Company lists · Data refreshed September 2026

Top 25 Portfolio management software companies based in the United Kingdom

Name: Portfolio management software companies based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 174 companies tracked

RevenueBase identified 174 portfolio management software companies headquartered in the United Kingdom as of September 2026 and tracks 3,067 professional contacts across them, including 1,577 with verified work emails and 246 with mobile numbers. London is the largest hub.

This list covers portfolio management 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, how directly it supports the match, and when it was last checked. 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

174Companies

3,067Contacts tracked

1,577Verified emails

246Mobile numbers

Explore all 174 companies → Free signup · no credit card · 500 free credits

The 25 largest portfolio management software companies based in the United Kingdom

Ranked by team size

Top 25 of 174 portfolio management software companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio management software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	IntellifloPartial evidence	Wimbledon, United KingdomHQ checked Sep 5, 2026	201-500	485
	“intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: company website · checked Sep 5, 2026
2	7imPartial evidence	London, United KingdomHQ checked Sep 5, 2026	201-500	403
	“Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: company website · checked Sep 5, 2026
3	Lseg ToraPartial evidence	London, United KingdomHQ checked Sep 5, 2026	201-500	249
	“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: company website · checked Sep 5, 2026
4	CoremontPartial evidence	West End, United KingdomHQ checked Sep 5, 2026	201-500	149
	“Coremont provides complete support of the investment management lifecycle.” Source: company website · checked Sep 5, 2026
5	LandytechIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	51-200	114
	“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Source: company website · checked Sep 5, 2026
6	TimelineIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	51-200	88
	“Timeline is the integrated ecosystem built for modern financial advisers.” Source: company website · checked Sep 5, 2026
7	EVPartial evidence	Newbury Business Park, United KingdomHQ checked Sep 5, 2026	51-200	86
	“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: company website · checked Sep 5, 2026
8	Dunstan Thomas DTIndirect evidence	Portsmouth, United KingdomHQ checked Sep 5, 2026	51-200	70
	“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: company website · checked Sep 5, 2026
9	SingletrackIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	51-200	70
	“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Source: company website · checked Sep 5, 2026
10	Curo By Time4adviceIndirect evidence	Norwich, United KingdomHQ checked Sep 5, 2026	11-50	55
	“We’re out to disrupt financial planning technology.” Source: company website · checked Sep 5, 2026
11	ArabesqueStrong evidence	London, United KingdomHQ checked Sep 5, 2026	201-500	53
	“Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Source: company website · checked Sep 5, 2026
12	Bite InvestmentsPartial evidence	London, United KingdomHQ checked Sep 5, 2026	51-200	46
	“Bite Investments is a global financial technology company, providing software-as-a-service (SaaS) to digitalise alternatives investments in a seamless end-to-end investment…” Source: company website · checked Sep 5, 2026
13	AllocatorPartial evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	41
	“Allocator is a data and software-as-a-service company, providing integrated data and software solutions to the alternative investments industry.” Source: company website · checked Sep 5, 2026
14	Arbor Financial SystemsStrong evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	37
	“Established Provider of Hedge Fund Portfolio Management Software.” Source: company website · checked Sep 5, 2026
15	AtominvestIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	36
	“We provide next generation technology systems for asset managers.” Source: company website · checked Sep 5, 2026
16	InstinctIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	35
	“Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Source: company website · checked Sep 5, 2026
17	Huguenot Services LimitedPartial evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	28
	“Huguenots creates powerful automated investment reporting for the fund management industry.” Source: company website · checked Sep 5, 2026
18	CommcisePartial evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	24
	“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: company website · checked Sep 5, 2026
19	QuadraPartial evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	24
	“Quadra.trade is a purpose-built software platform designed for hedge funds and institutional investors operating in digital asset markets.” Source: company website · checked Sep 5, 2026
20	SynapticPartial evidence	London, United KingdomHQ checked Sep 5, 2026	51-200	23
	“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: company website · checked Sep 5, 2026
21	Tricio Investment Advisors LTDIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	1-10	22
	Source: company website · checked Sep 5, 2026
22	AlternativesoftPartial evidence	London, United KingdomHQ checked Sep 5, 2026	51-200	21
	“AlternativeSoft is the award-winning fund analytics platform used by institutional allocators to research managers, conduct due diligence, construct portfolios and report to…” Source: company website · checked Sep 5, 2026
23	InalyticsIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	19
	“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: company website · checked Sep 5, 2026
24	Maia Technology LimitedIndirect evidence	London, United KingdomHQ checked Sep 5, 2026	11-50	17
	“MAIA is tailor-made for today’s ambitious asset manager or hedge fund.” Source: company website · checked Sep 5, 2026
25	Pimss Data Systems LimitedStrong evidence	Sale, United KingdomHQ checked Sep 5, 2026	11-50	16
	“PIMSS Data Systems Ltd was one of the first providers of Asset Management software to the sector, the first to offer a web based asset management product and the first to offer…” Source: company website · checked Sep 5, 2026

Showing 25 of 174 portfolio management software companies based in the United Kingdom

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Portfolio management software companies based in the United Kingdom at a glance

As of Sep 5, 2026

1-10Median size (employees)

LondonLargest hub · 106 HQs

246Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

Verified emails by last verification

0–30

1,475

31–60

61–90

90–180

180+

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 management software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 management software companies”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among portfolio management 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 an evidence 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, 1,577 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 5, 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 management software companies by metro

Portfolio management software companies in London106

Frequently asked

How many portfolio management software companies are there based in the United Kingdom?

RevenueBase identified 174 portfolio management 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?

Intelliflo, headquartered in Wimbledon, tops this list with the largest team on record.

Which city has the most portfolio management software companies?

London leads with 106 headquartered companies, followed by Edinburgh (3) and Birmingham (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 1,577 verified decision-maker contacts tracked across these 174 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 5, 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 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.