Company lists · Data refreshed November 2026
Top 15 Portfolio optimization consultants based in the United Kingdom
RevenueBase identified 385 company matches for portfolio optimization consultants associated with the United Kingdom as of November 2026 and tracks 15,880 professional contacts across them, including 7,541 with verified work emails. London is the largest hub.
This list covers company matches for portfolio optimization consultants associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 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.
The 15 largest portfolio optimization consultants based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 451 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 234 contacts → | ||||
Exact match “iSAM is comprised of iSAM Funds and iSAM Securities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 184 contacts → | ||||
Exact match “T.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 122 contacts → | ||||
Exact match “Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 77 contacts → | ||||
Exact match “Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for private clients…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 75 contacts → | ||||
Exact match “Murano was established to provide a personal, bespoke service to identify specific investors for our client's funds.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 54 contacts → | ||||
Exact match “At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 40 contacts → | ||||
Exact match “OxFORD Asset Management is a quantitative research and technology company investing in global financial markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 39 contacts → | ||||
Exact match “Henderson Rowe is a UK-based investment manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 34 contacts → | ||||
Exact match “Verso Investment Management Service comprises two elements.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 30 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 30 contacts → | ||||
Exact match “Founded in 2001 by a team of professionals specialised in capital markets and asset management, Method currently employs 30+ associates globally, with offices in London and Milan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 28 contacts → | ||||
Exact match “Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “Fensham Howes Limited was established with a single purpose: to help our clients achieve their life financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 23 contacts → | ||||
Exact match “Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio optimization consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 15 of 385 portfolio optimization consultants based in the United Kingdom
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Portfolio optimization consultants based in the United Kingdom at a glance
As of Nov 6, 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 385 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with the United Kingdom whose business descriptions match “portfolio optimization consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 7,541 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Portfolio optimization consultants by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio optimization consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization consultants are there based in the United Kingdom?
RevenueBase identified 385 company matches for portfolio optimization consultants associated with the United Kingdom as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
7im tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio optimization consultants?
London leads with 260 company records, followed by Birmingham (4) and Cambridge (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 7,541 professional contacts with verified work emails tracked across these 385 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 385 portfolio optimization consultants based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Portfolio optimization consultants by geography
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
- Portfolio optimization consultants based in Frankfurt, Germany
- Portfolio optimization consultants based in Hong Kong, Hong Kong
- Portfolio optimization consultants based in Bangalore, India
- Portfolio optimization consultants based in Mumbai, India
- Portfolio optimization consultants based in New Delhi, India
- Portfolio optimization consultants based in Pune, India
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.
More company lists
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- New lists
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
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- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
Company intelligence · public preview
Top 15 portfolio optimization consultants based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 385 matching company records for portfolio optimization consultants based in the United Kingdom, with 15,880 tracked contacts and 7,541 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 15 portfolio optimization consultants based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  7im7im.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ISAMisam.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 234 contacts → |
“iSAM is comprised of iSAM Funds and iSAM Securities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  T. Rowe Price UKtroweprice.comHQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 184 contacts → |
“T.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Landytechlandytech.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 122 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Waverton Investment Managementwaverton.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 77 contacts → |
“Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for private clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Muranomuranoconnect.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 75 contacts → |
“Murano was established to provide a personal, bespoke service to identify specific investors for our client's funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Columbia Threadneedle Investments Emea Apaccolumbiathreadneedle.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 54 contacts → |
“At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Oxford Asset Management LLPoxam.comHQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 40 contacts → |
“OxFORD Asset Management is a quantitative research and technology company investing in global financial markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Henderson Rowehendersonrowe.comHQ: Mayfair, United KingdomReported employees: 11-50 | Mayfair, United Kingdom | 11-50 | Exact match | 39 contacts → |
“Henderson Rowe is a UK-based investment manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Verso Investment Management LLPversoim.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Verso Investment Management Service comprises two elements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  SUN Global Investments Limitedsunglobal.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Method Investments & Advisory LTDmethodinv.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Founded in 2001 by a team of professionals specialised in capital markets and asset management, Method currently employs 30+ associates globally, with offices in London and Milan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Blue SKY Financial Planningblueskyfp.co.ukHQ: Poole, United KingdomReported employees: 11-50 | Poole, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fensham Howesfenshamhowes.comHQ: Wetherby, United KingdomReported employees: 11-50 | Wetherby, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Fensham Howes Limited was established with a single purpose: to help our clients achieve their life financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Sparrows Capital Limitedsparrowscapital.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 385 company matches
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Portfolio optimization consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
380 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 385 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio optimization consultants by metro
Questions about this company list
What does Exact match mean for portfolio optimization consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consultants did RevenueBase find based in the United Kingdom?
