Company lists · Data refreshed September 2026
Top 25 Private client management software companies based in the United Kingdom
RevenueBase identified 53 company matches for private client management software companies associated with the United Kingdom as of September 2026 and tracks 1,134 professional contacts across them, including 497 with verified work emails. London is the largest hub.
This list covers company matches for private client management software companies 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 September 29, 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 25 largest private client management software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 275 contacts → | ||||
Exact match “Private client services for businesses and individuals” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 156 contacts → | ||||
Exact match “We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 155 contacts → | ||||
Exact match “It’s more about you than us, but here’s a little about us.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 86 contacts → | ||||
Exact match “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 70 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 70 contacts → | ||||
Exact match “Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 35 contacts → | ||||
Exact match “At Moneyinfo, we believe in working smarter, not harder.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 30 contacts → | ||||
Exact match “Edgefolio is connecting the hedge fund industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “We Illuminate your financial world to deliver a Private Wealth plan designed for your life.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Exact Financial Systems are providers of the LIBRIS Financial Wealth Management Software Solution.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Asurafin’s technologies take the pain out of investment and trading operations for the wealth and asset management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Equipos is now SimCorp.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “ARIA is a leading UK and International provider of asset, wealth management and technology solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “iMeta delivers Client Data Management technology to many large banks & financial institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Step Fourth is a private fintech firm based in Birmingham, specialising software solutions for the UK Wealth and Investment Management markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Independent, Creative & Rigorous Odyssey Wealth Management is a financial advisory firm unlike most in the UK.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “If you’re a Private Client Practitioner, we can help ease the load.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Founded in 1983, Biton quickly established a reputation for cost effective software solutions for the Investment Management industry by providing fully integrated front to back…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Invessed provides asset and wealth managers with innovative solutions to engage clients effectively.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “At Juniper Wealth Management we do things a bit differently.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Chartwell Wealth Management offer an innovative and practical fee based wealth management service to a large portfolio of private clients.” Recorded in the RevenueBase company graph · Sep 29, 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 “private client management software companies”. 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 25 of 53 private client management software companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 497 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Private client management software companies based in the United Kingdom at a glance
As of Sep 29, 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 53 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 “private client management software companies” 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 497 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 September 29, 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.
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 “private client management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private client management software companies are there based in the United Kingdom?
RevenueBase identified 53 company matches for private client management software companies associated with the United Kingdom as of September 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?
SJC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most private client management software companies?
London leads with 21 company records, followed by Bristol (2) and Glasgow (2).
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 497 professional contacts with verified work emails tracked across these 53 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 53 private client management software companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Private client management software companies by geography
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private client management software companies based in Canada
- Private client management software companies based in France
- Private client management software companies based in India
- Private client management software companies based in Switzerland
- Private client management software companies based in the United States
- AI companies based in the United Kingdom
Company intelligence · public preview
Top 25 private client management software companies 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 53 matching company records for private client management software companies based in the United Kingdom, with 1,134 tracked contacts and 497 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 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 25 private client management software companies 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 | SJCsjca.co.uk HQ: Exeter, United KingdomReported employees: Not recorded | Exeter, United Kingdom | Not recorded | Exact match | 275 contacts → |
“Private client services for businesses and individuals” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wealth Dynamixwealth-dynamix.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Multrees Investor Servicesmultrees.comHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 155 contacts → |
