Company lists · Data refreshed September 2026

Top 22 Portfolio accounting firms based in London, United Kingdom

RevenueBase identified 52 portfolio accounting firms headquartered in London, United Kingdom as of September 2026 and tracks 326 professional contacts across them, including 156 with verified work emails and 27 with mobile numbers. London is the largest hub.

This list covers portfolio accounting firms 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 13, 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 13, 2026 86% judged on-target in blind review
52Companies
326Contacts tracked
156Verified emails
27Mobile numbers
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The 22 largest portfolio accounting firms based in London, United Kingdom

Ranked by team size
Top 22 of 52 portfolio accounting firms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 13, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLondon, United KingdomHQ checked Sep 13, 20261,001-5,00078 contacts →

Partial evidence

“At Quilter Investors we specialise in the creation and management of multi-asset investment portfolios.”

Source: RevenueBase Database · checked Sep 13, 2026
2Indirect evidenceLondon, United KingdomHQ checked Sep 13, 202611-5029 contacts →

Indirect evidence

“Verso Investment Management Service comprises two elements.”

Source: RevenueBase Database · checked Sep 13, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 13, 202611-5024 contacts →

Indirect evidence

“Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…”

Source: RevenueBase Database · checked Sep 13, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 13, 202611-5023 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 13, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 13, 202611-5011 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 13, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-1011 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 13, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 13, 202651-2009 contacts →

Indirect evidence

“Equipos is now SimCorp.”

Source: RevenueBase Database · checked Sep 13, 2026
8Partial evidenceLondon, United KingdomHQ checked Sep 13, 20261-108 contacts →

Partial evidence

“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.”

Source: RevenueBase Database · checked Sep 13, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 13, 202611-507 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 13, 2026
10Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-106 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 13, 2026
11Partial evidenceLondon, United KingdomHQ checked Sep 13, 20261-105 contacts →

Partial evidence

“Welcome to Nother – an independent model portfolio manager for forward-thinking advisers and their clients.”

Source: RevenueBase Database · checked Sep 13, 2026
12Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-104 contacts →

Indirect evidence

“Ilara Partners is a private investment office based in London.”

Source: RevenueBase Database · checked Sep 13, 2026
13Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-104 contacts →

Indirect evidence

“Cryder Capital Partners LLP is an investment management company based in London”

Source: RevenueBase Database · checked Sep 13, 2026
14Partial evidenceLondon, United KingdomHQ checked Sep 13, 20261-103 contacts →

Partial evidence

“Running competitively priced, Discretionary, Model Portfolio Services for IFAs and their clients.”

Source: RevenueBase Database · checked Sep 13, 2026
15Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 13, 2026
16Partial evidenceLondon, United KingdomHQ checked Sep 13, 202611-502 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 13, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 13, 2026201-5001 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 13, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-101 contacts →

Indirect evidence

“Agera Capital is a investment boutique, we manage the wealth of a select group of high net worth clients and family offices.”

Source: RevenueBase Database · checked Sep 13, 2026
19Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-101 contacts →

Indirect evidence

“Investment Management”

Source: RevenueBase Database · checked Sep 13, 2026
20Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-101 contacts →

Indirect evidence

“Dark Star Asset Management is an independent investment firm specialising in multi asset investment management”

Source: RevenueBase Database · checked Sep 13, 2026
21Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-101 contacts →

Indirect evidence

“Lijaro Asset Management is an asset management firm based in London.”

Source: RevenueBase Database · checked Sep 13, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 13, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 13, 2026

Showing 22 of 52 portfolio accounting firms based in London, United Kingdom

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Portfolio accounting firms based in London, United Kingdom at a glance

As of Sep 13, 2026
47.9%Verified-email coverage
8.3%Mobile-number coverage
6.3Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · London
Sep 13, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
15
51-200
3
201-500
2
1,001-5,000
2

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

Company record updated

Median 65.0d

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 London, 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 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, 156 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 13, 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 in the United Kingdom

  • 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 London, United Kingdom?

RevenueBase identified 52 portfolio accounting firms 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?

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 156 verified decision-maker contacts tracked across these 52 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 13, 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.