Company lists · Data refreshed September 2026

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

RevenueBase identified 103 portfolio optimization software companies headquartered in London, United Kingdom as of September 2026 and tracks 1,276 professional contacts across them, including 705 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers portfolio optimization 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 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
103Companies
1,276Contacts tracked
705Verified emails
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The 25 largest portfolio optimization software companies based in London, United Kingdom

Ranked by team size
Top 25 of 103 portfolio optimization software companies 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 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLondon, United KingdomHQ checked Sep 29, 2026201-500208 contacts →

Indirect evidence

“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261,001-5,000208 contacts →

Indirect evidence

“We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202651-200114 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 29, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202651-20088 contacts →

Indirect evidence

“Timeline is the integrated ecosystem built for modern financial advisers.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceLondon, United KingdomHQ checked Sep 29, 2026201-50053 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 29, 2026
6Strong evidenceLondon, United KingdomHQ checked Sep 29, 202611-5037 contacts →

Strong evidence

“Established Provider of Hedge Fund Portfolio Management Software.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5035 contacts →

Indirect evidence

“We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout…”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5028 contacts →

Indirect evidence

“Huguenots creates powerful automated investment reporting for the fund management industry.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceLondon, United KingdomHQ checked Sep 29, 202651-20021 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 29, 2026
10Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-5011 contacts →

Indirect evidence

“Welcome to CloudAttribution: a disruptive new solution for investment performance reporting.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-109 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 29, 2026
12Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202651-2009 contacts →

Indirect evidence

“Equipos is now SimCorp.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial 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
14Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Room Zero is a software firm for the buy-side.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“The SaaS Platform for Investment Management and Product Design.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“Empowering professional investors with innovative trading solutions and exceptional value.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“Ryedale delivers a cloud-based, full-service IT platform for serious investment businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“At Global Valuation, we believe in making risk and pricing analytics accessible, easy to use, and fast to compute.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect 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
20Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

“PureGroup is a UK-based financial technology business, established in 2013, focused on delivering sales optimisation for global asset managers.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Dashro was created to provide bespoke IT development solutions for Wealth, Fund and Asset Management institutions servicing small to medium-sized finance companies who believe…”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Delivering an automated solution using Data Science for the management of investment guidelines for Investment Managers, Global Custodians, Management Companies and Institutional…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 103 portfolio optimization software companies based in London, United Kingdom

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

As of Sep 29, 2026
55.3%Verified-email coverage
12.4Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
62
11-50
30
51-200
8
201-500
2
1,001-5,000
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 103 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 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 optimization 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 optimization 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 optimization 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, 705 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 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 optimization software companies are there based in London, United Kingdom?

RevenueBase identified 103 portfolio optimization 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?

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

Which city in the United Kingdom has the most portfolio optimization software companies?

London leads the United Kingdom with 103 headquartered companies, followed by Birmingham (2) and Bristol (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 705 verified decision-maker contacts tracked across these 103 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.