Company lists · Data refreshed September 2026

Top 25 Retirement planning app companies based in the United Kingdom

RevenueBase identified 82 retirement planning app companies headquartered in the United Kingdom as of September 2026 and tracks 2,244 professional contacts across them, including 1,077 with verified work emails. London is the largest hub.

This list covers retirement planning app companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
82Companies
2,244Contacts tracked
1,077Verified emails
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The 25 largest retirement planning app companies based in the United Kingdom

Ranked by team size
Top 25 of 82 retirement planning app companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning app companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500443 contacts →

Indirect evidence

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500208 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 21, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceCardiff, United KingdomHQ checked Sep 21, 202611-50137 contacts →

Indirect evidence

“Take the hard work out of managing your money with Wealthify.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceUnited KingdomHQ checked Sep 21, 202651-200105 contacts →

Indirect evidence

“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 21, 202651-20088 contacts →

Indirect evidence

“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-50088 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceNewbury Business Park, United KingdomHQ checked Sep 21, 202651-20086 contacts →

Indirect evidence

“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 21, 202651-20064 contacts →

Indirect evidence

“We've built Fundment to propel financial advice businesses through technology.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceBelfast, United KingdomHQ checked Sep 21, 202651-20064 contacts →

Indirect evidence

“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidencePeterborough, United KingdomHQ checked Sep 21, 202611-5044 contacts →

Indirect evidence

“Quai Digital is a B2B digital savings and investments platform, providing the expertise, service and technology to help you reshape your business, streamline your operations and…”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceGorseinon Swansea, United KingdomHQ checked Sep 21, 2026n/a40 contacts →

Indirect evidence

“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceWaterlooville, United KingdomHQ checked Sep 21, 202651-20033 contacts →

Indirect evidence

“Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers From a modest beginning in 2001 Compass has become one of the most…”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceManchester, United KingdomHQ checked Sep 21, 202611-5026 contacts →

Indirect evidence

“We understand no two clients or circumstances are the same.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceCanary Wharf, United KingdomHQ checked Sep 21, 202611-5018 contacts →

Indirect evidence

“Passionate about Helping You to Live Life On Your Terms, Retire Early and Build Generational Wealth.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceLondon, United KingdomHQ checked Sep 21, 20261-1018 contacts →

Indirect evidence

“Stratiphy is an FCA-authorised investment platform helping everyday investors build personalised, AI-powered strategies, without needing to be a professional to do it.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceChorley, United KingdomHQ checked Sep 21, 202611-5013 contacts →

Partial evidence

“Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceBearsden, United KingdomHQ checked Sep 21, 20261-1013 contacts →

Partial evidence

“Everyone will need to ask themselves the same question one day."How to put together everything I have to get what I want for the rest of my days in retirement" Once someone…”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceGuildford, United KingdomHQ checked Sep 21, 202611-5012 contacts →

Indirect evidence

“Informed Pensions is an investment management company based out of Guildford, United Kingdom.”

Source: RevenueBase Database · checked Sep 21, 2026
20Strong evidenceDoncaster, United KingdomHQ checked Sep 21, 202611-5012 contacts →

Strong evidence

“We are financial advice firm that specialises in pensions and investments, with cutting-edge technology to help our clients make informed decisions about their retirement planning.”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceMaldon, United KingdomHQ checked Sep 21, 20261-1011 contacts →

Partial evidence

“Helping you to live a happier, healthier and wealthier retirement.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“SCM Direct is an award-winning online wealth manager founded in 2009 by Gina and Alan Miller.”

Source: RevenueBase Database · checked Sep 21, 2026
24Partial evidenceLondon, United KingdomHQ checked Sep 21, 20261-106 contacts →

Partial evidence

“Jarvis is your new retirement tool packed with the latest technology in a user-friendly mobile application.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“AllAdvised is the UK's leading employee first digital advice platform.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 82 retirement planning app companies based in the United Kingdom

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Retirement planning app companies based in the United Kingdom at a glance

As of Sep 21, 2026
48.0%Verified-email coverage
27.4Average contacts per company
1-10Median size (employees)
52.4%Largest-city concentration · London
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
21
51-200
9
201-500
4
501-1,000
2
1,001-5,000
1

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 82 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning app companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “retirement planning app companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning app companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among retirement planning app companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,077 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Retirement planning app companies by metro

  • Retirement planning app companies in London43

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement planning app companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many retirement planning app companies are there based in the United Kingdom?

RevenueBase identified 82 retirement planning app companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most retirement planning app companies?

London leads with 43 headquartered companies, followed by Bristol (3) and Cardiff (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,077 verified decision-maker contacts tracked across these 82 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.