Company lists · Data refreshed September 2026
Top 25 Personal finance coaching platforms based in London, United Kingdom
RevenueBase identified 155 personal finance coaching platforms headquartered in London, United Kingdom as of September 2026 and tracks 1,540 professional contacts across them, including 563 with verified work emails. Across the United Kingdom, London is the largest hub for this category.
This list covers personal finance coaching 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.
The 25 largest personal finance coaching platforms based in London, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 500 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 161 contacts → | ||||
Strong evidence “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 135 contacts → | ||||
Partial evidence “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 88 contacts → | ||||
Partial evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 43 contacts → | ||||
Partial evidence “Updraft is a part lending, part credit report, and part financial planning app for millennials.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 31 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 31 contacts → | ||||
Indirect evidence “Take control of your money.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 27 contacts → | ||||
Strong evidence “Bippit is expert financial guidance for every employee, including one-to-one coaching from qualified professionals, and all the tools they need to manage their financial lives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Partial evidence “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 contacts → | ||||
Strong evidence “Maji is the complete financial wellbeing and money management platform – designed to improve financial outcomes through education, practical tools and behaviour change.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 13 contacts → | ||||
Partial evidence “Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including- Retirement planning - Building, protecting, and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Partial evidence “Smartpurse | Finance & Investing in Switzerland Investing, retirement & financial planning 🤝 Trusted by SBB, Nestlé & more Independent, regulated & jargon-free With SmartPurse…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Partial evidence “Based in Knightsbridge, we look after individuals and families to help them achieve financial security and order, and live the lives they want.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Partial evidence “Providing clients with a platform and tools to achieve better customer outcomes.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Partial evidence “Somosfin is a solution to close the financial knowledge gap so that people can be in control of their own money and feel empowered to achieve their financial goals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Partial evidence “We are building the go-to financial fitness app that makes learning about finance and money fun, easy, and relevant for people of any age.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 11 contacts → | ||||
Partial evidence “We give you confidence and clarity over your financial decisions First, we help you to consider what is possible.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “At Find My Adviser, our mission is to connect people with trusted financial advisers who offer expert advice, bespoke solutions, and a roadmap to attain their financial objectives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 8 contacts → | ||||
Indirect evidence “At Town Close, we're here for life.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Partial evidence “AAG Financial Education is an award-winning provider of financial education and advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Partial evidence “The mission of HELIX is to help busy professionals to find their best-fit financial products, not just once, but throughout their lifetime.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Partial evidence “We are a dynamic financial advice firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 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, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personal finance coaching platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names personal finance coaching platforms.
- Partial evidence
- Its own public description names part of personal finance coaching platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personal finance coaching platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 155 personal finance coaching platforms based in London, United Kingdom
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Personal finance coaching platforms based in London, United Kingdom at a glance
As of Sep 29, 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 155 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 coaching 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 coaching 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 coaching 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 coaching 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, 563 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 coaching 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 coaching platforms are there based in London, United Kingdom?
RevenueBase identified 155 personal finance coaching 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 coaching platforms?
London leads the United Kingdom with 155 headquartered companies, followed by Manchester (16) and Birmingham (8).
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 563 verified decision-maker contacts tracked across these 155 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.
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