“It’s more about you than us, but here’s a little about us.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  EVev.ukHQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 86 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Singletracksingletrack.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Moneyinfomoneyinfo.comHQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 35 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Edgefolioedgefolio.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Edgefolio is connecting the hedge fund industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Magus Wealthmaguswealth.co.uk HQ: Crawley, United KingdomReported employees: 11-50 | Crawley, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We Illuminate your financial world to deliver a Private Wealth plan designed for your life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  PM Alphapmalpha.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Exact Financial Systemsexactlibris.comHQ: Dover, United KingdomReported employees: 11-50 | Dover, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Exact Financial Systems are providers of the LIBRIS Financial Wealth Management Software Solution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Welrexwelrex.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
“WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Asurafinasurafin.comHQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Asurafin’s technologies take the pain out of investment and trading operations for the wealth and asset management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aria Capital Managementariacm.com HQ: Guildford, United KingdomReported employees: 11-50 | Guildford, United Kingdom | 11-50 | Exact match | 8 contacts → |
“ARIA is a leading UK and International provider of asset, wealth management and technology solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Imeta Technologies LTDimeta.comHQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 8 contacts → |
“iMeta delivers Client Data Management technology to many large banks & financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Step Fourth Limitedstepfourth.uk HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Step Fourth is a private fintech firm based in Birmingham, specialising software solutions for the UK Wealth and Investment Management markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Odyssey Wealth Managementodysseywealth.co.ukHQ: Milton Keynes, United KingdomReported employees: 1-10 | Milton Keynes, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Independent, Creative & Rigorous Odyssey Wealth Management is a financial advisory firm unlike most in the UK.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | PCS Private Client Servicesprivateclientservices.co.uk HQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 6 contacts → |
“If you’re a Private Client Practitioner, we can help ease the load.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lyfeguardlyfeguard.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Microgen Financial Systemsmicrogen.comHQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 6 contacts → |
“Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Biton System Consultants Limitedbiton.com HQ: Chelmsford, United KingdomReported employees: 1-10 | Chelmsford, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Founded in 1983, Biton quickly established a reputation for cost effective software solutions for the Investment Management industry by providing fully integrated front to back…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Invessedinvessed.com HQ: Thame, United KingdomReported employees: 11-50 | Thame, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Invessed provides asset and wealth managers with innovative solutions to engage clients effectively.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Juniperjuniperwealth.co.uk HQ: Preston, United KingdomReported employees: 1-10 | Preston, United Kingdom | 1-10 | Exact match | 5 contacts → |
“At Juniper Wealth Management we do things a bit differently.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Chartwell Financial Serviceschartwellfs.com HQ: Cheshire, United KingdomReported employees: 11-50 | Cheshire, United Kingdom | 11-50 | Exact match | 4 contacts → |
“Chartwell Wealth Management offer an innovative and practical fee based wealth management service to a large portfolio of private clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53 company matches
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Private client management software companies: dataset insights
September 29, 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
53 records in the displayed employee bands.
0 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 53 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: September 29, 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 ↗
Questions about this company list
What does Exact match mean for private client management software companies?
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 private client management software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 53 matching company records, 1,134 tracked contacts and 497 verified emails. The public preview displays 25 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: September 29, 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
Private client management software companies by geography
- Private client management software companies based in Canada
- Private client management software companies based in France
- Private client management software companies based in India
- Private client management software companies based in Switzerland
- Private client management software companies based in the United States
Cite this list
RevenueBase Data Team. Top 25 private client management software companies based in the United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/private-client-management-software-companies/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
- Private client management software companies based in Canada
- Private client management software companies based in France
- Private client management software companies based in India
- Private client management software companies based in Switzerland
- Private client management software companies based in the United States
- AI companies based in the United Kingdom
Company intelligence · public preview
Top 25 private client management software companies based in the United Kingdom
RevenueBase records 53 matching company records for private client management software companies based in the United Kingdom, with 1,134 tracked contacts and 497 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 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 25 private client management software companies 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 | SJCsjca.co.uk HQ: Exeter, United KingdomReported employees: Not recorded | Exeter, United Kingdom | Not recorded | Exact match | 275 contacts → |
