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, 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
144Companies
6,038Contacts tracked
1,970Verified emails
1,126Mobile numbers
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The 20 largest investment management software providers based in the United Kingdom

Ranked by team size
Top 20 of 144 investment management software providers 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 management software providers: 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
1Strong evidenceLondon, United KingdomHQ checked Sep 4, 2026201-500223 contacts →

Strong evidence

“FINBOURNE is reshaping investment management for the modern data era.”

Source: RevenueBase Database · checked Sep 4, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 4, 202651-200203 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 4, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 4, 202651-200110 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 4, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 4, 202651-20086 contacts →

Indirect evidence

“Timeline is the integrated ecosystem built for modern financial advisers.”

Source: RevenueBase Database · checked Sep 4, 2026
5Partial evidenceNewbury, United KingdomHQ checked Sep 4, 202651-20085 contacts →

Partial evidence

“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.”

Source: RevenueBase Database · checked Sep 4, 2026
6Strong evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 4, 202651-20076 contacts →

Strong evidence

“At Neptune North we specialise in providing software development and consulting services to businesses operating in the Financial Services and Alternative Investment markets.”

Source: RevenueBase Database · checked Sep 4, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 4, 202651-20072 contacts →

Indirect evidence

“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.”

Source: RevenueBase Database · checked Sep 4, 2026
8Indirect evidencePortsmouth, United KingdomHQ checked Sep 4, 202651-20069 contacts →

Indirect evidence

“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.”

Source: RevenueBase Database · checked Sep 4, 2026
9Indirect evidenceNorwich, United KingdomHQ checked Sep 4, 202611-5054 contacts →

Indirect evidence

“We’re out to disrupt financial planning technology.”

Source: RevenueBase Database · checked Sep 4, 2026
10Strong evidenceLondon, United KingdomHQ checked Sep 4, 202651-20052 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 4, 2026
11Strong evidenceLondon, United KingdomHQ checked Sep 4, 202651-20044 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 4, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 4, 2026501-1,00036 contacts →

Partial evidence

“Our core wealth management services include portfolio management, broking services and wealth planning.”

Source: RevenueBase Database · checked Sep 4, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 4, 202611-5035 contacts →

Partial evidence

“Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.”

Source: RevenueBase Database · checked Sep 4, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 4, 202611-5031 contacts →

Indirect evidence

“Edgefolio is connecting the hedge fund industry.”

Source: RevenueBase Database · checked Sep 4, 2026
15Partial evidenceLondon, United KingdomHQ checked Sep 4, 202611-5031 contacts →

Partial evidence

“Ionic Information Limited is a specialist in financial data software.”

Source: RevenueBase Database · checked Sep 4, 2026
16Partial evidenceSt Martin, United KingdomHQ checked Sep 4, 20261-1029 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 4, 2026
17Strong evidenceLondon, United KingdomHQ checked Sep 4, 202611-5028 contacts →

Strong evidence

“Huguenots creates powerful automated investment reporting for the fund management industry.”

Source: RevenueBase Database · checked Sep 4, 2026
18Strong evidenceLondon, United KingdomHQ checked Sep 4, 202611-5024 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 4, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 4, 202651-20024 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 4, 2026
20Partial evidenceBournemouth, United KingdomHQ checked Sep 4, 202611-5019 contacts →

Partial evidence

“Data integration hub & and superior client reporting solutions for UK wealth management companies.”

Source: RevenueBase Database · checked Sep 4, 2026

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, 2026
32.6%Verified-email coverage
18.6%Mobile-number coverage
41.9Average contacts per company
11-50Median size (employees)
59.0%Largest-city concentration · London
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
59
51-200
15
201-500
7
501-1,000
2
1,001-5,000
3
5,001-10,000
1
10001+
1

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 management software providers, 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 management software providers”. 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 management software providers), 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 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 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, 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

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 management software providers, 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 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 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.