Company lists · Data refreshed September 2026
Top 20 Investment management software providers based in the United Kingdom
RevenueBase identified 144 investment management software providers headquartered in the United Kingdom as of September 2026 and tracks 6,038 professional contacts across them, including 1,970 with verified work emails and 1,126 with mobile numbers. London is the largest hub.
This list covers investment management software providers 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.
The 20 largest investment management software providers based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 223 | ||||
“FINBOURNE is reshaping investment management for the modern data era.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | ValuefyPartial evidence | 203 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 110 | ||||
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | 86 | ||||
“Timeline is the integrated ecosystem built for modern financial advisers.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | 85 | ||||
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Neptune NorthStrong evidence | 76 | |||
“At Neptune North we specialise in providing software development and consulting services to businesses operating in the Financial Services and Alternative Investment markets.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 72 | ||||
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | 69 | ||||
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | Curo By Time4adviceIndirect evidence | 54 | |||
“We’re out to disrupt financial planning technology.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 52 | ||||
“Investment Software offers IMiX, a front to middle office platform with a multi-client, multi-entity tier system, which combines a range of dynamic tools and services designed to…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Bite InvestmentsStrong evidence | 44 | |||
“Bite Investments is a global financial technology company, providing software-as-a-service (SaaS) to digitalise alternatives investments in a seamless end-to-end investment…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | 36 | ||||
“Our core wealth management services include portfolio management, broking services and wealth planning.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | 35 | ||||
“Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 31 | ||||
“Edgefolio is connecting the hedge fund industry.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | 31 | ||||
“Ionic Information Limited is a specialist in financial data software.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | JCSPartial evidence | 29 | |||
“JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 28 | ||||
“Huguenots creates powerful automated investment reporting for the fund management industry.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | 24 | ||||
“Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | SynapticPartial evidence | 24 | |||
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 20 | Sprint Enterprise TechnologyPartial evidence | 19 | |||
“Data integration hub & and superior client reporting solutions for UK wealth management companies.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 20 of 144 investment management software providers based in the United Kingdom
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Investment management software providers based in the United Kingdom at a glance
As of Sep 4, 2026Companies by employee count
Verified emails by last verification
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 management software providers, 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 management software providers”. 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 management software providers, 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, 1,970 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 management software providers by metro
- Investment management software providers in London85
Frequently asked
How many investment management software providers are there based in the United Kingdom?
RevenueBase identified 144 investment management software providers 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?
Finbourne Technology, headquartered in London, tops this list with the largest team on record.
Which city has the most investment management software providers?
London leads with 85 headquartered companies, followed by Bristol (3) and Edinburgh (3).
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 1,970 verified decision-maker contacts tracked across these 144 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.
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