The saved snapshot records 385 matching company records, 15,880 tracked contacts and 7,541 verified emails. The public preview displays 15 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio optimization consultants by geography
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
- Portfolio optimization consultants based in Frankfurt, Germany
- Portfolio optimization consultants based in Hong Kong, Hong Kong
- Portfolio optimization consultants based in Bangalore, India
- Portfolio optimization consultants based in Mumbai, India
- Portfolio optimization consultants based in New Delhi, India
- Portfolio optimization consultants based in Pune, India
Cite this list
RevenueBase Data Team. Top 15 portfolio optimization consultants based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-optimization-consultants/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
Company intelligence · public preview
Top 15 portfolio optimization consultants based in the United Kingdom
RevenueBase records 385 matching company records for portfolio optimization consultants based in the United Kingdom, with 15,880 tracked contacts and 7,541 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 15 portfolio optimization consultants based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | 7im7im.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 451 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ISAMisam.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 234 contacts → |
“iSAM is comprised of iSAM Funds and iSAM Securities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | T. Rowe Price UKtroweprice.com HQ: London, United KingdomReported employees: 5,001-10,000 | London, United Kingdom | 5,001-10,000 | Exact match | 184 contacts → |
“T.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Landytechlandytech.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 122 contacts → |
“Landytech is on a mission to redefine how modern capital owners see, manage and govern their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Waverton Investment Managementwaverton.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 77 contacts → |
“Waverton is an award-winning investment management house dedicated to creating high-quality investment solutions and providing bespoke, personal service for private clients…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Muranomuranoconnect.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 75 contacts → |
“Murano was established to provide a personal, bespoke service to identify specific investors for our client's funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Columbia Threadneedle Investments Emea Apaccolumbiathreadneedle.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 54 contacts → |
“At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Oxford Asset Management LLPoxam.com HQ: Oxford, United KingdomReported employees: 11-50 | Oxford, United Kingdom | 11-50 | Exact match | 40 contacts → |
“OxFORD Asset Management is a quantitative research and technology company investing in global financial markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Henderson Rowehendersonrowe.com HQ: Mayfair, United KingdomReported employees: 11-50 | Mayfair, United Kingdom | 11-50 | Exact match | 39 contacts → |
“Henderson Rowe is a UK-based investment manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Verso Investment Management LLPversoim.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Verso Investment Management Service comprises two elements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SUN Global Investments Limitedsunglobal.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Method Investments & Advisory LTDmethodinv.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Founded in 2001 by a team of professionals specialised in capital markets and asset management, Method currently employs 30+ associates globally, with offices in London and Milan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Blue SKY Financial Planningblueskyfp.co.uk HQ: Poole, United KingdomReported employees: 11-50 | Poole, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Blue Sky Financial Planning are a company of independent financial advisers offering bespoke financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fensham Howesfenshamhowes.com HQ: Wetherby, United KingdomReported employees: 11-50 | Wetherby, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Fensham Howes Limited was established with a single purpose: to help our clients achieve their life financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Sparrows Capital Limitedsparrowscapital.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Sparrows Capital is a private investment firm servicing professional clients, including Financial Advisers, ultra-high net worth individuals and trusts, charities, endowments and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 15 of 385 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio optimization consultants: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
380 records in the displayed employee bands.
5 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 385 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio optimization consultants by metro
Questions about this company list
What does Exact match mean for portfolio optimization consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio optimization consultants did RevenueBase find based in the United Kingdom?
The saved snapshot records 385 matching company records, 15,880 tracked contacts and 7,541 verified emails. The public preview displays 15 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio optimization consultants by geography
- Portfolio optimization consultants based in Melbourne, Australia
- Portfolio optimization consultants based in Sydney, Australia
- Portfolio optimization consultants based in Rio De Janeiro, Brazil
- Portfolio optimization consultants based in Sao Paulo, Brazil
- Portfolio optimization consultants based in Toronto, Canada
- Portfolio optimization consultants based in Paris, France
- Portfolio optimization consultants based in Frankfurt, Germany
- Portfolio optimization consultants based in Hong Kong, Hong Kong
- Portfolio optimization consultants based in Bangalore, India
- Portfolio optimization consultants based in Mumbai, India
- Portfolio optimization consultants based in New Delhi, India
- Portfolio optimization consultants based in Pune, India
Cite this list
RevenueBase Data Team. Top 15 portfolio optimization consultants based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-optimization-consultants/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Portfolio optimization consultants based in Melbourne, Australia
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