 4, 2026201-500443

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

Source: company website · checked Sep 4, 2026
5Liverpool Street, United KingdomHQ checked Sep 4, 2026501-1,000403

“Expert investment management and financial planning.”

Source: company website · checked Sep 4, 2026
6
7imPartial evidence
London, United KingdomHQ checked Sep 4, 2026201-500400

“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…”

Source: company website · checked Sep 4, 2026
7
TRADUPartial evidence
London, United KingdomHQ checked Sep 4, 2026201-500349

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

Source: company website · checked Sep 4, 2026
8Leeds, United KingdomHQ checked Sep 4, 2026201-500345

“2plan wealth management is the UK's largest independent advisory firm.”

Source: company website · checked Sep 4, 2026
9
Atomos WealthIndirect evidence
London, United KingdomHQ checked Sep 4, 2026201-500344

“We’re atomos and we’re here to make your dreams and financial ambitions a reality.”

Source: company website · checked Sep 4, 2026
10
Benchmark CapitalIndirect evidence
United KingdomHQ checked Sep 4, 2026201-500301

“We set the benchmark for financial planning advice, technology and solutions.”

Source: company website · checked Sep 4, 2026
11
WealthtimeStrong evidence
Bath, United KingdomHQ checked Sep 4, 202651-200252

“We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.”

Source: company website · checked Sep 4, 2026
12
Kingswood GroupIndirect evidence
London, United KingdomHQ checked Sep 4, 2026201-500236

“At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.”

Source: company website · checked Sep 4, 2026
13
ValuefyPartial evidence
London, United KingdomHQ checked Sep 4, 202651-200203

“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: company website · checked Sep 4, 2026
14
DarwinexIndirect evidence
London, United KingdomHQ checked Sep 4, 202651-200202

“At Darwinex, we provide an ecosystem where traders and investors can strive.”

Source: company website · checked Sep 4, 2026
15
SECCLStrong evidence
Bath, United KingdomHQ checked Sep 4, 202651-200200

“Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.”

Source: company website · checked Sep 4, 2026
16
WH IrelandPartial evidence
London, United KingdomHQ checked Sep 4, 202651-200197

“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.”

Source: company website · checked Sep 4, 2026
17
Origen Financial ServicesIndirect evidence
Farnborough, United KingdomHQ checked Sep 4, 202651-200167

“Origen Financial Services is one of the UK’s leading financial advisers.”

Source: company website · checked Sep 4, 2026
18
Multrees Investor ServicesIndirect evidence
Edinburgh, United KingdomHQ checked Sep 4, 202651-200153

“It’s more about you than us, but here’s a little about us.”

Source: company website · checked Sep 4, 2026
19
WealthifyIndirect evidence
Cardiff, United KingdomHQ checked Sep 4, 202611-50135

“Take the hard work out of managing your money with Wealthify.”

Source: company website · checked Sep 4, 2026
20
Focus Advice TechnologyIndirect evidence
Leamington Spa, United KingdomHQ checked Sep 4, 202651-200126

“At Focus, we specialise in advice technology that helps financial services firms deliver smarter, faster, and more engaging client experiences.”

Source: company website · checked Sep 4, 2026
21
LandytechIndirect evidence
London, United KingdomHQ checked Sep 4, 202651-200110

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

Source: company website · checked Sep 4, 2026
22
Wealth WizardsIndirect evidence
United KingdomHQ checked Sep 4, 202651-200105

“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.”

Source: company website · checked Sep 4, 2026
23
TimelineIndirect evidence
London, United KingdomHQ checked Sep 4, 202651-20086

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

Source: company website · checked Sep 4, 2026
24
NOVAIndirect evidence
London, United KingdomHQ checked Sep 4, 202651-20086

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

Source: company website · checked Sep 4, 2026

Showing 24 of 590 investment advisory platforms based in the United Kingdom

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Investment advisory platforms based in the United Kingdom at a glance

As of Sep 4, 2026
1-10Median size (employees)
LondonLargest hub · 246 HQs
1,464Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
332
11-50
178
51-200
42
201-500
17
501-1,000
6
1,001-5,000
4
5,001-10,000
3

Verified emails by last verification

0–30
0
31–60
863
61–90
5,025
90–180
3,641
180+
57

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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment advisory platforms, and records with no verified work email. Companies headquartered outside United Kingdom 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 an evidence 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, 9,586 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 4, 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.

Investment advisory platforms by metro

  • Investment advisory platforms in London246

Frequently asked

How many investment advisory platforms are there based in the United Kingdom?

RevenueBase identified 590 investment advisory platforms headquartered in the 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?

FNZ, headquartered in Bristol, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

London leads with 246 headquartered companies, followed by Bristol (13) and Edinburgh (12).

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 9,586 verified decision-maker contacts tracked across these 590 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 4, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.