Company lists · Data refreshed September 2026
Top 9 Investment firms based in Birmingham, United Kingdom
RevenueBase identified 28 investment firms headquartered in Birmingham, United Kingdom as of September 2026 and tracks 712 professional contacts across them, including 66 with verified work emails. London is the largest hub.
This list covers investment firms headquartered in Birmingham, 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.
The 9 largest investment firms based in Birmingham, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 33 | ||||
“Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 15 | ||||
“Centrally managed in Birmingham, BIG is a fast paced and forward-thinking investment group with a vast and diverse portfolio.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | Succession Advisory Services LTDStrong evidence | 14 | |||
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Equitrade Capital LimitedStrong evidence | 11 | |||
“Equitrade Capital provide tailored financial services to retail and professional clients wishing to trade in a wide range of investment products including CFDs, FX, Shares, Spread…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | Margetts Wealth Management LimitedIndirect evidence | 6 | |||
“Margetts Wealth Management is a financial services company based on the edge of the Jewellery Quarter in Birmingham” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 | ||||
“Wealth Management that puts you first!” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 3 | ||||
“Bracebridge Corporate Finance advises business owners, management teams, private equity groups and corporates on company sales and acquisitions.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | Keystone Partners CFStrong evidence | 2 | |||
“Keystone Partners is a niche corporate finance and investment firm, based in Birmingham (UK).” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | RMS Wealth ManagementIndirect evidence | 1 | |||
“RMS Wealth Management provides high quality, bespoke, lifestyle financial planning and wealth management services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 9 of 28 investment firms based in Birmingham, United Kingdom
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Investment firms based in Birmingham, United Kingdom at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 28 companies.
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 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 Birmingham, 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.
- 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 Birmingham 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, 66 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 firms by metro in the United Kingdom
- Investment firms in London970
- Investment firms in Manchester34
- Investment firms in Edinburgh30
- Investment firms in Bristol29
- Investment firms in Birmingham28
Frequently asked
How many investment firms are there based in Birmingham, United Kingdom?
RevenueBase identified 28 investment firms headquartered in Birmingham, 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?
Heligan Group, headquartered in Birmingham, 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 66 verified decision-maker contacts tracked across these 28 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.