Company lists · Data refreshed September 2026

Top 14 Personal finance aggregation platforms based in London, United Kingdom

RevenueBase identified 58 personal finance aggregation platforms headquartered in London, United Kingdom as of September 2026 and tracks 1,008 professional contacts across them, including 383 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers personal finance aggregation platforms headquartered in London, United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
58Companies
1,008Contacts tracked
383Verified emails
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The 14 largest personal finance aggregation platforms based in London, United Kingdom

Ranked by team size
Top 14 of 58 personal finance aggregation platforms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance aggregation platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLondon, United KingdomHQ checked Sep 29, 2026201-500500 contacts →

Partial evidence

“Cleo was founded in 2016 by people who'd been burned by banks and frustrated by a financial system that wasn't built for the people using it.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202651-200219 contacts →

Indirect evidence

“Chip is your wealth app.”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceLondon, United KingdomHQ checked Sep 29, 202651-20045 contacts →

Partial evidence

“TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceLondon, United KingdomHQ checked Sep 29, 202611-5043 contacts →

Partial evidence

“Updraft is a part lending, part credit report, and part financial planning app for millennials.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceLondon, United KingdomHQ checked Sep 29, 202611-5031 contacts →

Strong evidence

“Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5031 contacts →

Indirect evidence

“Take control of your money.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“Lumio is the simplest way for couples to manage their money together.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceLondon, United KingdomHQ checked Sep 29, 20261-106 contacts →

Strong evidence

“Pennyworth BRANE™ is a hybrid‐AI platform that lives inside your banking and wealth ecosystem, transforming fragmented customer data into personalised, compliant next‐best actions.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“Fineo is a personal finance management platform that allows you to control your financial flows and live comfortably and freely”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“IntelliSaving is a smart saving platform that provides end to end support for your saving journey.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“MoneySavvy is a new service designed to help financial advisers re-engage digitally with the majority of their customer base, by enabling customers to manage all of their…”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Chart a new course in financial management.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceLondon, United KingdomHQ checked Sep 29, 20261-101 contacts →

Strong evidence

“Part of the Natwest Fintech Accelerator Programme in London* Fintify is a B2B platform that helps businesses offer cross border account aggregation while delivering deep insights…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 14 of 58 personal finance aggregation platforms based in London, United Kingdom

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Personal finance aggregation platforms based in London, United Kingdom at a glance

As of Sep 29, 2026
38.0%Verified-email coverage
17.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
12
51-200
5
201-500
1

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 58 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personal finance aggregation platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in London, United Kingdom whose own description of what they do matches “personal finance aggregation platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personal finance aggregation platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among personal finance aggregation platforms, and records with no verified work email. Companies headquartered outside London are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 383 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal finance aggregation platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many personal finance aggregation platforms are there based in London, United Kingdom?

RevenueBase identified 58 personal finance aggregation platforms headquartered in London, United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

CLEO, headquartered in London, tops this list with the largest team on record.

Which city in the United Kingdom has the most personal finance aggregation platforms?

London leads the United Kingdom with 58 headquartered companies, followed by Manchester (4) and Edinburgh (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 383 verified decision-maker contacts tracked across these 58 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

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