Company lists · Data refreshed September 2026

Top 25 Portfolio accounting firms based in the United Kingdom

Name: Portfolio accounting firms based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 77 companies tracked

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, its RevenueBase Smart Search rating, 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 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 5, 2026 86% judged on-target in blind review

77Companies

415Contacts tracked

192Verified emails

35Mobile numbers

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The 25 largest portfolio accounting firms based in the United Kingdom

Ranked by team size

Top 25 of 77 portfolio accounting firms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio accounting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Quilter Investors	Partial evidence	London, United KingdomHQ checked Sep 5, 2026	1,001-5,000	78 contacts →
	Partial evidence “At Quilter Investors we specialise in the creation and management of multi-asset investment portfolios.” Source: RevenueBase Database · checked Sep 5, 2026
2	Verso Investment Management LLP	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	29 contacts →
	Indirect evidence “Verso Investment Management Service comprises two elements.” Source: RevenueBase Database · checked Sep 5, 2026
3	Sparrows Capital Limited	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	23 contacts →
	Indirect evidence “Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Source: RevenueBase Database · checked Sep 5, 2026
4	Succession Advisory Services LTD	Partial evidence	Birmingham, United KingdomHQ checked Sep 5, 2026	1-10	14 contacts →
	Partial evidence “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Source: RevenueBase Database · checked Sep 5, 2026
5	Opus Nebula	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	11 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
6	Mayar Capital	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	11 contacts →
	Indirect evidence “We deliver sustainable long-term returns through our proprietary Ethical Business-Owner Approach™ and disciplined value investing strategy.” Source: RevenueBase Database · checked Sep 5, 2026
7	Cloudattribution	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	11 contacts →
	Indirect evidence “Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.” Source: RevenueBase Database · checked Sep 5, 2026
8	ASPEN	Partial evidence	Edinburgh, United KingdomHQ checked Sep 5, 2026	1-10	11 contacts →
	Partial evidence “Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers.” Source: RevenueBase Database · checked Sep 5, 2026
9	Alpha Portfolio Management	Indirect evidence	Bristol, United KingdomHQ checked Sep 5, 2026	1-10	11 contacts →
	Indirect evidence “Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Source: RevenueBase Database · checked Sep 5, 2026
10	Quartet Investment Managers	Indirect evidence	Richmond, United KingdomHQ checked Sep 5, 2026	11-50	9 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
11	Magnus	Partial evidence	Wilmslow, United KingdomHQ checked Sep 5, 2026	11-50	9 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
12	Fowler Drew	Partial evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	8 contacts →
	Partial evidence “Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Source: RevenueBase Database · checked Sep 5, 2026
13	VWM Wealth	Indirect evidence	Glasgow, United KingdomHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 5, 2026
14	Mountstone Partners	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	7 contacts →
	Indirect evidence “With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Source: RevenueBase Database · checked Sep 5, 2026
15	Namur Capital Management	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Source: RevenueBase Database · checked Sep 5, 2026
16	Nother Portfolio Services	Partial evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	5 contacts →
	Partial evidence “Welcome to Nother – an independent model portfolio manager for forward-thinking advisers and their clients.” Source: RevenueBase Database · checked Sep 5, 2026
17	Ilara Partners	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Ilara Partners is a private investment office based in London.” Source: RevenueBase Database · checked Sep 5, 2026
18	Maia Asset Management	Partial evidence	Ullenhall, United KingdomHQ checked Sep 5, 2026	1-10	4 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 5, 2026
19	Two10 Investment Services	Indirect evidence	Preston, United KingdomHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Source: RevenueBase Database · checked Sep 5, 2026
20	Cryder Capital Partners LLP	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Cryder Capital Partners LLP is an investment management company based in London” Source: RevenueBase Database · checked Sep 5, 2026
21	Tavistock Asset Management	Indirect evidence	Berkshire, United KingdomHQ checked Sep 5, 2026	11-50	3 contacts →
	Indirect evidence “Tavistock Asset Management manages over £1bn on behalf of clients through a competitively priced and wide ranging Investment Toolkit.” Source: RevenueBase Database · checked Sep 5, 2026
22	Cambridge Investments Limited	Indirect evidence	Wilmslow, United KingdomHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
23	RXI Wealth	Partial evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “Running competitively priced, Discretionary, Model Portfolio Services for IFAs and their clients.” Source: RevenueBase Database · checked Sep 5, 2026
24	Smithson Capital Management LTD	Indirect evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 5, 2026
25	Ansher Investments LLP	Partial evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	2 contacts →
	Partial evidence “Based in London, UK, ANSHER INVESTMENTS LLP is the portfolio and account management company within Ansher Holding.” Source: RevenueBase Database · checked Sep 5, 2026

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: portfolio accounting firms. 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 portfolio accounting firms.
Partial evidence: Its own public description names part of portfolio accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio accounting firms. 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 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, 2026

46.3%Verified-email coverage

8.4%Mobile-number coverage

5.4Average contacts per company

1-10Median size (employees)

67.5%Largest-city concentration · London

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

1840–30

831–60

061–90

090–180

0180+

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 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 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.
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 portfolio accounting firms), 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 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 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, 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

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 portfolio accounting firms, 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 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 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.