Company lists · Data refreshed September 2026
Top 18 Investment firms based in the United Kingdom
RevenueBase identified 2,116 company matches for investment firms associated with 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 company matches for investment firms associated with the 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 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.
The 18 largest investment firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,121 contacts → | ||||
Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 2 | 2,135 contacts → | ||||
Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 3 | 1,937 contacts → | ||||
Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 4 | 944 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 5 | 870 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 6 | 729 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 7 | 593 contacts → | ||||
Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 8 | 592 contacts → | ||||
Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 9 | 559 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 10 | 488 contacts → | ||||
Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 11 | 456 contacts → | ||||
Exact match “Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 12 | 430 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 13 | 403 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 14 | 400 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 15 | 344 contacts → | ||||
Exact match “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 16 | 312 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 17 | 309 contacts → | ||||
Exact match “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 18 | 280 contacts → | ||||
Exact match “Saltus is an independently owned financial planning and investment management company.” Recorded in the RevenueBase company graph · Sep 4, 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 “investment firms”. 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 18 of 2,116 investment firms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 30,414 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment firms based in the United Kingdom at a glance
As of Sep 4, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 the United Kingdom whose business descriptions match “investment firms” 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 30,414 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 4, 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.
Investment firms by metro
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 “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment firms are there based in the United Kingdom?
RevenueBase identified 2,116 company matches for investment firms associated with the 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?
St. James S Place tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment firms?
London leads with 970 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 30,414 professional contacts with verified work emails tracked across these 2,116 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 4, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,116 investment firms based in the United Kingdom. Start with a free account, no credit card.
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Investment firms by geography
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- Investment firms based in Switzerland
- Investment firms based in South Africa
- Investment firms based in Spain
- Investment firms based in the Netherlands
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Browse the directory
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
Company intelligence · public preview
Top 18 investment firms based in the 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 2,116 matching company records for investment firms based in the United Kingdom, with 69,436 tracked contacts and 30,414 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 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 18 investment firms based in the 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 |  St. James S Placesjp.co.ukHQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,121 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Evelyn Partnersevelyn.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,135 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RBC Brewin Dolphinbrewin.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,937 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Jupiter Asset Managementjupiteram.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 944 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Charles Stanleycharles-stanley.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 870 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Schroders Personal Wealthlloydswealth.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 729 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Chase DE Verechasedevere.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 593 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fairstone Group LTDfairstonegroup.co.ukHQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 592 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pantheonpantheon.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 559 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ascot Lloydascotlloyd.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 488 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Federated Hermes Limitedhermes-investment.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 456 contacts → |
“Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  SUN Life Financial Of Canada UKsloc.co.ukHQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 430 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 403 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 400 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Atomos Wealthatomos.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 344 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Killik & COkillik.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 312 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  JM Finnjmfinn.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 309 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Saltussaltus.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 280 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 2,116 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Investment firms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
2,063 records in the displayed employee bands.
53 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 4, 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 ↗
Investment firms by metro
Questions about this company list
What does Exact match mean for investment firms?
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 investment firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 2,116 matching company records, 69,436 tracked contacts and 30,414 verified emails. The public preview displays 18 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 4, 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
Investment firms by geography
- Investment firms based in the United States
- Investment firms based in Canada
- Investment firms based in France
- Investment firms based in Brazil
- Investment firms based in Australia
- Investment firms based in Germany
- Investment firms based in Switzerland
- Investment firms based in South Africa
- Investment firms based in Spain
- Investment firms based in the Netherlands
- Investment firms based in Mexico
- Investment firms based in Italy
Browse the directory
Cite this list
RevenueBase Data Team. Top 18 investment firms based in the United Kingdom. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 18 investment firms based in the United Kingdom
RevenueBase records 2,116 matching company records for investment firms based in the United Kingdom, with 69,436 tracked contacts and 30,414 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 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 18 investment firms based in the 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 | St. James S Placesjp.co.uk HQ: Cirencester, United KingdomReported employees: 1,001-5,000 | Cirencester, United Kingdom | 1,001-5,000 | Exact match | 4,121 contacts → |
“There’s advice that can change your day.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Evelyn Partnersevelyn.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,135 contacts → |
“Meet the people behind your future.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RBC Brewin Dolphinbrewin.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,937 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Jupiter Asset Managementjupiteram.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 944 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Charles Stanleycharles-stanley.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 870 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Schroders Personal Wealthlloydswealth.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 729 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Chase DE Verechasedevere.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 593 contacts → |
“At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fairstone Group LTDfairstonegroup.co.uk HQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 592 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pantheonpantheon.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 559 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ascot Lloydascotlloyd.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 488 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Federated Hermes Limitedhermes-investment.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 456 contacts → |
“Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SUN Life Financial Of Canada UKsloc.co.uk HQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 430 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 403 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 400 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Atomos Wealthatomos.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 344 contacts → |
“We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Killik & COkillik.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 312 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | JM Finnjmfinn.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 309 contacts → |
“By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Saltussaltus.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 280 contacts → |
“Saltus is an independently owned financial planning and investment management company.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 2,116 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Investment firms: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
2,063 records in the displayed employee bands.
53 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 4, 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 ↗
Investment firms by metro
Questions about this company list
What does Exact match mean for investment firms?
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 investment firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 2,116 matching company records, 69,436 tracked contacts and 30,414 verified emails. The public preview displays 18 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 4, 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 18 investment firms based in the United Kingdom. Snapshot: September 4, 2026. https://revenuebase.ai/companies/investment-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