Company lists · Data refreshed November 2026

Top 24 Portfolio optimization firms based in the United Kingdom

RevenueBase identified 81 company matches for portfolio optimization firms associated with the United Kingdom as of November 2026 and tracks 1,322 professional contacts across them, including 641 with verified work emails. London is the largest hub.

This list covers company matches for portfolio optimization firms 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
81Companies
1,322Contacts tracked
641Verified emails
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The 24 largest portfolio optimization firms based in the United Kingdom

Ranked by team size
Top 24 of 81 company matches for portfolio optimization firms based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Nov 6, 202651-200122 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
2Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5023 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
3Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Founded in 2007, Fundhouse is an independent, founder-led firm providing specialised investment services to our clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-1010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“Quantitative investment firm based in London.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Nov 6, 202651-20010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“OptiRisk Systems is a UK-based company with a global reach that provides products and services for Optimisation and Risk Management solutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-509 contacts →

Exact match

“CAMRADATA, established in 2003, provides institutional investors, including pension funds, insurers and consultants, with data and analysis to research and report on their…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchEgham, United KingdomHQ recorded Nov 6, 2026501-1,0008 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchBirmingham, United KingdomHQ recorded Nov 6, 20261-108 contacts →

Exact match

“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-505 contacts →

Exact match

“Credence Group is an independent investment research and portfolio analytics platform delivering board‑level insight on capital allocation, risk architecture and governance…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-505 contacts →

Exact match

“Brown Armadillo Limited is a company of financial advisors and consultants with headquarters in Hong Kong, we started operation in 2007.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-104 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Welcome to Nother – an independent model portfolio manager for forward-thinking advisers and their clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-503 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-103 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchUllenhall, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“MAIA Asset Management is a boutique investment company offering a range model portfolios actively managed by highly experienced, specialist investment managers to ensure optimum…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchBerkshire, United KingdomHQ recorded Nov 6, 202611-502 contacts →

Exact match

“Tavistock Asset Management manages over £1bn on behalf of clients through a competitively priced and wide ranging Investment Toolkit.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“At Protean Capital, our goal is to deliver innovation and value to clients while maintaining a clear focus on the risks taken.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“White Label Model Portfolio Services, including • Helping Wealth Managers run their own Model Portfolio Service • AI-Assisted ETF selection • Creating personalized portfolios for…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Portx helps fundamental hedge fund managers monetise their alpha and conviction more efficiently through proprietary optimisation and analytics technology, without requiring quant…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 24 of 81 portfolio optimization firms based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 641 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio optimization firms based in the United Kingdom at a glance

As of Nov 6, 2026
48.5%Verified-email coverage
16.3Average contacts per company
1-10Median size (employees)
81.5%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
24
51-200
3
201-500
2
501-1,000
2

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 81 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 firms” 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 641 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 firms 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio optimization firms are there based in the United Kingdom?

RevenueBase identified 81 company matches for portfolio optimization firms 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?

Landytech tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most portfolio optimization firms?

London leads with 66 company records, followed by Birmingham (2) and Ascot (1).

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 641 professional contacts with verified work emails tracked across these 81 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.

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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.