Company lists · Data refreshed September 2026
Top 25 Retail financial management platforms based in the United Kingdom
RevenueBase identified 77 company matches for retail financial management platforms associated with the United Kingdom as of September 2026 and tracks 2,494 professional contacts across them, including 1,131 with verified work emails. London is the largest hub.
This list covers company matches for retail financial management platforms 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 retail financial management platforms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,124 contacts → | ||||
Exact match “FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 206 contacts → | ||||
Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 150 contacts → | ||||
Exact match “Retail Engineers, Powering Retailing Excellence through Award-Winning Unified Retail Technology that Maximises Performance & Drives Profitability Transforming Your Business by…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 129 contacts → | ||||
Exact match “Sharegain is the global leader in securities lending for retail-facing financial institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 77 contacts → | ||||
Exact match “Kelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data-paid, public and proprietary-to support alternative investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 61 contacts → | ||||
Exact match “Award-winning end-to-end retail system.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 55 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 52 contacts → | ||||
Exact match “Platform One is an FCA regulated investment platform for wealth managers, financial advisers and their retail clients, both in the UK and Offshore.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 41 contacts → | ||||
Exact match “PrimaryBid is a leading fintech firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 34 contacts → | ||||
Exact match “Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 33 contacts → | ||||
Exact match “Fintech made beautifully simple.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 28 contacts → | ||||
Exact match “Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “Apex Financial Technology Limited (AFTL), registered in England and Wales, owns the IP for innovative fintech products under the brand Finvisage.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “Ningi - Technology to power up Financial Planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “WealthObjects is a B2B Financial Technology company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “ThinkSmart is a leader in digital retail B2B and B2C finance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Sell more.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Traders Connect is a revolutionary software platform designed for traders seeking unparalleled efficiency in managing their portfolios.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “Logic Investments offers an unparalleled and comprehensive suite of tailored and white-label platform solutions to banks and financial institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “The SaaS Platform for Investment Management and Product Design.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Moola Global | Modern Finance for Modern Business At Moola, we power the financial infrastructure behind hospitality and retail, from payments and EPOS, to business banking…” 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 “retail financial management platforms”. 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 77 retail financial management platforms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 1,131 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Retail financial management platforms 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 77 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 “retail financial management platforms” 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 1,131 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.
Retail financial management platforms 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 “retail financial management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retail financial management platforms are there based in the United Kingdom?
RevenueBase identified 77 company matches for retail financial management platforms 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?
FE Fundinfo tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retail financial management platforms?
London leads with 34 company records, followed by Bristol (4) and Manchester (3).
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 1,131 professional contacts with verified work emails tracked across these 77 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 77 retail financial management platforms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Retail financial management platforms by geography
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
- Retail financial management platforms based in India
- Retail financial management platforms based in South Africa
- Retail financial management platforms based in the United Arab Emirates
- Retail financial management platforms based in the United States
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
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
Company intelligence · public preview
Top 25 retail financial management platforms 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 77 matching company records for retail financial management platforms based in the United Kingdom, with 2,494 tracked contacts and 1,131 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 retail financial management platforms 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 |  FE Fundinfofefundinfo.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,124 contacts → |
“FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Valuefyvaluefy.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Itim Group PLCitim.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Retail Engineers, Powering Retailing Excellence through Award-Winning Unified Retail Technology that Maximises Performance & Drives Profitability Transforming Your Business by…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Sharegainsharegain.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 129 contacts → |
“Sharegain is the global leader in securities lending for retail-facing financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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. | |||||
| 6 |  KELPkelpglobal.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Kelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data-paid, public and proprietary-to support alternative investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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. | |||||
| 8 |  Cybertillcybertill.comHQ: Knowsley, United KingdomReported employees: 51-200 | Knowsley, United Kingdom | 51-200 | Exact match | 61 contacts → |
“Award-winning end-to-end retail system.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Curo By Time4advicetime4advice.co.ukHQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Platform ONEplatform1online.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 52 contacts → |
“Platform One is an FCA regulated investment platform for wealth managers, financial advisers and their retail clients, both in the UK and Offshore.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Primarybidprimarybid.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 41 contacts → |
“PrimaryBid is a leading fintech firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Velexavelexa.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Plannr Technologies Limitedplannrcrm.comHQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Huguenot Services Limitedhuguenots.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Commcisecommcise.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finvisagefinvisage.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Apex Financial Technology Limited (AFTL), registered in England and Wales, owns the IP for innovative fintech products under the brand Finvisage.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  NINGIningi.co.ukHQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Ningi - Technology to power up Financial Planning.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fintegratefintegrate.co.ukHQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealthobjectswealthobjects.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“WealthObjects is a B2B Financial Technology company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Thinksmart Limitedthinksmartworld.comHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 10 contacts → |
“ThinkSmart is a leader in digital retail B2B and B2C finance.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Saledock POS And Ecommercesaledock.comHQ: Hull, United KingdomReported employees: 1-10 | Hull, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Sell more.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Traders Connecttradersconnect.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Traders Connect is a revolutionary software platform designed for traders seeking unparalleled efficiency in managing their portfolios.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Logic Investments LTDlogicinvestments.co.uk HQ: Sittingbourne, United KingdomReported employees: 11-50 | Sittingbourne, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Logic Investments offers an unparalleled and comprehensive suite of tailored and white-label platform solutions to banks and financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alpima NOW Quantifeedquantifeed.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“The SaaS Platform for Investment Management and Product Design.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moola Globalmoola.global HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Moola Global | Modern Finance for Modern Business At Moola, we power the financial infrastructure behind hospitality and retail, from payments and EPOS, to business banking…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 77 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Retail financial management platforms: 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
77 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 77 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 ↗
Retail financial management platforms by metro
Questions about this company list
What does Exact match mean for retail financial management platforms?
