Company lists · Data refreshed September 2026
Top 25 Portfolio accounting firms based in the United Kingdom
RevenueBase identified 77 company matches for portfolio accounting firms associated with 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 company matches for portfolio accounting firms associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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 contacts → | ||||
Exact match “At Quilter Investors we specialise in the creation and management of multi-asset investment portfolios.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 2 | 29 contacts → | ||||
Exact match “Verso Investment Management Service comprises two elements.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 3 | 23 contacts → | ||||
Exact match “Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “We deliver sustainable long-term returns through our proprietary Ethical Business-Owner Approach™ and disciplined value investing strategy.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Welcome to Nother – an independent model portfolio manager for forward-thinking advisers and their clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Ilara Partners is a private investment office based in London.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “MAIA Asset Management is a boutique investment company offering a range model portfolios actively managed by highly experienced, specialist investment managers to ensure optimum…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Cryder Capital Partners LLP is an investment management company based in London” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Tavistock Asset Management manages over £1bn on behalf of clients through a competitively priced and wide ranging Investment Toolkit.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Running competitively priced, Discretionary, Model Portfolio Services for IFAs and their clients.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Based in London, UK, ANSHER INVESTMENTS LLP is the portfolio and account management company within Ansher Holding.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 77 portfolio accounting firms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 192 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio accounting firms based in the United Kingdom at a glance
As of Sep 5, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with the United Kingdom whose business descriptions match “portfolio accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 192 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Portfolio accounting firms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio accounting firms are there based in the United Kingdom?
RevenueBase identified 77 company matches for portfolio accounting firms associated with the United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Quilter Investors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio accounting firms?
London leads with 52 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 192 professional contacts with verified work emails tracked across these 77 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 77 portfolio accounting firms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Portfolio accounting firms by geography
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
- Portfolio accounting firms based in London, United Kingdom
- Portfolio accounting firms based in New York, United States
- Portfolio accounting firms based in India
- Portfolio accounting firms based in Türkiye
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
Company intelligence · public preview
Top 25 portfolio accounting firms based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 77 matching company records for portfolio accounting firms based in the United Kingdom, with 415 tracked contacts and 192 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio accounting firms based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Quilter Investorsquilter.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 78 contacts → |
“At Quilter Investors we specialise in the creation and management of multi-asset investment portfolios.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Verso Investment Management LLPversoim.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Verso Investment Management Service comprises two elements.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Sparrows Capital Limitedsparrowscapital.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Opus Nebulaopus-nebula.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mayar Capitalmayarcapital.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 11 contacts → |
“We deliver sustainable long-term returns through our proprietary Ethical Business-Owner Approach™ and disciplined value investing strategy.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Cloudattributioncloudattribution.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ASPENaspenadvisers.comHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Alpha Portfolio Managementalpha-pm.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Quartet Investment Managersquartet-im.comHQ: Richmond, United KingdomReported employees: 11-50 | Richmond, United Kingdom | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Magnusmagnusfdm.com HQ: Wilmslow, United KingdomReported employees: 11-50 | Wilmslow, United Kingdom | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fowler Drewfowlerdrew.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  VWM Wealthvwmwealth.comHQ: Glasgow, United KingdomReported employees: 1-10 | Glasgow, United Kingdom | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mountstone Partnersmountstonepartners.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Namur Capital Managementnamurcapital.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nother Portfolio Servicesnotherps.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Welcome to Nother – an independent model portfolio manager for forward-thinking advisers and their clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ilara Partnersilarapartners.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Ilara Partners is a private investment office based in London.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Maia Asset Managementmaia-am.co.ukHQ: Ullenhall, United KingdomReported employees: 1-10 | Ullenhall, United Kingdom | 1-10 | Exact match | 4 contacts → |
“MAIA Asset Management is a boutique investment company offering a range model portfolios actively managed by highly experienced, specialist investment managers to ensure optimum…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Two10 Investment Servicestwo10investmentservices.co.ukHQ: Preston, United KingdomReported employees: 1-10 | Preston, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Cryder Capital Partners LLPcrydercapital.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Cryder Capital Partners LLP is an investment management company based in London” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tavistock Asset Managementtavistockam.comHQ: Berkshire, United KingdomReported employees: 11-50 | Berkshire, United Kingdom | 11-50 | Exact match | 3 contacts → |
