Company lists · Data refreshed September 2026
Top 25 Multi-asset portfolio platforms based in the United Kingdom
RevenueBase identified 216 multi-asset portfolio platforms headquartered in the United Kingdom as of September 2026 and tracks 17,365 professional contacts across them, including 7,774 with verified work emails. London is the largest hub.
This list covers multi-asset portfolio platforms 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 29, 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.
The 25 largest multi-asset portfolio platforms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,802 contacts → | ||||
Indirect evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 3,655 contacts → | ||||
Indirect evidence “We’re visionary innovators who are delivering mission-critical trading and workflow automation software to financial institutions, corporations, central banks, and governments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 2,595 contacts → | ||||
Partial evidence “Hi, we’re eToro, The World’s Leading Social Investment Platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,124 contacts → | ||||
Partial evidence “FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 403 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 347 contacts → | ||||
Partial evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 249 contacts → | ||||
Partial evidence “LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 220 contacts → | ||||
Partial evidence “Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 215 contacts → | ||||
Indirect evidence “FINBOURNE is reshaping investment management for the modern data era.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 208 contacts → | ||||
Indirect evidence “We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 206 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 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 149 contacts → | ||||
Indirect evidence “Coremont provides complete support of the investment management lifecycle.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 114 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 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 88 contacts → | ||||
Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 86 contacts → | ||||
Indirect evidence “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 78 contacts → | ||||
Strong evidence “At Quilter Investors we specialise in the creation and management of multi-asset investment portfolios.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 70 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 70 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 64 contacts → | ||||
Indirect evidence “We've built Fundment to propel financial advice businesses through technology.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 64 contacts → | ||||
Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 55 contacts → | ||||
Indirect evidence “We’re out to disrupt financial planning technology.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 54 contacts → | ||||
Indirect evidence “Taskize is one of the most influential fintechs in the pre- and post-trade sector of financial services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 53 contacts → | ||||
Partial evidence “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 51 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 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 46 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: multi-asset portfolio platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names multi-asset portfolio platforms.
- Partial evidence
- Its own public description names part of multi-asset portfolio platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name multi-asset portfolio platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 216 multi-asset portfolio platforms based in the United Kingdom
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Multi-asset portfolio platforms based in the United Kingdom at a glance
As of Sep 29, 2026Companies by employee count
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 216 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 multi-asset portfolio platforms, 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 “multi-asset portfolio platforms”. 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 multi-asset portfolio platforms), 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 multi-asset portfolio platforms, 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, 7,774 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 29, 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.
Multi-asset portfolio platforms 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 multi-asset portfolio platforms, 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 multi-asset portfolio platforms are there based in the United Kingdom?
RevenueBase identified 216 multi-asset portfolio platforms 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?
FNZ, headquartered in London, tops this list with the largest team on record.
Which city has the most multi-asset portfolio platforms?
London leads with 155 headquartered companies, followed by Birmingham (4) 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 7,774 verified decision-maker contacts tracked across these 216 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 29, 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.
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