Company lists · Data refreshed October 2026
Top 25 Nonprofit wealth management companies based in London, United Kingdom
RevenueBase identified 195 company matches for nonprofit wealth management companies associated with London, United Kingdom as of October 2026 and tracks 11,909 professional contacts across them, including 4,371 with verified work emails. Across the United Kingdom, London is the largest hub for this category.
This list covers company matches for nonprofit wealth management companies associated with London, 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 London, 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 | 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 | |||||
| 5 | 434 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 35 contacts → | ||||
Exact match “Lathe & Co Wealth Advisers was established in 2017, with the sole focus of exceeding client expectations and offering simple and attainable financial planning to everyone.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 13 | 31 contacts → | ||||
Exact match “In many ways Cavendish Ware is a well-kept secret.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 14 | 31 contacts → | ||||
Exact match “Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 15 | 31 contacts → | ||||
Exact match “IPS Capital provides tailored investment management, wealth planning, and fiduciary support for HNWI, business owners, families, Deputies and professional fiduciaries.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 16 | 30 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 · Oct 18, 2026 · View company records in RevenueBase | |||||
| 17 | 30 contacts → | ||||
Exact match “Investment Quorum is based in the City of London and offers what we term unique, boutique, wealth management.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 18 | 29 contacts → | ||||
Exact match “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 19 | 29 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 20 | 28 contacts → | ||||
Exact match “For enquiries please contact uk@bentleyreid.co.uk Founded in 1979, Bentley Reid is an independently-owned wealth management company that looks after the financial affairs of…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 21 | 25 contacts → | ||||
Exact match “Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 22 | 23 contacts → | ||||
Exact match “Private Wealth, Unlocked.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 23 | 22 contacts → | ||||
Exact match “Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 24 | 22 contacts → | ||||
Exact match “At Castell Wealth Management, we provide progressive, lifelong wealth management strategies tailored to your ambitions.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase | |||||
| 25 | 22 contacts → | ||||
Exact match “At SG Kleinwort Hambros we know how to simplify life’s financial challenges.” 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 195 nonprofit wealth management companies based in London, United Kingdom
See the full list, filter by size, metro and specialty, and access 4,371 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit wealth management companies based in London, United Kingdom at a glance
As of Oct 18, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 195 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 London, 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 4,371 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.
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 London, United Kingdom?
RevenueBase identified 195 company matches for nonprofit wealth management companies associated with London, 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 in the United Kingdom has the most nonprofit wealth management companies?
London leads the United Kingdom 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 4,371 professional contacts with verified work emails tracked across these 195 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 195 nonprofit wealth management companies based in London, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit wealth management companies by geography
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- 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
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Company intelligence · public preview
Top 25 nonprofit wealth management companies based in London, 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 195 matching company records for nonprofit wealth management companies based in London, United Kingdom, with 11,909 tracked contacts and 4,371 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 London, 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 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  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. | |||||
| 12 |  Lathe & CO Wealth Adviserslatheandco.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Lathe & Co Wealth Advisers was established in 2017, with the sole focus of exceeding client expectations and offering simple and attainable financial planning to everyone.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Cavendish Warecavendishware.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“In many ways Cavendish Ware is a well-kept secret.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Holden & Partnersholden-partners.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | IPS Capital LLPipscap.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“IPS Capital provides tailored investment management, wealth planning, and fiduciary support for HNWI, business owners, families, Deputies and professional fiduciaries.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lincoln Private Investment Officelpio.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Lincoln Private Investment Office was founded with one aim: to make wealth management work for our clients.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investment Quoruminvestmentquorum.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Investment Quorum is based in the City of London and offers what we term unique, boutique, wealth management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Thomson Tyndallthomsontyndall.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 29 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Bentley Reidbentleyreid.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“For enquiries please contact uk@bentleyreid.co.uk Founded in 1979, Bentley Reid is an independently-owned wealth management company that looks after the financial affairs of…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Menzies Wealth Management LTDmenzieswm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sidekicksidekickmoney.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Private Wealth, Unlocked.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Niche Private Clientsnichepc.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Castell Wealth Managementcastellwm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“At Castell Wealth Management, we provide progressive, lifelong wealth management strategies tailored to your ambitions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | SG Kleinwort Hambroskleinworthambros.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 22 contacts → |
“At SG Kleinwort Hambros we know how to simplify life’s financial challenges.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 195 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
195 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 across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 195 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 ↗
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 London, United Kingdom?
The saved snapshot records 195 matching company records, 11,909 tracked contacts and 4,371 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 London, United Kingdom. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-companies/united-kingdom/london.
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 London, United Kingdom
RevenueBase records 195 matching company records for nonprofit wealth management companies based in London, United Kingdom, with 11,909 tracked contacts and 4,371 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 London, 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 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | 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. | |||||
| 12 | Lathe & CO Wealth Adviserslatheandco.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Lathe & Co Wealth Advisers was established in 2017, with the sole focus of exceeding client expectations and offering simple and attainable financial planning to everyone.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cavendish Warecavendishware.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“In many ways Cavendish Ware is a well-kept secret.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Holden & Partnersholden-partners.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Holden & Partners are an independent financial adviser (IFA) primarily based in London (Farringdon), the South East and East Anglia.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | IPS Capital LLPipscap.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“IPS Capital provides tailored investment management, wealth planning, and fiduciary support for HNWI, business owners, families, Deputies and professional fiduciaries.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lincoln Private Investment Officelpio.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Lincoln Private Investment Office was founded with one aim: to make wealth management work for our clients.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investment Quoruminvestmentquorum.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Investment Quorum is based in the City of London and offers what we term unique, boutique, wealth management.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Thomson Tyndallthomsontyndall.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Our clients tell us that truly independent advice is important to them, a view we have always shared.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 29 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Bentley Reidbentleyreid.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“For enquiries please contact uk@bentleyreid.co.uk Founded in 1979, Bentley Reid is an independently-owned wealth management company that looks after the financial affairs of…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Menzies Wealth Management LTDmenzieswm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Sidekicksidekickmoney.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Private Wealth, Unlocked.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Niche Private Clientsnichepc.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Castell Wealth Managementcastellwm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“At Castell Wealth Management, we provide progressive, lifelong wealth management strategies tailored to your ambitions.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | SG Kleinwort Hambroskleinworthambros.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 22 contacts → |
“At SG Kleinwort Hambros we know how to simplify life’s financial challenges.” Recorded description excerpt · October 18, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 195 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
195 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 across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 195 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 ↗
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 London, United Kingdom?
The saved snapshot records 195 matching company records, 11,909 tracked contacts and 4,371 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 London, United Kingdom. Snapshot: October 18, 2026. https://revenuebase.ai/companies/nonprofit-wealth-management-companies/united-kingdom/london.
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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