Company lists · Data refreshed September 2026

Top 18 Investment firms based in the United Kingdom

RevenueBase identified 2,116 investment firms headquartered in the United Kingdom as of September 2026 and tracks 69,436 professional contacts across them, including 30,414 with verified work emails and 12,913 with mobile numbers. London is the largest hub.

This list covers investment firms 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, its RevenueBase Smart Search rating, 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 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 4, 2026 86% judged on-target in blind review
2,116Companies
69,436Contacts tracked
30,414Verified emails
12,913Mobile numbers
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The 18 largest investment firms based in the United Kingdom

Ranked by team size
Top 18 of 2,116 investment firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: 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
1Indirect evidenceCirencester, United KingdomHQ checked Sep 4, 20261,001-5,0004,121 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
2Indirect evidenceLondon, United KingdomHQ checked Sep 4, 20261,001-5,0002,135 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 4, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 4, 20261,001-5,0001,937 contacts →

Indirect evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 4, 2026
4Strong evidenceLondon, United KingdomHQ checked Sep 4, 2026501-1,000944 contacts →

Strong evidence

“Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high…”

Source: RevenueBase Database · checked Sep 4, 2026
5Strong evidenceLondon, United KingdomHQ checked Sep 4, 2026501-1,000870 contacts →

Strong evidence

“Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice…”

Source: RevenueBase Database · checked Sep 4, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 4, 2026501-1,000729 contacts →

Indirect evidence

“We are now Lloyds Wealth.”

Source: RevenueBase Database · checked Sep 4, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 4, 2026201-500593 contacts →

Indirect evidence

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: RevenueBase Database · checked Sep 4, 2026
8Indirect evidenceSunderland, United KingdomHQ checked Sep 4, 20261,001-5,000592 contacts →

Indirect evidence

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Source: RevenueBase Database · checked Sep 4, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 4, 2026201-500559 contacts →

Indirect evidence

“Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of…”

Source: RevenueBase Database · checked Sep 4, 2026
10Indirect evidenceBirmingham, United KingdomHQ checked Sep 4, 2026501-1,000488 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 4, 2026
11Indirect evidenceLondon, United KingdomHQ checked Sep 4, 2026501-1,000456 contacts →

Indirect evidence

“Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth.”

Source: RevenueBase Database · checked Sep 4, 2026
12Indirect evidenceBasingstoke, United KingdomHQ checked Sep 4, 202651-200430 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 4, 2026
13Strong evidenceLiverpool Street, United KingdomHQ checked Sep 4, 2026501-1,000403 contacts →

Strong evidence

“Expert investment management and financial planning.”

Source: RevenueBase Database · checked Sep 4, 2026
14Strong evidenceLondon, United KingdomHQ checked Sep 4, 2026201-500400 contacts →

Strong 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 4, 2026
15Indirect evidenceLondon, United KingdomHQ checked Sep 4, 2026201-500344 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 4, 2026201-500312 contacts →

Indirect evidence

“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.”

Source: RevenueBase Database · checked Sep 4, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 4, 2026201-500309 contacts →

Indirect evidence

“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.”

Source: RevenueBase Database · checked Sep 4, 2026
18Strong evidenceLondon, United KingdomHQ checked Sep 4, 2026501-1,000280 contacts →

Strong evidence

“Saltus is an independently owned financial planning and investment management company.”

Source: RevenueBase Database · checked Sep 4, 2026

Showing 18 of 2,116 investment firms based in the United Kingdom

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Investment firms based in the United Kingdom at a glance

As of Sep 4, 2026
43.8%Verified-email coverage
18.6%Mobile-number coverage
32.8Average contacts per company
1-10Median size (employees)
45.8%Largest-city concentration · London
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
1,262
11-50
579
51-200
124
201-500
50
501-1,000
21
1,001-5,000
13
5,001-10,000
9
10001+
5

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 firms, 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 the United Kingdom whose own description of what they do matches “investment firms”. 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 firms), 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 firms, 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 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, 30,414 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.

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 firms, 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 firms are there based in the United Kingdom?

RevenueBase identified 2,116 investment firms 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?

St. James S Place, headquartered in Cambridge, tops this list with the largest team on record.

Which city has the most investment firms?

London leads with 970 headquartered companies, followed by Manchester (34) and Edinburgh (30).

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 30,414 verified decision-maker contacts tracked across these 2,116 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 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.