“Private client services for businesses and individuals” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wealth Dynamixwealth-dynamix.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 156 contacts → |
“We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Multrees Investor Servicesmultrees.com HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 155 contacts → |
“It’s more about you than us, but here’s a little about us.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | EVev.uk HQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 86 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Singletracksingletrack.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Moneyinfomoneyinfo.com HQ: Henley-in-arden, United KingdomReported employees: 11-50 | Henley-in-arden, United Kingdom | 11-50 | Exact match | 35 contacts → |
“At Moneyinfo, we believe in working smarter, not harder.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Edgefolioedgefolio.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 30 contacts → |
“Edgefolio is connecting the hedge fund industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Magus Wealthmaguswealth.co.uk HQ: Crawley, United KingdomReported employees: 11-50 | Crawley, United Kingdom | 11-50 | Exact match | 14 contacts → |
“We Illuminate your financial world to deliver a Private Wealth plan designed for your life.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | PM Alphapmalpha.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“PM Alpha is a digital private markets solutions provider for the wealth management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Exact Financial Systemsexactlibris.com HQ: Dover, United KingdomReported employees: 11-50 | Dover, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Exact Financial Systems are providers of the LIBRIS Financial Wealth Management Software Solution.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Welrexwelrex.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 12 contacts → |
“WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Asurafinasurafin.com HQ: Glasgow, United KingdomReported employees: 11-50 | Glasgow, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Asurafin’s technologies take the pain out of investment and trading operations for the wealth and asset management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aria Capital Managementariacm.com HQ: Guildford, United KingdomReported employees: 11-50 | Guildford, United Kingdom | 11-50 | Exact match | 8 contacts → |
“ARIA is a leading UK and International provider of asset, wealth management and technology solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Imeta Technologies LTDimeta.com HQ: Southampton, United KingdomReported employees: 11-50 | Southampton, United Kingdom | 11-50 | Exact match | 8 contacts → |
“iMeta delivers Client Data Management technology to many large banks & financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Step Fourth Limitedstepfourth.uk HQ: Birmingham, United KingdomReported employees: 11-50 | Birmingham, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Step Fourth is a private fintech firm based in Birmingham, specialising software solutions for the UK Wealth and Investment Management markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Odyssey Wealth Managementodysseywealth.co.uk HQ: Milton Keynes, United KingdomReported employees: 1-10 | Milton Keynes, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Independent, Creative & Rigorous Odyssey Wealth Management is a financial advisory firm unlike most in the UK.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | PCS Private Client Servicesprivateclientservices.co.uk HQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 6 contacts → |
“If you’re a Private Client Practitioner, we can help ease the load.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lyfeguardlyfeguard.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Lyfeguard is client intelligence infrastructure for professional firms that need a clearer view of their clients’ lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Microgen Financial Systemsmicrogen.com HQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 6 contacts → |
“Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Biton System Consultants Limitedbiton.com HQ: Chelmsford, United KingdomReported employees: 1-10 | Chelmsford, United Kingdom | 1-10 | Exact match | 5 contacts → |
“Founded in 1983, Biton quickly established a reputation for cost effective software solutions for the Investment Management industry by providing fully integrated front to back…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Invessedinvessed.com HQ: Thame, United KingdomReported employees: 11-50 | Thame, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Invessed provides asset and wealth managers with innovative solutions to engage clients effectively.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Juniperjuniperwealth.co.uk HQ: Preston, United KingdomReported employees: 1-10 | Preston, United Kingdom | 1-10 | Exact match | 5 contacts → |
“At Juniper Wealth Management we do things a bit differently.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Chartwell Financial Serviceschartwellfs.com HQ: Cheshire, United KingdomReported employees: 11-50 | Cheshire, United Kingdom | 11-50 | Exact match | 4 contacts → |
“Chartwell Wealth Management offer an innovative and practical fee based wealth management service to a large portfolio of private clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53 company matches
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Private client management software companies: dataset insights
September 29, 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
53 records in the displayed employee bands.
0 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 53 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: September 29, 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 ↗
Questions about this company list
What does Exact match mean for private client management software companies?
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 private client management software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 53 matching company records, 1,134 tracked contacts and 497 verified emails. The public preview displays 25 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: September 29, 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
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Cite this list
RevenueBase Data Team. Top 25 private client management software companies based in the United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/private-client-management-software-companies/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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