Company lists · Data refreshed September 2026
Top 25 Multi-family office software companies based in the United Kingdom
RevenueBase identified 184 company matches for multi-family office software companies associated with the United Kingdom as of September 2026 and tracks 2,215 professional contacts across them, including 1,196 with verified work emails. London is the largest hub.
This list covers company matches for multi-family office software 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 29, 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 25 largest multi-family office software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026 · View company records in RevenueBase | |||||
| 2 | 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 29, 2026 · View company records in RevenueBase | |||||
| 3 | 155 contacts → | ||||
Exact match “It’s more about you than us, but here’s a little about us.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 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 29, 2026 · View company records in RevenueBase | |||||
| 5 | 80 contacts → | ||||
Exact match “SRL Global is a leading Family Office partner, empowering its clients with capabilities that improve valuation reconciliation, risk management, corporate governance, investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 70 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 68 contacts → | ||||
Exact match “Heritage is the modern investment office.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 62 contacts → | ||||
Exact match “We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 55 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 53 contacts → | ||||
Exact match “Saranac Partners is a private office for investments and more.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 51 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 46 contacts → | ||||
Exact match “Capital Generation Partners (CapGen) is a private investment office that delivers investment portfolios to families, trusts and endowments.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 37 contacts → | ||||
Exact match “Established Provider of Hedge Fund Portfolio Management Software.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 36 contacts → | ||||
Exact match “Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “Signet Capital is an independent Family Office services and investment house, offering a comprehensive approach to managing wealth and providing advice based on the individual…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 30 contacts → | ||||
Exact match “We are a London based Multi Family Office that provides bespoke, independent and solution-focused financial services to UK and International UHNW individuals and families.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 29 contacts → | ||||
Exact match “Lincoln Private Investment Office was founded with one aim: to make wealth management work for our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 29 contacts → | ||||
Exact match “JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 28 contacts → | ||||
Exact match “Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 27 contacts → | ||||
Exact match “Hottinger, an Edmond de Rothschild company, is an international wealth management and multi-family office based in London.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 23 contacts → | ||||
Exact match “We help family offices make smart and timely business decisions through efficient use of data and innovative technology” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “Founded in 2001, Pragma is a London based, Family Office established to formalise and structure investment activities that began in 1994.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 19 contacts → | ||||
Exact match “We are a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “TY Danjuma Family Office Ltd.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “We are a Multi Family Office offering Wealth and Investment Management besides associated services” Recorded in the RevenueBase company graph · Sep 29, 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 “multi-family office software 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 184 multi-family office software companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 1,196 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Multi-family office software companies 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 184 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 “multi-family office software 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 1,196 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 29, 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.
Multi-family office software companies by metro
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 “multi-family office software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many multi-family office software companies are there based in the United Kingdom?
RevenueBase identified 184 company matches for multi-family office software 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?
Valuefy tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most multi-family office software companies?
London leads with 129 company records, followed by Manchester (3) and Bristol (2).
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 1,196 professional contacts with verified work emails tracked across these 184 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 184 multi-family office software companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Multi-family office software companies by geography
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore
- Multi-family office software companies based in Geneva, Switzerland
- Multi-family office software companies based in Zurich, Switzerland
- Multi-family office software companies based in Dubai, United Arab Emirates
- Multi-family office software companies based in London, United Kingdom
- Multi-family office software companies based in Chicago, United States
- Multi-family office software companies based in Dallas, United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore
Company intelligence · public preview
Top 25 multi-family office software companies based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 184 matching company records for multi-family office software companies based in the United Kingdom, with 2,215 tracked contacts and 1,196 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 multi-family office software companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Valuefyvaluefy.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wealth Dynamixwealth-dynamix.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Multrees Investor Servicesmultrees.comHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 155 contacts → |
“It’s more about you than us, but here’s a little about us.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  EVev.ukHQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 86 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  SRL Globalsrlglobal.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 80 contacts → |
“SRL Global is a leading Family Office partner, empowering its clients with capabilities that improve valuation reconciliation, risk management, corporate governance, investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Heritage Holdingsheritageholdings.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 68 contacts → |
“Heritage is the modern investment office.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Artoriusartorius.comHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 62 contacts → |
“We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Curo By Time4advicetime4advice.co.ukHQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Saranac Partnerssaranacpartners.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 53 contacts → |
“Saranac Partners is a private office for investments and more.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Investment Software Groupinvestmentsoftwareltd.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 51 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Capital Generation Partnerscapgenpartners.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 46 contacts → |
“Capital Generation Partners (CapGen) is a private investment office that delivers investment portfolios to families, trusts and endowments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Arbor Financial Systemsarborfs.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 37 contacts → |
“Established Provider of Hedge Fund Portfolio Management Software.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fiscal Engineers LTDfiscalengineers.comHQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 36 contacts → |
“Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Signetsignetglobal.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 32 contacts → |
“Signet Capital is an independent Family Office services and investment house, offering a comprehensive approach to managing wealth and providing advice based on the individual…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Oakcean Capitaloakceancapital.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 30 contacts → |
“We are a London based Multi Family Office that provides bespoke, independent and solution-focused financial services to UK and International UHNW individuals and families.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lincoln Private Investment Officelpio.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Lincoln Private Investment Office was founded with one aim: to make wealth management work for our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JCStalkjcs.com HQ: St Martin, United KingdomReported employees: 1-10 | St Martin, United Kingdom | 1-10 | Exact match | 29 contacts → |
“JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Huguenot Services Limitedhuguenots.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hottinger Grouphottinger.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Hottinger, an Edmond de Rothschild company, is an international wealth management and multi-family office based in London.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  1fs Wealth1fs.coHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“We help family offices make smart and timely business decisions through efficient use of data and innovative technology” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pragma Wealth Management LTDpragmawm.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Founded in 2001, Pragma is a London based, Family Office established to formalise and structure investment activities that began in 1994.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LCM Family LTDlcmfamily.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 19 contacts → |
“We are a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  TY Danjuma Family Officetyd-fo.co.ukHQ: Esher, United KingdomReported employees: 11-50 | Esher, United Kingdom | 11-50 | Exact match | 19 contacts → |
“TY Danjuma Family Office Ltd.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Wealthfusionwealthfusion.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 18 contacts → |
“We are a Multi Family Office offering Wealth and Investment Management besides associated services” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 184 company matches
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Multi-family office software companies: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
184 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 184 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Multi-family office software companies by metro
Questions about this company list
What does Exact match mean for multi-family office software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many multi-family office software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 184 matching company records, 2,215 tracked contacts and 1,196 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Multi-family office software companies by geography
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore
- Multi-family office software companies based in Geneva, Switzerland
- Multi-family office software companies based in Zurich, Switzerland
- Multi-family office software companies based in Dubai, United Arab Emirates
- Multi-family office software companies based in London, United Kingdom
- Multi-family office software companies based in Chicago, United States
- Multi-family office software companies based in Dallas, United States
Cite this list
RevenueBase Data Team. Top 25 multi-family office software companies based in the United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/multi-family-office-software-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore
Company intelligence · public preview
Top 25 multi-family office software companies based in the United Kingdom
RevenueBase records 184 matching company records for multi-family office software companies based in the United Kingdom, with 2,215 tracked contacts and 1,196 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 multi-family office software companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Valuefyvaluefy.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wealth Dynamixwealth-dynamix.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Multrees Investor Servicesmultrees.com HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 155 contacts → |
“It’s more about you than us, but here’s a little about us.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | EVev.uk HQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 86 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SRL Globalsrlglobal.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 80 contacts → |
“SRL Global is a leading Family Office partner, empowering its clients with capabilities that improve valuation reconciliation, risk management, corporate governance, investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Heritage Holdingsheritageholdings.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 68 contacts → |
“Heritage is the modern investment office.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Artoriusartorius.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 62 contacts → |
“We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Curo By Time4advicetime4advice.co.uk HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Saranac Partnerssaranacpartners.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 53 contacts → |
“Saranac Partners is a private office for investments and more.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Investment Software Groupinvestmentsoftwareltd.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 51 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Capital Generation Partnerscapgenpartners.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 46 contacts → |
“Capital Generation Partners (CapGen) is a private investment office that delivers investment portfolios to families, trusts and endowments.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Arbor Financial Systemsarborfs.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 37 contacts → |
“Established Provider of Hedge Fund Portfolio Management Software.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fiscal Engineers LTDfiscalengineers.com HQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 36 contacts → |
“Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Signetsignetglobal.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 32 contacts → |
“Signet Capital is an independent Family Office services and investment house, offering a comprehensive approach to managing wealth and providing advice based on the individual…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Oakcean Capitaloakceancapital.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 30 contacts → |
“We are a London based Multi Family Office that provides bespoke, independent and solution-focused financial services to UK and International UHNW individuals and families.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lincoln Private Investment Officelpio.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Lincoln Private Investment Office was founded with one aim: to make wealth management work for our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | JCStalkjcs.com HQ: St Martin, United KingdomReported employees: 1-10 | St Martin, United Kingdom | 1-10 | Exact match | 29 contacts → |
“JCS is a market leader in providing state-of-the-art front and back office software solutions to Financial Advisers in the United Kingdom.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Huguenot Services Limitedhuguenots.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hottinger Grouphottinger.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Hottinger, an Edmond de Rothschild company, is an international wealth management and multi-family office based in London.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 1fs Wealth1fs.co HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“We help family offices make smart and timely business decisions through efficient use of data and innovative technology” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pragma Wealth Management LTDpragmawm.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Founded in 2001, Pragma is a London based, Family Office established to formalise and structure investment activities that began in 1994.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LCM Family LTDlcmfamily.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 19 contacts → |
“We are a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | TY Danjuma Family Officetyd-fo.co.uk HQ: Esher, United KingdomReported employees: 11-50 | Esher, United Kingdom | 11-50 | Exact match | 19 contacts → |
“TY Danjuma Family Office Ltd.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Wealthfusionwealthfusion.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 18 contacts → |
“We are a Multi Family Office offering Wealth and Investment Management besides associated services” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 184 company matches
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Multi-family office software companies: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
184 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 184 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Multi-family office software companies by metro
Questions about this company list
What does Exact match mean for multi-family office software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many multi-family office software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 184 matching company records, 2,215 tracked contacts and 1,196 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Multi-family office software companies by geography
- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore
- Multi-family office software companies based in Geneva, Switzerland
- Multi-family office software companies based in Zurich, Switzerland
- Multi-family office software companies based in Dubai, United Arab Emirates
- Multi-family office software companies based in London, United Kingdom
- Multi-family office software companies based in Chicago, United States
- Multi-family office software companies based in Dallas, United States
Cite this list
RevenueBase Data Team. Top 25 multi-family office software companies based in the United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/multi-family-office-software-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Multi-family office software companies based in Sao Paulo, Brazil
- Multi-family office software companies based in Toronto, Canada
- Multi-family office software companies based in Paris, France
- Multi-family office software companies based in Hong Kong, Hong Kong
- Multi-family office software companies based in Mumbai, India
- Multi-family office software companies based in Singapore, Singapore