Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in the United Kingdom

Name: Portfolio optimization 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 20, 2026 279 companies tracked

RevenueBase identified 279 portfolio optimization companies headquartered in the United Kingdom as of September 2026 and tracks 6,584 professional contacts across them, including 3,254 with verified work emails. London is the largest hub.

This list covers portfolio optimization 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

279Companies

6,584Contacts tracked

3,254Verified emails

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The 25 largest portfolio optimization companies based in the United Kingdom

Ranked by team size

Top 25 of 279 portfolio optimization 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 optimization 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	Janus Henderson Investors	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	3,000 contacts →
	Indirect evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 20, 2026
2	Intelliflo	Indirect evidence	Wimbledon, United KingdomHQ checked Sep 20, 2026	201-500	485 contacts →
	Indirect evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 20, 2026
3	7im	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	403 contacts →
	Indirect 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 20, 2026
4	Lseg Tora	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	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 20, 2026
5	Origen Financial Services	Indirect evidence	Farnborough, United KingdomHQ checked Sep 20, 2026	51-200	165 contacts →
	Indirect evidence “Origen Financial Services is one of the UK’s leading financial advisers.” Source: RevenueBase Database · checked Sep 20, 2026
6	Coremont	Indirect evidence	West End, United KingdomHQ checked Sep 20, 2026	201-500	149 contacts →
	Indirect evidence “Coremont provides complete support of the investment management lifecycle.” Source: RevenueBase Database · checked Sep 20, 2026
7	Landytech	Indirect evidence	London, United KingdomHQ checked Sep 20, 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 20, 2026
8	Timeline	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	88 contacts →
	Indirect evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 20, 2026
9	EV	Indirect evidence	Newbury Business Park, United KingdomHQ checked Sep 20, 2026	51-200	86 contacts →
	Indirect evidence “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: RevenueBase Database · checked Sep 20, 2026
10	Greystone Financial Services	Indirect evidence	Scott Drive, United KingdomHQ checked Sep 20, 2026	51-200	75 contacts →
	Indirect evidence “Established in 1989, we have become one of the largest, most highly regarded firms of Financial Advisers in the UK.” Source: RevenueBase Database · checked Sep 20, 2026
11	Dunstan Thomas DT	Indirect evidence	Portsmouth, United KingdomHQ checked Sep 20, 2026	51-200	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 20, 2026
12	Curo By Time4advice	Indirect evidence	Norwich, United KingdomHQ checked Sep 20, 2026	11-50	55 contacts →
	Indirect evidence “We’re out to disrupt financial planning technology.” Source: RevenueBase Database · checked Sep 20, 2026
13	Arabesque	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	53 contacts →
	Partial 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 20, 2026
14	Heath Crawford	Indirect evidence	Watford, United KingdomHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “At Heath Crawford we believe that every business and individual can benefit from having proactive, expert and personalised insurance and investment advice.” Source: RevenueBase Database · checked Sep 20, 2026
15	Lifetime Wealth Management LTD	Indirect evidence	St. Albans, United KingdomHQ checked Sep 20, 2026	51-200	34 contacts →
	Indirect evidence “We are experts in financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
16	Compass Wealth Management Consultants LTD	Indirect evidence	Waterlooville, United KingdomHQ checked Sep 20, 2026	51-200	33 contacts →
	Indirect evidence “Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers From a modest beginning in 2001 Compass has become one of the most…” Source: RevenueBase Database · checked Sep 20, 2026
17	SUN Global Investments Limited	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	31 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
18	Huguenot Services Limited	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “Huguenots creates powerful automated investment reporting for the fund management industry.” Source: RevenueBase Database · checked Sep 20, 2026
19	Synaptic	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	23 contacts →
	Indirect 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 20, 2026
20	Tricio Investment Advisors LTD	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1-10	22 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
21	Alternativesoft	Partial evidence	London, United KingdomHQ checked Sep 20, 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 20, 2026
22	Inalytics	Indirect evidence	London, United KingdomHQ checked Sep 20, 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 20, 2026
23	Five Sigma Finance	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Five Sigma is a London-based tech-driven company bringing innovative solutions to the fixed income marketplace.” Source: RevenueBase Database · checked Sep 20, 2026
24	Chadwicks Wealth Management	Indirect evidence	Norwich, United KingdomHQ checked Sep 20, 2026	1-10	18 contacts →
	Indirect evidence “A refreshingly different approach to financial advice – a real interest in what drives you and your business.” Source: RevenueBase Database · checked Sep 20, 2026
25	Fundhouse UK	Indirect evidence	London, United KingdomHQ checked Sep 20, 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 20, 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 optimization 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 optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization 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 279 portfolio optimization companies based in the United Kingdom

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Portfolio optimization companies based in the United Kingdom at a glance

As of Sep 20, 2026

49.4%Verified-email coverage

23.6Average contacts per company

1-10Median size (employees)

59.1%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

170

11-50

51-200

201-500

501-1,000

1,001-5,000

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 279 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 optimization 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 optimization 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 optimization 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 optimization 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, 3,254 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 optimization companies by metro

Portfolio optimization companies in London165

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 optimization 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 optimization companies are there based in the United Kingdom?

RevenueBase identified 279 portfolio optimization 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?

Janus Henderson Investors, headquartered in London, tops this list with the largest team on record.

Which city has the most portfolio optimization companies?

London leads with 165 headquartered companies, followed by West End (4) 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 3,254 verified decision-maker contacts tracked across these 279 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.