Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in London, United Kingdom

Name: Investment advisory platforms based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 241 companies tracked

RevenueBase identified 241 investment advisory platforms headquartered in London, United Kingdom as of September 2026 and tracks 11,207 professional contacts across them, including 5,634 with verified work emails and 582 with mobile numbers. London is the largest hub.

This list covers investment advisory 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 12, 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 12, 2026 86% judged on-target in blind review

241Companies

11,207Contacts tracked

5,634Verified emails

582Mobile numbers

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The 25 largest investment advisory platforms based in London, United Kingdom

Ranked by team size

Top 25 of 241 investment advisory platforms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	FNZ	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	5,001-10,000	4,802 contacts →
	Indirect evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 12, 2026
2	CMC Markets	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	501-1,000	1,107 contacts →
	Indirect evidence “Founded in 1989 to make financial markets truly accessible, CMC Markets has evolved into a global leader in online trading, while staying true to its original ethos.” Source: RevenueBase Database · checked Sep 12, 2026
3	Moneybox	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	443 contacts →
	Partial evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 12, 2026
4	7im	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	403 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 12, 2026
5	TRADU	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	347 contacts →
	Partial evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 12, 2026
6	Atomos Wealth	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	346 contacts →
	Indirect evidence “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Source: RevenueBase Database · checked Sep 12, 2026
7	Kingswood Group	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	232 contacts →
	Indirect evidence “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Source: RevenueBase Database · checked Sep 12, 2026
8	Freetrade	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	232 contacts →
	Indirect evidence “Freetrade is on a mission to become the default place to invest.” Source: RevenueBase Database · checked Sep 12, 2026
9	Moneyfarm	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	208 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 12, 2026
10	Valuefy	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	206 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 12, 2026
11	WH Ireland	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	198 contacts →
	Partial evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 12, 2026
12	Wealth Dynamix	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	156 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 12, 2026
13	Landytech	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	114 contacts →
	Indirect evidence “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Source: RevenueBase Database · checked Sep 12, 2026
14	Unbiased	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	97 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 12, 2026
15	Timeline	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	88 contacts →
	Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 12, 2026
16	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 12, 2026
17	Wealthos	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	83 contacts →
	Partial evidence “WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.” Source: RevenueBase Database · checked Sep 12, 2026
18	Fundment	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	64 contacts →
	Indirect evidence “We've built Fundment to propel financial advice businesses through technology.” Source: RevenueBase Database · checked Sep 12, 2026
19	ODIN	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	11-50	55 contacts →
	Partial evidence “Odin lets anyone, anywhere launch and run a private investment firm online - think Shopify for Venture Capital and Private Equity.” Source: RevenueBase Database · checked Sep 12, 2026
20	Arabesque	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	53 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 12, 2026
21	Amicus Wealth LTD	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	201-500	46 contacts →
	Indirect evidence “We’ve rebranded.” Source: RevenueBase Database · checked Sep 12, 2026
22	ITI Capital	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	51-200	39 contacts →
	Indirect evidence “Authorised and regulated by the Financial Conduct Authority, ITI Capital is an emerging markets-focussed brokerage firm that services a diverse set of clients.” Source: RevenueBase Database · checked Sep 12, 2026
23	Wealthkernel	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	11-50	37 contacts →
	Partial evidence “Launch and scale digital investment products with our flexible, all-in-one API.” Source: RevenueBase Database · checked Sep 12, 2026
24	Instinct	Partial evidence	London, United KingdomHQ checked Sep 12, 2026	11-50	35 contacts →
	Partial evidence “Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Source: RevenueBase Database · checked Sep 12, 2026
25	Velexa	Indirect evidence	London, United KingdomHQ checked Sep 12, 2026	11-50	34 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 12, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 241 investment advisory platforms based in London, United Kingdom

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Investment advisory platforms based in London, United Kingdom at a glance

As of Sep 12, 2026

50.3%Verified-email coverage

5.2%Mobile-number coverage

46.5Average contacts per company

1-10Median size (employees)

102.1%Largest-city concentration · London

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

126

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

4,6910–30

85931–60

2961–90

990–180

46180+

Company record updated

Median 64.0d

00–30

4,73031–60

4,62061–90

1,11890–180

739180+

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 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 “investment advisory 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 investment advisory 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 investment advisory 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, 5,634 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 12, 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 in the United Kingdom

Investment advisory platforms in London246

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 investment advisory 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 investment advisory platforms are there based in London, United Kingdom?

RevenueBase identified 241 investment advisory 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?

FNZ, headquartered in London, 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 5,634 verified decision-maker contacts tracked across these 241 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 12, 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.