Company lists · Data refreshed October 2026
Top 25 Nonprofit wealth management companies based in the United Kingdom
RevenueBase identified 523 company matches for nonprofit wealth management companies associated with the United Kingdom as of October 2026 and tracks 17,917 professional contacts across them, including 6,681 with verified work emails. London is the largest hub.
This list covers company matches for nonprofit 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 October 18, 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 nonprofit wealth management companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,776 contacts → | ||||
Exact match “Barclays provides wealth management expertise to our clients in the UK.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 2 | 2,546 contacts → | ||||
Exact match “Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 3 | 2,027 contacts → | ||||
Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 4 | 692 contacts → | ||||
Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 5 | 637 contacts → | ||||
Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 6 | 586 contacts → | ||||
Exact match “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 7 | 553 contacts → | ||||
Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 8 | 517 contacts → | ||||
Exact match “From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 9 | 434 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 10 | 389 contacts → | ||||
Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 11 | 330 contacts → | ||||
Exact match “Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 12 | 198 contacts → | ||||
Exact match “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 13 | 195 contacts → | ||||
Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 14 | 183 contacts → | ||||
Exact match “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 15 | 152 contacts → | ||||
Exact match “Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 16 | 101 contacts → | ||||
Exact match “At Honey, we're all about taking care of people.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 17 | 91 contacts → | ||||
Exact match “Financial products & resources for Private and Corporate Clients.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 18 | 90 contacts → | ||||
Exact match “Global expertise, local knowhow, wealth of experience.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 19 | 78 contacts → | ||||
Exact match “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 20 | 74 contacts → | ||||
Exact match “AAB Wealth Ltd is one of the leading independent financial planning firms in the UK.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 21 | 67 contacts → | ||||
Exact match “EQ Investors (EQ) is an employee-owned, multi award-winning, B Corp wealth manager providing ethical financial advice and sustainable investment management services to…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 22 | 61 contacts → | ||||
Exact match “Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 23 | 59 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 · Oct 18, 2026 · View company records in RevenueBase | |||||
| 24 | 49 contacts → | ||||
Exact match “Helping you make better financial decisions.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 25 | 44 contacts → | ||||
Exact match “Tribe is the UK’s first dedicated Impact Wealth Manager and offers discretionary and advisory portfolio management.” Recorded in the RevenueBase company graph · Oct 18, 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 “nonprofit 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 523 nonprofit wealth management companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 6,681 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit wealth management companies based in the United Kingdom at a glance
As of Oct 18, 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 523 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 “nonprofit 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 6,681 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 October 18, 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.
Nonprofit wealth management 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 “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit wealth management companies are there based in the United Kingdom?
RevenueBase identified 523 company matches for nonprofit wealth management companies associated with the United Kingdom as of October 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?
Barclays Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit wealth management companies?
London leads with 195 company records, followed by Manchester (14) and Nottingham (8).
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 6,681 professional contacts with verified work emails tracked across these 523 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 October 18, 2026.
