Company lists · Data refreshed September 2026

Top 25 Portfolio analysis companies based in the United Kingdom

RevenueBase identified 232 portfolio analysis companies headquartered in 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 portfolio analysis companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 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 20, 2026 86% judged on-target in blind review
232Companies
6,607Contacts tracked
2,882Verified emails
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The 25 largest portfolio analysis companies based in the United Kingdom

Ranked by team size
Top 25 of 232 portfolio analysis companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analysis companies: 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
1Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20265,001-10,0005,009 contacts →

Indirect evidence

“Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceWest End, United KingdomHQ checked Sep 20, 2026201-500149 contacts →

Indirect evidence

“Coremont provides complete support of the investment management lifecycle.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,00096 contacts →

Indirect evidence

“At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceAlton, United KingdomHQ checked Sep 20, 202651-20048 contacts →

Indirect evidence

“Murdoch Asset Management is a large regional IFA, currently managing in excess of £700 million of assets for our private client base.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202611-5037 contacts →

Indirect evidence

“We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202611-5031 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202611-5029 contacts →

Indirect evidence

“Verso Investment Management Service comprises two elements.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261-1022 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202611-5019 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceEdinburgh, United KingdomHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“Chartered Financial Planning Business”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“As of 1 July 2026, Spire Partners is no longer operating as a standalone business and has been acquired by Macquarie Asset Management.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceBirmingham, United KingdomHQ checked Sep 20, 20261-1014 contacts →

Partial evidence

“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceHarrrogate, United KingdomHQ checked Sep 20, 202611-5013 contacts →

Indirect evidence

“Williams Investment Management LLP was established to provide traditional investment management services in an open and friendly style, whilst maintaining the highest professional…”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceSheffield, United KingdomHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceLondon, United KingdomHQ checked Sep 20, 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 20, 2026
16Partial evidenceLondon, United KingdomHQ checked Sep 20, 202611-5011 contacts →

Partial evidence

“CAMRADATA, established in 2003, provides institutional investors, including pension funds, insurers and consultants, with data and analysis to research and report on their…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceWokingham, United KingdomHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“Trident is an independent, boutique, financial planning and wealth management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceEgham, United KingdomHQ checked Sep 20, 2026501-1,00010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceExeter, United KingdomHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“We established EXE Capital Management in response to the growing industry trend of standardised, risk-graded portfolios that fail to meet individual client needs.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202651-2009 contacts →

Indirect evidence

“Equipos is now SimCorp.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202611-508 contacts →

Indirect evidence

“Established in 2002, BGB Weston is actively operating in the financial services sector offering investment management and financial advisory solutions for both institutional and…”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceSwansea, United KingdomHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“CROSSING POINT INVESTMENT MANAGEMENT LIMITED is a financial services company based out of Suite1, 2nd Floor, Urban Village, 220 High Street, SWANSEA, United Kingdom.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceManchester, United KingdomHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“DEL VIGNA DOBSON LIMITED is an investment management company.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceGlasgow, United KingdomHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“VWM Wealth was established in 2002 in order to provide the very highest level of service in the profession, and is wholly owned by its directors.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 20, 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 20, 2026

Showing 25 of 232 portfolio analysis companies based in the United Kingdom

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Portfolio analysis companies based in the United Kingdom at a glance

As of Sep 20, 2026
43.6%Verified-email coverage
28.5Average contacts per company
1-10Median size (employees)
51.3%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
148
11-50
59
51-200
10
201-500
6
501-1,000
2
1,001-5,000
1
5,001-10,000
1
10001+
2

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio analysis companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “portfolio analysis companies”. 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 analysis companies), 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 analysis companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,882 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 20, 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 analysis companies by metro

  • Portfolio analysis companies in London119

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 analysis companies, 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 analysis companies are there based in the United Kingdom?

RevenueBase identified 232 portfolio analysis companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Acuity Knowledge Partners, headquartered in London, tops this list with the largest team on record.

Which city has the most portfolio analysis companies?

London leads with 119 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,882 verified decision-maker contacts tracked across these 232 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 20, 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.