Company lists · Data refreshed September 2026

Top 25 Mobile wealth management companies based in the United Kingdom

Name: Mobile wealth management companies based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 107 companies tracked

RevenueBase identified 107 company matches for mobile wealth management companies associated with the United Kingdom as of September 2026 and tracks 8,625 professional contacts across them, including 4,580 with verified work emails. London is the largest hub.

This list covers company matches for mobile wealth management companies 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 17, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

107Companies

8,625Contacts tracked

4,580Verified emails

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The 25 largest mobile wealth management companies based in the United Kingdom

Ranked by team size

Top 25 of 107 company matches for mobile wealth management companies based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	FNZ	Exact match	London, United KingdomHQ recorded Sep 17, 2026	5,001-10,000	4,802 contacts →
	Exact match “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Schroders Personal Wealth	Exact match	London, United KingdomHQ recorded Sep 17, 2026	501-1,000	721 contacts →
	Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Moneybox	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	443 contacts →
	Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Atomos Wealth	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	346 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 17, 2026 · View company records in RevenueBase
5	Chip Your Wealth APP	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	219 contacts →
	Exact match “Chip is your wealth app.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Moneyfarm	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	208 contacts →
	Exact match “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Valuefy	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	206 contacts →
	Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Wealth Dynamix	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	156 contacts →
	Exact match “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Wealthify	Exact match	Cardiff, United KingdomHQ recorded Sep 17, 2026	11-50	137 contacts →
	Exact match “Take the hard work out of managing your money with Wealthify.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Monument	Exact match	London, United KingdomHQ recorded Sep 17, 2026	51-200	120 contacts →
	Exact match “At Monument, we’re changing banking for the mass affluent with a new approach- exceptional client service, straightforward savings, innovative wealth-tracking tools and curated…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	EV	Exact match	Newbury Business Park, United KingdomHQ recorded Sep 17, 2026	51-200	86 contacts →
	Exact match “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Novia Global	Exact match	Bath, United KingdomHQ recorded Sep 17, 2026	51-200	78 contacts →
	Exact match “Novia Global is an international online wealth management platform.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Arabesque	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	53 contacts →
	Exact match “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Wealthkernel	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	37 contacts →
	Exact match “Launch and scale digital investment products with our flexible, all-in-one API.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	PRYME	Exact match	Newport, United KingdomHQ recorded Sep 17, 2026	11-50	37 contacts →
	Exact match “Pryme App is a mobile only banking platform delivering seamless, cost effective and customer focused financial products that meet the everyday needs of every gen z” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Canaccord Genuity Wealth Management Uk, Channel Islands And Isle Of MAN	Exact match	London, United KingdomHQ recorded Sep 17, 2026	501-1,000	34 contacts →
	Exact match “Our core wealth management services include portfolio management, broking services and wealth planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Compass Wealth Management Consultants LTD	Exact match	Waterlooville, United KingdomHQ recorded Sep 17, 2026	51-200	33 contacts →
	Exact match “Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers From a modest beginning in 2001 Compass has become one of the most…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	EMMA	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	31 contacts →
	Exact match “Take control of your money.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Oval Money	Exact match	London, United KingdomHQ recorded Sep 17, 2026	201-500	23 contacts →
	Exact match “Oval Money is a fintech company with one soul and two brands - Oval and OvalX, each reflecting a product.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Vennre	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “Vennre is a digital wealth management platform for exclusive private market investments, specializing in carefully curated opportunities from leading global managers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Fintegrate	Exact match	Chorley, United KingdomHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Zomi Wealth	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Zomi Wealth Management offers comprehensive financial services, including general investments, savings, pensions, insurance, and property management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Wealthobjects	Exact match	London, United KingdomHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “WealthObjects is a B2B Financial Technology company.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Welrex	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1-10	12 contacts →
	Exact match “WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	WEALT	Exact match	London, United KingdomHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Wealt is the ultimate digital wealth management platform and alternatives marketplace, empowering affluent investors to manage all their bankable and non-bankable assets in one…” Recorded in the RevenueBase company graph · Sep 17, 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 “mobile wealth management companies”. 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 25 of 107 mobile wealth management companies based in the United Kingdom

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Mobile wealth management companies based in the United Kingdom at a glance

As of Sep 17, 2026

53.1%Verified-email coverage

80.6Average contacts per company

11-50Median size (employees)

62.6%Largest-city concentration · London

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 107 companies.

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 “mobile wealth management companies” 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 4,580 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 17, 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.

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 “mobile wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many mobile wealth management companies are there based in the United Kingdom?

RevenueBase identified 107 company matches for mobile wealth management companies 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?

FNZ tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most mobile wealth management companies?

London leads with 67 company records, followed by Bristol (3) and Glasgow (3).

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 4,580 professional contacts with verified work emails tracked across these 107 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 17, 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.