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 retail financial management platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 77 matching company records, 2,494 tracked contacts and 1,131 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
Retail financial management platforms by geography
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
- Retail financial management platforms based in India
- Retail financial management platforms based in South Africa
- Retail financial management platforms based in the United Arab Emirates
- Retail financial management platforms based in the United States
Cite this list
RevenueBase Data Team. Top 25 retail financial management platforms based in the United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/retail-financial-management-platforms/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
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
Company intelligence · public preview
Top 25 retail financial management platforms based in the United Kingdom
RevenueBase records 77 matching company records for retail financial management platforms based in the United Kingdom, with 2,494 tracked contacts and 1,131 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 retail financial management platforms 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 | FE Fundinfofefundinfo.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,124 contacts → |
“FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Valuefyvaluefy.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Itim Group PLCitim.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Retail Engineers, Powering Retailing Excellence through Award-Winning Unified Retail Technology that Maximises Performance & Drives Profitability Transforming Your Business by…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sharegainsharegain.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 129 contacts → |
“Sharegain is the global leader in securities lending for retail-facing financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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. | |||||
| 6 | KELPkelpglobal.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Kelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data-paid, public and proprietary-to support alternative investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Cybertillcybertill.com HQ: Knowsley, United KingdomReported employees: 51-200 | Knowsley, United Kingdom | 51-200 | Exact match | 61 contacts → |
“Award-winning end-to-end retail system.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Curo By Time4advicetime4advice.co.uk HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 55 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Platform ONEplatform1online.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 52 contacts → |
“Platform One is an FCA regulated investment platform for wealth managers, financial advisers and their retail clients, both in the UK and Offshore.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Primarybidprimarybid.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 41 contacts → |
“PrimaryBid is a leading fintech firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Velexavelexa.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Plannr Technologies Limitedplannrcrm.com HQ: Waterlooville, United KingdomReported employees: 11-50 | Waterlooville, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Fintech made beautifully simple.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Huguenot Services Limitedhuguenots.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Commcisecommcise.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finvisagefinvisage.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Apex Financial Technology Limited (AFTL), registered in England and Wales, owns the IP for innovative fintech products under the brand Finvisage.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | NINGIningi.co.uk HQ: Stamford, United KingdomReported employees: 1-10 | Stamford, United Kingdom | 1-10 | Exact match | 14 contacts → |
“Ningi - Technology to power up Financial Planning.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fintegratefintegrate.co.uk HQ: Chorley, United KingdomReported employees: 11-50 | Chorley, United Kingdom | 11-50 | Exact match | 13 contacts → |
“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealthobjectswealthobjects.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 13 contacts → |
“WealthObjects is a B2B Financial Technology company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thinksmart Limitedthinksmartworld.com HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 10 contacts → |
“ThinkSmart is a leader in digital retail B2B and B2C finance.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Saledock POS And Ecommercesaledock.com HQ: Hull, United KingdomReported employees: 1-10 | Hull, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Sell more.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Traders Connecttradersconnect.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Traders Connect is a revolutionary software platform designed for traders seeking unparalleled efficiency in managing their portfolios.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Logic Investments LTDlogicinvestments.co.uk HQ: Sittingbourne, United KingdomReported employees: 11-50 | Sittingbourne, United Kingdom | 11-50 | Exact match | 9 contacts → |
“Logic Investments offers an unparalleled and comprehensive suite of tailored and white-label platform solutions to banks and financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alpima NOW Quantifeedquantifeed.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“The SaaS Platform for Investment Management and Product Design.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moola Globalmoola.global HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Moola Global | Modern Finance for Modern Business At Moola, we power the financial infrastructure behind hospitality and retail, from payments and EPOS, to business banking…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 77 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Retail financial management platforms: 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
77 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 77 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 ↗
Retail financial management platforms by metro
Questions about this company list
What does Exact match mean for retail financial management platforms?
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 retail financial management platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 77 matching company records, 2,494 tracked contacts and 1,131 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
Retail financial management platforms by geography
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
- Retail financial management platforms based in India
- Retail financial management platforms based in South Africa
- Retail financial management platforms based in the United Arab Emirates
- Retail financial management platforms based in the United States
Cite this list
RevenueBase Data Team. Top 25 retail financial management platforms based in the United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/retail-financial-management-platforms/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
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France