“Tavistock Asset Management manages over £1bn on behalf of clients through a competitively priced and wide ranging Investment Toolkit.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cambridge Investments Limitedcambridgeinvestments.co.uk HQ: Wilmslow, United KingdomReported employees: 1-10 | Wilmslow, United Kingdom | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  RXI Wealthrxiwealth.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Running competitively priced, Discretionary, Model Portfolio Services for IFAs and their clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Smithson Capital Management LTDsmithsoncapital.co.ukHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Ansher Investments LLPansherglobal.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Based in London, UK, ANSHER INVESTMENTS LLP is the portfolio and account management company within Ansher Holding.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 77 company matches
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
77 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio accounting firms by metro
Questions about this company list
What does Exact match mean for portfolio accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 77 matching company records, 415 tracked contacts and 192 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio accounting firms by geography
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
- Portfolio accounting firms based in Toronto, Canada
- Portfolio accounting firms based in London, United Kingdom
- Portfolio accounting firms based in New York, United States
- Portfolio accounting firms based in India
- Portfolio accounting firms based in Türkiye
Cite this list
RevenueBase Data Team. Top 25 portfolio accounting firms based in the United Kingdom. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio accounting firms based in the United States
- Portfolio accounting firms based in Canada
- Portfolio accounting firms based in Brazil
- Portfolio accounting firms based in Australia
- Portfolio accounting firms based in France
- Portfolio accounting firms based in Switzerland
Company intelligence · public preview
Top 25 portfolio accounting firms based in the United Kingdom
RevenueBase records 77 matching company records for portfolio accounting firms based in the United Kingdom, with 415 tracked contacts and 192 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio accounting firms based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Quilter Investorsquilter.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 78 contacts → |
“At Quilter Investors we specialise in the creation and management of multi-asset investment portfolios.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Verso Investment Management LLPversoim.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Verso Investment Management Service comprises two elements.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Sparrows Capital Limitedsparrowscapital.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Opus Nebulaopus-nebula.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mayar Capitalmayarcapital.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 11 contacts → |
“We deliver sustainable long-term returns through our proprietary Ethical Business-Owner Approach™ and disciplined value investing strategy.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Cloudattributioncloudattribution.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ASPENaspenadvisers.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Alpha Portfolio Managementalpha-pm.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Quartet Investment Managersquartet-im.com HQ: Richmond, United KingdomReported employees: 11-50 | Richmond, United Kingdom | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Magnusmagnusfdm.com HQ: Wilmslow, United KingdomReported employees: 11-50 | Wilmslow, United Kingdom | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fowler Drewfowlerdrew.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | VWM Wealthvwmwealth.com HQ: Glasgow, United KingdomReported employees: 1-10 | Glasgow, United Kingdom | 1-10 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mountstone Partnersmountstonepartners.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Namur Capital Managementnamurcapital.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Boutique financial services firm specializing in wealth management and wealth advisory services for high net worth individuals, substantial families and institutions.Investment…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nother Portfolio Servicesnotherps.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Welcome to Nother – an independent model portfolio manager for forward-thinking advisers and their clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ilara Partnersilarapartners.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Ilara Partners is a private investment office based in London.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Maia Asset Managementmaia-am.co.uk HQ: Ullenhall, United KingdomReported employees: 1-10 | Ullenhall, United Kingdom | 1-10 | Exact match | 4 contacts → |
“MAIA Asset Management is a boutique investment company offering a range model portfolios actively managed by highly experienced, specialist investment managers to ensure optimum…” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Two10 Investment Servicestwo10investmentservices.co.uk HQ: Preston, United KingdomReported employees: 1-10 | Preston, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cryder Capital Partners LLPcrydercapital.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Cryder Capital Partners LLP is an investment management company based in London” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tavistock Asset Managementtavistockam.com HQ: Berkshire, United KingdomReported employees: 11-50 | Berkshire, United Kingdom | 11-50 | Exact match | 3 contacts → |
“Tavistock Asset Management manages over £1bn on behalf of clients through a competitively priced and wide ranging Investment Toolkit.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cambridge Investments Limitedcambridgeinvestments.co.uk HQ: Wilmslow, United KingdomReported employees: 1-10 | Wilmslow, United Kingdom | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | RXI Wealthrxiwealth.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Running competitively priced, Discretionary, Model Portfolio Services for IFAs and their clients.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Smithson Capital Management LTDsmithsoncapital.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Ansher Investments LLPansherglobal.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Based in London, UK, ANSHER INVESTMENTS LLP is the portfolio and account management company within Ansher Holding.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio accounting firms: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
77 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio accounting firms by metro
Questions about this company list
What does Exact match mean for portfolio accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio accounting firms did RevenueBase find based in the United Kingdom?
The saved snapshot records 77 matching company records, 415 tracked contacts and 192 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 portfolio accounting firms based in the United Kingdom. Snapshot: September 5, 2026. https://revenuebase.ai/companies/portfolio-accounting-firms/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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