Company lists · Data refreshed September 2026

Top 25 Online portfolio management companies based in the United Kingdom

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 179 companies tracked

RevenueBase identified 179 company matches for online portfolio management companies associated with the United Kingdom as of September 2026 and tracks 4,714 professional contacts across them, including 2,280 with verified work emails. London is the largest hub.

This list covers company matches for online portfolio management companies associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

179Companies

4,714Contacts tracked

2,280Verified emails

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The 25 largest online portfolio management companies based in the United Kingdom

Ranked by team size

Top 25 of 179 company matches for online portfolio management companies based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Moneybox	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	443 contacts →
	Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	7im	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	403 contacts →
	Exact match “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	TRADU	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	347 contacts →
	Exact match “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Wealthtime	Exact match	Bath, United KingdomHQ recorded Sep 20, 2026	51-200	246 contacts →
	Exact match “We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Freetrade	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	232 contacts →
	Exact match “Freetrade is on a mission to become the default place to invest.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Moneyfarm	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	208 contacts →
	Exact match “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	SECCL	Exact match	Bath, United KingdomHQ recorded Sep 20, 2026	201-500	202 contacts →
	Exact match “Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Wealth Dynamix	Exact match	London, United KingdomHQ recorded Sep 20, 2026	51-200	156 contacts →
	Exact match “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Wealthify	Exact match	Cardiff, United KingdomHQ recorded Sep 20, 2026	11-50	137 contacts →
	Exact match “Take the hard work out of managing your money with Wealthify.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Landytech	Exact match	London, United KingdomHQ recorded Sep 20, 2026	51-200	114 contacts →
	Exact match “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Timeline	Exact match	London, United KingdomHQ recorded Sep 20, 2026	51-200	88 contacts →
	Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	EV	Exact match	Newbury Business Park, United KingdomHQ recorded Sep 20, 2026	51-200	86 contacts →
	Exact match “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Novia Global	Exact match	Bath, United KingdomHQ recorded Sep 20, 2026	51-200	78 contacts →
	Exact match “Novia Global is an international online wealth management platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Fundment	Exact match	London, United KingdomHQ recorded Sep 20, 2026	51-200	64 contacts →
	Exact match “We've built Fundment to propel financial advice businesses through technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Apex Fintech Solutions UK	Exact match	Belfast, United KingdomHQ recorded Sep 20, 2026	51-200	64 contacts →
	Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Curo By Time4advice	Exact match	Norwich, United KingdomHQ recorded Sep 20, 2026	11-50	55 contacts →
	Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Arabesque	Exact match	London, United KingdomHQ recorded Sep 20, 2026	201-500	53 contacts →
	Exact match “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	True Potential Wealth Management LLP	Exact match	Gorseinon Swansea, United KingdomHQ recorded Sep 20, 2026	n/a	40 contacts →
	Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Wealthkernel	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “Launch and scale digital investment products with our flexible, all-in-one API.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Lionsoul Global	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	36 contacts →
	Exact match “Lionsoul Global is your trusted provider for digital asset wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Instinct	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	35 contacts →
	Exact match “Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Velexa	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	34 contacts →
	Exact match “Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Henderson Rowe	Exact match	Mayfair, United KingdomHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “Henderson Rowe is a UK-based investment manager.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	EMMA	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	31 contacts →
	Exact match “Take control of your money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Iconomi	Exact match	London, United KingdomHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “The ICONOMI platform is designed to provide businesses or retail investors an entry point cryptocurrency market.” Recorded in the RevenueBase company graph · Sep 20, 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 “online portfolio 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 179 online portfolio management companies based in the United Kingdom

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Online portfolio management companies based in the United Kingdom at a glance

As of Sep 20, 2026

48.4%Verified-email coverage

26.3Average contacts per company

11-50Median size (employees)

63.1%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 179 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 “online portfolio 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 2,280 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 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 “online portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many online portfolio management companies are there based in the United Kingdom?

RevenueBase identified 179 company matches for online portfolio management companies associated with the United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most online portfolio management companies?

London leads with 113 company records, followed by Bath (4) and Birmingham (4).

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 2,280 professional contacts with verified work emails tracked across these 179 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.