Company lists · Data refreshed September 2026

Top 25 Portfolio optimization consulting firms based in London, United Kingdom

RevenueBase identified 95 portfolio optimization consulting firms headquartered in London, United Kingdom as of September 2026 and tracks 1,369 professional contacts across them, including 690 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers portfolio optimization consulting firms 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
95Companies
1,369Contacts tracked
690Verified emails
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The 25 largest portfolio optimization consulting firms based in London, United Kingdom

Ranked by team size
Top 25 of 95 portfolio optimization consulting firms based in London, United Kingdom, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202610001+329 contacts →

Indirect evidence

“At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceLondon, United KingdomHQ checked Sep 29, 2026501-1,000281 contacts →

Partial evidence

“Phi Partners is a capital markets consulting firm specialised in quantitative and technology services.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 29, 2026201-500270 contacts →

Indirect evidence

“We are 4most: the go-to analytics consultancy for financial institutions who want to make better, data-driven decisions with confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5029 contacts →

Indirect evidence

“Verso Investment Management Service comprises two elements.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5019 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, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5018 contacts →

Indirect evidence

“FINPE delivers bottom-line financial results to financial services providers.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5015 contacts →

Indirect evidence

“Avida International helps asset managers and their institutional clients extract maximum value out of their organisations.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-1012 contacts →

Partial evidence

“PMCL Consulting has a dedicated focus on non-for-profit and public sectors, acknowledging their specific investment needs and understanding the complex dynamics of charity trustee…”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceLondon, United KingdomHQ checked Sep 29, 202651-20011 contacts →

Partial evidence

“Econophysica Ltd was founded in London on 21 August by Dr Oleg Soloviev to provide consulting services to the financial industry.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“Fowler Drew are fully-integrated financial planners and discretionary portfolio managers for individuals and families.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“With three core principles; Simplicity, Transparency and Security, our specialist team work with you to understand your objectives and aspirations.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Frost Consulting is a leading authority on global equity commission unbundling and related market structure/regulatory change.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 29, 202651-2005 contacts →

Partial evidence

“Gritseek Ventures is a network of partners and agents that work together to create value for its clients as a Data-Driven Financial Consulting Firm, a Startup Enabler, a Value…”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-505 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, 2026
15Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Gebel is a software company specialised in market_data analysis.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

“We are an investment advisory firm with $2.3 billion in assets under advisement originating from in-depth collaboration and partnership between experienced industry practitioners…”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-503 contacts →

Indirect evidence

“We are a team of like minded people, that live for data and the thrill of insight.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“At Novantigo, we equip the investment management and the wider financial services industry with expert research, advanced analytics and strategic consulting advice.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 29, 202611-503 contacts →

Partial evidence

“Ashford & Alesseea is a management consulting firm that provides unique market perspective and business intelligence, to equip our clients with the requisite knowledge to make…”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Zetta Capital is a private quantitative research and distribution company.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We are a team of experts in Artificial Intelligence, Computational Finance & Finance with more than 25 years trading experience each, having worked in Hedge funds, big…”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Alumni Advisors has been created with the purpose to provide expert guidance, strategic advice and implementation solutions to institutional investors, enabling them to optimise…”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Qarma Technology offers dynamic portfolio solutions that empower investors to redefine and enhance their investment decision-making process.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“At Quant Foundry we provide quantitative solutions to our finance and vendor clients and are expanding operations into multiple industrial sectors.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 95 portfolio optimization consulting firms based in London, United Kingdom

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Portfolio optimization consulting firms based in London, United Kingdom at a glance

As of Sep 29, 2026
50.4%Verified-email coverage
14.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
23
51-200
4
201-500
1
501-1,000
1
10001+
1

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 95 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 consulting firms, 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 optimization consulting firms”. 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 consulting firms), 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 consulting firms, 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, 690 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.

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 consulting firms, 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 consulting firms are there based in London, United Kingdom?

RevenueBase identified 95 portfolio optimization consulting firms 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?

Mercer UK, headquartered in London, tops this list with the largest team on record.

Which city in the United Kingdom has the most portfolio optimization consulting firms?

London leads the United Kingdom with 95 headquartered companies, followed by Bath (2) 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 690 verified decision-maker contacts tracked across these 95 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.