Ready to reach these companies? Verified emails and direct dials for all 523 nonprofit wealth management companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit wealth management companies by geography
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sydney, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
- Nonprofit wealth management companies based in Calgary, Canada
- Nonprofit wealth management companies based in Toronto, Canada
- Nonprofit wealth management companies based in Vancouver, Canada
- Nonprofit wealth management companies based in Bordeaux, France
- Nonprofit wealth management companies based in Lyon, France
- Nonprofit wealth management companies based in Paris, France
- Nonprofit wealth management companies based in Toulouse, France
- Nonprofit wealth management companies based in Hong Kong, Hong Kong
- Nonprofit wealth management companies based in Bangalore, India
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
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sydney, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
- Nonprofit wealth management companies based in Calgary, Canada
- Nonprofit wealth management companies based in Toronto, Canada
- Nonprofit wealth management companies based in Vancouver, Canada
Company intelligence · public preview
Top 25 nonprofit wealth management 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 523 matching company records for nonprofit wealth management companies based in the United Kingdom, with 17,917 tracked contacts and 6,681 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: October 18, 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 nonprofit wealth management 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 |  Barclays Wealth Managementbarclays.co.ukHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 2,776 contacts → |
“Barclays provides wealth management expertise to our clients in the UK.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Rathbonesrathbones.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,546 contacts → |
“Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RBC Brewin Dolphinbrewin.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,027 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 692 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fairstone Group LTDfairstonegroup.co.ukHQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 637 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Titan Wealthtitanwh.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 586 contacts → |
“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Stonehage Flemingstonehagefleming.comHQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 553 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nedbank Private Wealthnedbankprivatewealth.comHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 517 contacts → |
“From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Schroders Personal Wealthlloydswealth.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 434 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Close Brothers Asset Managementclosebrothersam.comHQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 389 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Killik & COkillik.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 330 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 198 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  WH Irelandwhirelandplc.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 195 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 183 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Investec Wealth & Investment UKinvestecwin.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 152 contacts → |
“Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Honey Legalhoneylegal.co.ukHQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Courtierscourtiers.co.uk HQ: Henley-on-thames, United KingdomReported employees: 51-200 | Henley-on-thames, United Kingdom | 51-200 | Exact match | 91 contacts → |
“Financial products & resources for Private and Corporate Clients.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  EFG Harris Alldayefgha.comHQ: Birmingham, United KingdomReported employees: 51-200 | Birmingham, United Kingdom | 51-200 | Exact match | 90 contacts → |
“Global expertise, local knowhow, wealth of experience.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 78 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  AAB Wealth Limitedaabwealth.ukHQ: Aberdeen, United KingdomReported employees: 11-50 | Aberdeen, United Kingdom | 11-50 | Exact match | 74 contacts → |
“AAB Wealth Ltd is one of the leading independent financial planning firms in the UK.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  EQ Investors I B Corpeqinvestors.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 67 contacts → |
“EQ Investors (EQ) is an employee-owned, multi award-winning, B Corp wealth manager providing ethical financial advice and sustainable investment management services to…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Netwealthnetwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 61 contacts → |
“Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Artoriusartorius.comHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 59 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 · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lyndhurst Financial Management LTDlyndhurstfm.co.ukHQ: Harpenden, United KingdomReported employees: 51-200 | Harpenden, United Kingdom | 51-200 | Exact match | 49 contacts → |
“Helping you make better financial decisions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Tribe Impact Capitaltribeimpactcapital.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 44 contacts → |
“Tribe is the UK’s first dedicated Impact Wealth Manager and offers discretionary and advisory portfolio management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 523 company matches
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Nonprofit wealth management companies: dataset insights
October 18, 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
521 records in the displayed employee bands.
2 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 523 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: October 18, 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 ↗
Nonprofit wealth management companies by metro
Questions about this company list
What does Exact match mean for nonprofit wealth management 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 nonprofit wealth management companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 523 matching company records, 17,917 tracked contacts and 6,681 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: October 18, 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
Nonprofit wealth management companies by geography
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sydney, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
- Nonprofit wealth management companies based in Calgary, Canada
- Nonprofit wealth management companies based in Toronto, Canada
- Nonprofit wealth management companies based in Vancouver, Canada
- Nonprofit wealth management companies based in Bordeaux, France
