Company lists · Data refreshed September 2026
Top 25 Portfolio analysis companies based in the United Kingdom
RevenueBase identified 232 company matches for portfolio analysis companies associated with the United Kingdom as of September 2026 and tracks 6,607 professional contacts across them, including 2,882 with verified work emails. London is the largest hub.
This list covers company matches for portfolio analysis companies 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 20, 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 analysis companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,009 contacts → | ||||
Exact match “Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 149 contacts → | ||||
Exact match “Coremont provides complete support of the investment management lifecycle.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 96 contacts → | ||||
Exact match “At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 48 contacts → | ||||
Exact match “Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 37 contacts → | ||||
Exact match “We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 31 contacts → | ||||
Exact match “Sun Global Investments Limited is an investment advisory firm providing full scope of services to Institutional Investors, Family offices, Corporate Clients and High Net Worth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 29 contacts → | ||||
Exact match “Verso Investment Management Service comprises two elements.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “Investment skill exists, see how your Managers rank against our peer group and how we work with our Clients to help them improve their process.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match “Chartered Financial Planning Business” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “As of 1 July 2026, Spire Partners is no longer operating as a standalone business and has been acquired by Macquarie Asset Management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “Williams Investment Management LLP was established to provide traditional investment management services in an open and friendly style, whilst maintaining the highest professional…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 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 20, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “CAMRADATA, established in 2003, provides institutional investors, including pension funds, insurers and consultants, with data and analysis to research and report on their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Trident is an independent, boutique, financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match “We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Equipos is now SimCorp.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Established in 2002, BGB Weston is actively operating in the financial services sector offering investment management and financial advisory solutions for both institutional and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “CROSSING POINT INVESTMENT MANAGEMENT LIMITED is a financial services company based out of Suite1, 2nd Floor, Urban Village, 220 High Street, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “DEL VIGNA DOBSON LIMITED is an investment management company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 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 20, 2026 · View company records in RevenueBase | |||||
| 25 | 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 20, 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 analysis companies”. 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 232 portfolio analysis companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 2,882 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio analysis companies based in the United Kingdom at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 232 companies.
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 analysis companies” 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 2,882 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 20, 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.
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 analysis companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio analysis companies are there based in the United Kingdom?
RevenueBase identified 232 company matches for portfolio analysis companies 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?
Acuity Knowledge Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio analysis companies?
London leads with 119 company records, followed by Edinburgh (7) and Bristol (3).
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 2,882 professional contacts with verified work emails tracked across these 232 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 232 portfolio analysis companies based in the United Kingdom. Start with a free account, no credit card.
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- Portfolio analysis companies based in San Francisco, United States
- Portfolio analysis companies based in Argentina
- Portfolio analysis companies based in Australia
- Portfolio analysis companies based in Brazil
- Portfolio analysis companies based in Canada
- Portfolio analysis companies based in France
- Portfolio analysis companies based in Germany
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 analysis companies based in Mumbai, India
- Portfolio analysis companies based in Pune, India
- Portfolio analysis companies based in Boston, United States
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Company intelligence · public preview
Top 25 portfolio analysis companies 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 232 matching company records for portfolio analysis companies based in the United Kingdom, with 6,607 tracked contacts and 2,882 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 20, 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 analysis companies 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 | Acuity Knowledge Partnersacuitykp.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 5,009 contacts → |
“Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Coremontcoremont.comHQ: West End, United KingdomReported employees: 201-500 | West End, United Kingdom | 201-500 | Exact match | 149 contacts → |
“Coremont provides complete support of the investment management lifecycle.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Columbia Threadneedle Investments Emea Apaccolumbiathreadneedle.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 96 contacts → |
“At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Murdoch Asset Managementmurdochasset.co.uk HQ: Alton, United KingdomReported employees: 51-200 | Alton, United Kingdom | 51-200 | Exact match | 48 contacts → |
“Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bowmore Wealth Groupbowmorewealth.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 37 contacts → |
“We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  SUN Global Investments Limitedsunglobal.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Sun Global Investments Limited is an investment advisory firm providing full scope of services to Institutional Investors, Family offices, Corporate Clients and High Net Worth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Tricio Investment Advisors LTDtricio-advisors.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 22 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  Inalyticsinalytics.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Investment skill exists, see how your Managers rank against our peer group and how we work with our Clients to help them improve their process.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Sutherland Independentsutherlandindependent.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Spire Partnersspirellp.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“As of 1 July 2026, Spire Partners is no longer operating as a standalone business and has been acquired by Macquarie Asset Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Williams Investment Managementwilliams-im.com HQ: Harrrogate, United KingdomReported employees: 11-50 | Harrrogate, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Williams Investment Management LLP was established to provide traditional investment management services in an open and friendly style, whilst maintaining the highest professional…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | IM Asset Management Limitedimassetmanagement.com HQ: Sheffield, United KingdomReported employees: 11-50 | Sheffield, United Kingdom | 11-50 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Camradatacamradata.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“CAMRADATA, established in 2003, provides institutional investors, including pension funds, insurers and consultants, with data and analysis to research and report on their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Trident Financial Planning LTDtridentfp.co.uk HQ: Wokingham, United KingdomReported employees: 1-10 | Wokingham, United Kingdom | 1-10 | Exact match | 10 contacts → |
“Trident is an independent, boutique, financial planning and wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Clearwater Analytics, LTDclearwater-analytics.com HQ: Egham, United KingdomReported employees: 501-1,000 | Egham, United Kingdom | 501-1,000 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | EXE Capital Managementexecapman.com HQ: Exeter, United KingdomReported employees: 1-10 | Exeter, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  BGB Weston LTDbgbweston.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Established in 2002, BGB Weston is actively operating in the financial services sector offering investment management and financial advisory solutions for both institutional and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Crossing Point Investment Managementcrossingpoint.co.uk HQ: Swansea, United KingdomReported employees: 1-10 | Swansea, United Kingdom | 1-10 | Exact match | 8 contacts → |
“CROSSING POINT INVESTMENT MANAGEMENT LIMITED is a financial services company based out of Suite1, 2nd Floor, Urban Village, 220 High Street, SWANSEA, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  DEL Vigna Dobson LTDdelvigna.comHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 8 contacts → |
“DEL VIGNA DOBSON LIMITED is an investment management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 232 company matches
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Portfolio analysis companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
229 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 232 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 ↗
Questions about this company list
What does Exact match mean for portfolio analysis companies?
