Company lists · Data refreshed September 2026
Top 25 Portfolio analysis software companies based in the United Kingdom
RevenueBase identified 75 portfolio analysis software companies headquartered in the United Kingdom as of September 2026 and tracks 1,115 professional contacts across them, including 602 with verified work emails. London is the largest hub.
This list covers portfolio analysis software 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 29, 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.
The 25 largest portfolio analysis software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 249 contacts → | ||||
Indirect evidence “LSEG TORA is a leading provider of advanced investment management technologies for global asset managers, hedge funds, proprietary trading firms and sell-side trading desks.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 149 contacts → | ||||
Indirect evidence “Coremont provides complete support of the investment management lifecycle.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 114 contacts → | ||||
Indirect evidence “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 88 contacts → | ||||
Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 70 contacts → | ||||
Indirect evidence “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 55 contacts → | ||||
Indirect evidence “We’re out to disrupt financial planning technology.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 37 contacts → | ||||
Strong evidence “Established Provider of Hedge Fund Portfolio Management Software.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 28 contacts → | ||||
Indirect evidence “Huguenots creates powerful automated investment reporting for the fund management industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 23 contacts → | ||||
Partial evidence “At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Partial evidence “AlternativeSoft is the award-winning fund analytics platform used by institutional allocators to research managers, conduct due diligence, construct portfolios and report to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 19 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 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 19 contacts → | ||||
Partial evidence “Welcome to Quantlogic Edge, the future of financial data analysis.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 contacts → | ||||
Partial evidence “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Indirect evidence “Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Partial evidence “FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Indirect evidence “Equipos is now SimCorp.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 contacts → | ||||
Partial evidence “Next generation Portfolio Management for Private Capital Markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Indirect evidence “The SaaS Platform for Investment Management and Product Design.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence “Mabel Insights is powered by DFM data.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Indirect evidence “At Global Valuation, we believe in making risk and pricing analytics accessible, easy to use, and fast to compute.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Partial evidence “Building on the success of Financial Canvas we have set up a separate page and all communication will go through that site* Bridging the gap between financial experts and software…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Indirect evidence “RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “Brown Armadillo Limited is a company of financial advisors and consultants with headquarters in Hong Kong, we started operation in 2007.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Strong evidence “Gebel is a software company specialised in market_data analysis.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio analysis software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names portfolio analysis software companies.
- Partial evidence
- Its own public description names part of portfolio analysis software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio analysis software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 75 portfolio analysis software companies based in the United Kingdom
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Portfolio analysis software companies based in the United Kingdom at a glance
As of Sep 29, 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 75 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 software 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 software 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 software 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 software 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, 602 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 29, 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 software companies by metro
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 software 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 software companies are there based in the United Kingdom?
RevenueBase identified 75 portfolio analysis software 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?
Lseg Tora, headquartered in London, tops this list with the largest team on record.
Which city has the most portfolio analysis software companies?
London leads with 48 headquartered companies, followed by Birmingham (2) and Edinburgh (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 602 verified decision-maker contacts tracked across these 75 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 29, 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.
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