- Nonprofit wealth management companies based in Lyon, France
- Nonprofit wealth management companies based in Paris, France
- Nonprofit wealth management companies based in Toulouse, France
- Nonprofit wealth management companies based in Hong Kong, Hong Kong
- Nonprofit wealth management companies based in Bangalore, India
Cite this list
RevenueBase Data Team. Top 25 nonprofit wealth management companies based in the United Kingdom. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-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
- Nonprofit wealth management companies based in Melbourne, Australia
- Nonprofit wealth management companies based in Sydney, Australia
- Nonprofit wealth management companies based in Sao Paulo, Brazil
- Nonprofit wealth management companies based in Calgary, Canada
- Nonprofit wealth management companies based in Toronto, Canada
- Nonprofit wealth management companies based in Vancouver, Canada
Company intelligence · public preview
Top 25 nonprofit wealth management companies based in the United Kingdom
RevenueBase records 523 matching company records for nonprofit wealth management companies based in the United Kingdom, with 17,917 tracked contacts and 6,681 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: October 18, 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 nonprofit wealth management 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 | Barclays Wealth Managementbarclays.co.uk HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 2,776 contacts → |
“Barclays provides wealth management expertise to our clients in the UK.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rathbonesrathbones.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,546 contacts → |
“Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RBC Brewin Dolphinbrewin.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 2,027 contacts → |
“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 692 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fairstone Group LTDfairstonegroup.co.uk HQ: Sunderland, United KingdomReported employees: 1,001-5,000 | Sunderland, United Kingdom | 1,001-5,000 | Exact match | 637 contacts → |
“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Titan Wealthtitanwh.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 586 contacts → |
“Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Stonehage Flemingstonehagefleming.com HQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 553 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nedbank Private Wealthnedbankprivatewealth.com HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 517 contacts → |
“From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Schroders Personal Wealthlloydswealth.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 434 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Close Brothers Asset Managementclosebrothersam.com HQ: Liverpool Street, United KingdomReported employees: 501-1,000 | Liverpool Street, United Kingdom | 501-1,000 | Exact match | 389 contacts → |
“Expert investment management and financial planning.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Killik & COkillik.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 330 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 198 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | WH Irelandwhirelandplc.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 195 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 183 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investec Wealth & Investment UKinvestecwin.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 152 contacts → |
“Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Honey Legalhoneylegal.co.uk HQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Courtierscourtiers.co.uk HQ: Henley-on-thames, United KingdomReported employees: 51-200 | Henley-on-thames, United Kingdom | 51-200 | Exact match | 91 contacts → |
“Financial products & resources for Private and Corporate Clients.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | EFG Harris Alldayefgha.com HQ: Birmingham, United KingdomReported employees: 51-200 | Birmingham, United Kingdom | 51-200 | Exact match | 90 contacts → |
“Global expertise, local knowhow, wealth of experience.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Greystone Financial Servicesgreystonefs.co.uk HQ: Scott Drive, United KingdomReported employees: 51-200 | Scott Drive, United Kingdom | 51-200 | Exact match | 78 contacts → |
“Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | AAB Wealth Limitedaabwealth.uk HQ: Aberdeen, United KingdomReported employees: 11-50 | Aberdeen, United Kingdom | 11-50 | Exact match | 74 contacts → |
“AAB Wealth Ltd is one of the leading independent financial planning firms in the UK.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | EQ Investors I B Corpeqinvestors.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 67 contacts → |
“EQ Investors (EQ) is an employee-owned, multi award-winning, B Corp wealth manager providing ethical financial advice and sustainable investment management services to…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Netwealthnetwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 61 contacts → |
“Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Artoriusartorius.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 59 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 · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lyndhurst Financial Management LTDlyndhurstfm.co.uk HQ: Harpenden, United KingdomReported employees: 51-200 | Harpenden, United Kingdom | 51-200 | Exact match | 49 contacts → |
“Helping you make better financial decisions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tribe Impact Capitaltribeimpactcapital.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 44 contacts → |
“Tribe is the UK’s first dedicated Impact Wealth Manager and offers discretionary and advisory portfolio management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 523 company matches
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Nonprofit wealth management companies: dataset insights
October 18, 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
521 records in the displayed employee bands.
2 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 523 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: October 18, 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 ↗
Nonprofit wealth management companies by metro
Questions about this company list
What does Exact match mean for nonprofit wealth management 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 nonprofit wealth management companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 523 matching company records, 17,917 tracked contacts and 6,681 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: October 18, 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.
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Cite this list
RevenueBase Data Team. Top 25 nonprofit wealth management companies based in the United Kingdom. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Nonprofit wealth management companies based in Melbourne, Australia
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