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 analysis companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 232 matching company records, 6,607 tracked contacts and 2,882 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 20, 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 analysis companies by geography
- Portfolio analysis companies based in Mumbai, India
- Portfolio analysis companies based in Pune, India
- Portfolio analysis companies based in Boston, United States
- Portfolio analysis companies based in Chicago, United States
- Portfolio analysis companies based in New York, United States
- Portfolio analysis companies based in San Francisco, United States
- Portfolio analysis companies based in Argentina
- Portfolio analysis companies based in Australia
- Portfolio analysis companies based in Brazil
- Portfolio analysis companies based in Canada
- Portfolio analysis companies based in France
- Portfolio analysis companies based in Germany
Cite this list
RevenueBase Data Team. Top 25 portfolio analysis companies based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-analysis-companies/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 analysis companies based in Mumbai, India
- Portfolio analysis companies based in Pune, India
- Portfolio analysis companies based in Boston, United States
- Portfolio analysis companies based in Chicago, United States
- Portfolio analysis companies based in New York, United States
- Portfolio analysis companies based in San Francisco, United States
Company intelligence · public preview
Top 25 portfolio analysis companies based in the United Kingdom
RevenueBase records 232 matching company records for portfolio analysis companies based in the United Kingdom, with 6,607 tracked contacts and 2,882 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 20, 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 analysis companies 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 | Acuity Knowledge Partnersacuitykp.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 5,009 contacts → |
“Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Coremontcoremont.com HQ: West End, United KingdomReported employees: 201-500 | West End, United Kingdom | 201-500 | Exact match | 149 contacts → |
“Coremont provides complete support of the investment management lifecycle.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Columbia Threadneedle Investments Emea Apaccolumbiathreadneedle.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 96 contacts → |
“At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Murdoch Asset Managementmurdochasset.co.uk HQ: Alton, United KingdomReported employees: 51-200 | Alton, United Kingdom | 51-200 | Exact match | 48 contacts → |
“Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bowmore Wealth Groupbowmorewealth.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 37 contacts → |
“We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SUN Global Investments Limitedsunglobal.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Sun Global Investments Limited is an investment advisory firm providing full scope of services to Institutional Investors, Family offices, Corporate Clients and High Net Worth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tricio Investment Advisors LTDtricio-advisors.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 22 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Inalyticsinalytics.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Investment skill exists, see how your Managers rank against our peer group and how we work with our Clients to help them improve their process.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sutherland Independentsutherlandindependent.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 18 contacts → |
“Chartered Financial Planning Business” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Spire Partnersspirellp.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“As of 1 July 2026, Spire Partners is no longer operating as a standalone business and has been acquired by Macquarie Asset Management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Williams Investment Managementwilliams-im.com HQ: Harrrogate, United KingdomReported employees: 11-50 | Harrrogate, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Williams Investment Management LLP was established to provide traditional investment management services in an open and friendly style, whilst maintaining the highest professional…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | IM Asset Management Limitedimassetmanagement.com HQ: Sheffield, United KingdomReported employees: 11-50 | Sheffield, United Kingdom | 11-50 | Exact match | 12 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Camradatacamradata.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“CAMRADATA, established in 2003, provides institutional investors, including pension funds, insurers and consultants, with data and analysis to research and report on their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Trident Financial Planning LTDtridentfp.co.uk HQ: Wokingham, United KingdomReported employees: 1-10 | Wokingham, United Kingdom | 1-10 | Exact match | 10 contacts → |
“Trident is an independent, boutique, financial planning and wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Clearwater Analytics, LTDclearwater-analytics.com HQ: Egham, United KingdomReported employees: 501-1,000 | Egham, United Kingdom | 501-1,000 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | EXE Capital Managementexecapman.com HQ: Exeter, United KingdomReported employees: 1-10 | Exeter, United Kingdom | 1-10 | Exact match | 9 contacts → |
“We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BGB Weston LTDbgbweston.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Established in 2002, BGB Weston is actively operating in the financial services sector offering investment management and financial advisory solutions for both institutional and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Crossing Point Investment Managementcrossingpoint.co.uk HQ: Swansea, United KingdomReported employees: 1-10 | Swansea, United Kingdom | 1-10 | Exact match | 8 contacts → |
“CROSSING POINT INVESTMENT MANAGEMENT LIMITED is a financial services company based out of Suite1, 2nd Floor, Urban Village, 220 High Street, SWANSEA, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | DEL Vigna Dobson LTDdelvigna.com HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 8 contacts → |
“DEL VIGNA DOBSON LIMITED is an investment management company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 232 company matches
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Portfolio analysis companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
229 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 232 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 ↗
Questions about this company list
What does Exact match mean for portfolio analysis companies?
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 analysis companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 232 matching company records, 6,607 tracked contacts and 2,882 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 20, 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 analysis companies based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-analysis-companies/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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