Company lists · Data refreshed September 2026
Top 8 Personal finance software companies based in the United Kingdom
RevenueBase identified 38 personal finance software companies headquartered in the United Kingdom as of September 2026 and tracks 161 professional contacts across them, including 68 with verified work emails and 12 with mobile numbers. London is the largest hub.
This list covers personal finance software companies headquartered in the 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 8 largest personal finance software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | TotallymoneyPartial evidence | 45 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 31 | ||||
“Take control of your money.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Elisyan Wealth VenturesPartial evidence | 9 | |||
“Take the control back of your finances with our new and exciting app!” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | PennyworthPartial evidence | 6 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Omni MoneyStrong evidence | 4 | |||
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | Fineo Services LTDStrong evidence | 3 | |||
“Fineo is a personal finance management platform that allows you to control your financial flows and live comfortably and freely” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Prestwood Software LimitedStrong evidence | 2 | |||
“Provider of the UK's market-leading Financial Planning software.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 1 | ||||
“We are passionate and enthusiastic believers in the power of cash flow planning and have worked with many financial planners and IFAs over the years to produce forecasts via…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 8 of 38 personal finance software companies based in the United Kingdom
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Personal finance software companies based in the United Kingdom at a glance
As of Sep 5, 2026Companies by employee count
Verified emails by last verification
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 software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United Kingdom whose own description of what they do matches “personal finance software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among personal finance software companies, and records with no verified work email. Companies headquartered outside United Kingdom 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 an evidence 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, 68 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 5, 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
How many personal finance software companies are there based in the United Kingdom?
RevenueBase identified 38 personal finance software companies headquartered in the 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?
Totallymoney, headquartered in London, tops this list with the largest team on record.
Which city has the most personal finance software companies?
London leads with 21 headquartered companies, followed by Birmingham (2) and Cambridge (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 68 verified decision-maker contacts tracked across these 38 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 5, 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.
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