Company lists · Data refreshed September 2026

Top 25 Portfolio management software companies based in London, United Kingdom

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

Compiled by the RevenueBase Data Team Data refreshed Sep 13, 2026 106 companies tracked

RevenueBase identified 106 portfolio management software companies headquartered in London, United Kingdom as of September 2026 and tracks 1,697 professional contacts across them, including 978 with verified work emails and 124 with mobile numbers. London is the largest hub.

This list covers portfolio management software companies 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

106Companies

1,697Contacts tracked

978Verified emails

124Mobile numbers

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The 25 largest portfolio management software companies based in London, United Kingdom

Ranked by team size

Top 25 of 106 portfolio management software companies 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 management software 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	7im	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	201-500	403 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 13, 2026
2	Lseg Tora	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	201-500	249 contacts →
	Partial 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 13, 2026
3	Landytech	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	51-200	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 13, 2026
4	Timeline	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	51-200	88 contacts →
	Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 13, 2026
5	Singletrack	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	51-200	70 contacts →
	Indirect evidence “Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Source: RevenueBase Database · checked Sep 13, 2026
6	Arabesque	Strong evidence	London, United KingdomHQ checked Sep 13, 2026	201-500	53 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 13, 2026
7	Bite Investments	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	51-200	46 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 13, 2026
8	Allocator	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	41 contacts →
	Partial evidence “Allocator is a data and software-as-a-service company, providing integrated data and software solutions to the alternative investments industry.” Source: RevenueBase Database · checked Sep 13, 2026
9	Arbor Financial Systems	Strong evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	37 contacts →
	Strong evidence “Established Provider of Hedge Fund Portfolio Management Software.” Source: RevenueBase Database · checked Sep 13, 2026
10	Atominvest	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	36 contacts →
	Indirect evidence “We provide next generation technology systems for asset managers.” Source: RevenueBase Database · checked Sep 13, 2026
11	Instinct	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	35 contacts →
	Indirect evidence “Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Source: RevenueBase Database · checked Sep 13, 2026
12	Huguenot Services Limited	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	28 contacts →
	Partial evidence “Huguenots creates powerful automated investment reporting for the fund management industry.” Source: RevenueBase Database · checked Sep 13, 2026
13	Commcise	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	24 contacts →
	Partial 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
14	Quadra	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	24 contacts →
	Partial evidence “Quadra.trade is a purpose-built software platform designed for hedge funds and institutional investors operating in digital asset markets.” Source: RevenueBase Database · checked Sep 13, 2026
15	Synaptic	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	51-200	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 13, 2026
16	Tricio Investment Advisors LTD	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	1-10	22 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 13, 2026
17	Alternativesoft	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	51-200	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 13, 2026
18	Inalytics	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	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 13, 2026
19	Maia Technology Limited	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	17 contacts →
	Indirect evidence “MAIA is tailor-made for today’s ambitious asset manager or hedge fund.” Source: RevenueBase Database · checked Sep 13, 2026
20	Fundhouse UK	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	16 contacts →
	Indirect evidence “Founded in 2007, Fundhouse is an independent, founder-led firm providing specialised investment services to our clients.” Source: RevenueBase Database · checked Sep 13, 2026
21	Copia Capital Management	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	14 contacts →
	Indirect evidence “We were established in 2013 by Wealthtime (formerly Novia Financial PLC) to provide outstanding investment services for advisers and their clients.” Source: RevenueBase Database · checked Sep 13, 2026
22	Cloudattribution	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	11 contacts →
	Indirect evidence “Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.” Source: RevenueBase Database · checked Sep 13, 2026
23	Tamarix Technologies	Strong evidence	London, United KingdomHQ checked Sep 13, 2026	1-10	11 contacts →
	Strong evidence “Automated data management and portfolio monitoring for private markets investors (LPs).” Source: RevenueBase Database · checked Sep 13, 2026
24	RIX Capital	Partial evidence	London, United KingdomHQ checked Sep 13, 2026	11-50	11 contacts →
	Partial evidence “Investment advisory and investment management firm focusing on venture capital, private equity, public equities and hedge funds.” Source: RevenueBase Database · checked Sep 13, 2026
25	Stradegy Investment Solutions	Indirect evidence	London, United KingdomHQ checked Sep 13, 2026	1-10	9 contacts →
	Indirect evidence “Stradegy is a London based Investment Solutions provider offering our clients access to the latest financial technologies, products and insight from across the world.” Source: RevenueBase Database · checked Sep 13, 2026

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 management 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 management software companies.
Partial evidence: Its own public description names part of portfolio management 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 management 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 106 portfolio management software companies based in London, United Kingdom

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Portfolio management software companies based in London, United Kingdom at a glance

As of Sep 13, 2026

57.6%Verified-email coverage

7.3%Mobile-number coverage

16.0Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · London

Sep 13, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

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

Email last verified

Median 16.0d

7550–30

21231–60

961–90

090–180

2180+

Company record updated

Median 65.0d

00–30

75031–60

67961–90

15690–180

112180+

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 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 management 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 management 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 management software companies, 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, 978 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 management software companies by metro in the United Kingdom

Portfolio management software companies in London106

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 management 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 management software companies are there based in London, United Kingdom?

RevenueBase identified 106 portfolio management software companies 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?

7im, headquartered in London, 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 978 verified decision-maker contacts tracked across these 106 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.