Company lists · Data refreshed September 2026
Top 25 Portfolio accounting firms based in the United Kingdom
RevenueBase identified 77 portfolio accounting firms headquartered in the United Kingdom as of September 2026 and tracks 415 professional contacts across them, including 192 with verified work emails and 35 with mobile numbers. London is the largest hub.
This list covers portfolio accounting firms 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 25 largest portfolio accounting firms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 78 | ||||
“At Quilter Investors we specialise in the creation and management of multi-asset investment portfolios.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Verso Investment Management LLPIndirect evidence | 29 | |||
“Verso Investment Management Service comprises two elements.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Sparrows Capital LimitedIndirect evidence | 23 | |||
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | Succession Advisory Services LTDPartial evidence | 14 | |||
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Opus NebulaIndirect evidence | 11 | |||
“Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | Mayar CapitalIndirect evidence | 11 | |||
“We deliver sustainable long-term returns through our proprietary Ethical Business-Owner Approach™ and disciplined value investing strategy.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 | ||||
“Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 | ||||
“Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 | ||||
“Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Quartet Investment ManagersIndirect evidence | 9 | |||
“Founded in 2009 and based in Richmond, Surrey, Quartet is a partner-owned private client investment management firm providing creative investment solutions for private clients and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | MagnusPartial evidence | 9 | |||
“Our philosophy is to create and responsibly manage a diverse portfolio of investments tailored to your investment and financial planning objectives, with value for money at the…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | Fowler DrewPartial evidence | 8 | |||
“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | VWM WealthIndirect evidence | 7 | |||
“VWM Wealth was established in 2002 in order to provide the very highest level of service in the profession, and is wholly owned by its directors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | Mountstone PartnersIndirect evidence | 7 | |||
“With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Namur Capital ManagementIndirect evidence | 6 | |||
“Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | Nother Portfolio ServicesPartial evidence | 5 | |||
“Welcome to Nother – an independent model portfolio manager for forward-thinking advisers and their clients.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | Ilara PartnersIndirect evidence | 4 | |||
“Ilara Partners is a private investment office based in London.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | Maia Asset ManagementPartial evidence | 4 | |||
“MAIA Asset Management is a boutique investment company offering a range model portfolios actively managed by highly experienced, specialist investment managers to ensure optimum…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | Two10 Investment ServicesIndirect evidence | 4 | |||
“Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 | ||||
“Cryder Capital Partners LLP is an investment management company based in London” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | Tavistock Asset ManagementIndirect evidence | 3 | |||
“Tavistock Asset Management manages over £1bn on behalf of clients through a competitively priced and wide ranging Investment Toolkit.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | Cambridge Investments LimitedIndirect evidence | 3 | |||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | RXI WealthPartial evidence | 3 | |||
“Running competitively priced, Discretionary, Model Portfolio Services for IFAs and their clients.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | Smithson Capital Management LTDIndirect evidence | 3 | |||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 | ||||
“Based in London, UK, ANSHER INVESTMENTS LLP is the portfolio and account management company within Ansher Holding.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 77 portfolio accounting firms based in the United Kingdom
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Portfolio accounting firms 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 portfolio accounting firms, 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 “portfolio accounting firms”. 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 portfolio accounting firms, 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, 192 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.
Portfolio accounting firms by metro
- Portfolio accounting firms in London52
Frequently asked
How many portfolio accounting firms are there based in the United Kingdom?
RevenueBase identified 77 portfolio accounting firms 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?
Quilter Investors, headquartered in London, tops this list with the largest team on record.
Which city has the most portfolio accounting firms?
London leads with 52 headquartered companies, followed by Birmingham (2) and Pewsey (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 192 verified decision-maker contacts tracked across these 77 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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