Company lists · Data refreshed November 2026
Top 25 Retirement planning platforms based in the United Kingdom
RevenueBase identified 204 company matches for retirement planning platforms associated with the United Kingdom as of November 2026 and tracks 5,948 professional contacts across them, including 2,095 with verified work emails. London is the largest hub.
This list covers company matches for retirement planning 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 November 5, 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 retirement planning platforms based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 503 contacts → | ||||
Exact match “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 353 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 226 contacts → | ||||
Exact match “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 187 contacts → | ||||
Exact match “Origen Financial Services is one of the UK’s leading financial advisers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 164 contacts → | ||||
Exact match “Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 162 contacts → | ||||
Exact match “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 158 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 151 contacts → | ||||
Exact match “As a specialist platform for retirement wealth planning, James Hay works with advisers to help investors successfully navigate the second half of their financial lives.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 130 contacts → | ||||
Exact match “Take the hard work out of managing your money with Wealthify.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 106 contacts → | ||||
Exact match “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 101 contacts → | ||||
Exact match “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 97 contacts → | ||||
Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 94 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 72 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 62 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 56 contacts → | ||||
Exact match “True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 31 contacts → | ||||
Exact match “At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 31 contacts → | ||||
Exact match “We understand no two clients or circumstances are the same.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 30 contacts → | ||||
Exact match “At Finli, we aim to deliver a fresh approach to financial advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “We believe that having money shouldn’t be an aim in itself.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 23 contacts → | ||||
Exact match “Fidelity Adviser Solutions is a leading investment and retirement services platform that provides an extensive range of support for intermediary and institutional clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 22 contacts → | ||||
Exact match “At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 21 contacts → | ||||
Exact match “Passionate about Helping You to Live Life On Your Terms, Retire Early and Build Generational Wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “We believe everyone should live their best years in retirement.” Recorded in the RevenueBase company graph · Nov 5, 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 “retirement planning 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 204 retirement planning platforms based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 2,095 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement planning platforms based in the United Kingdom at a glance
As of Nov 5, 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 204 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 “retirement planning 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 2,095 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 5, 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.
Retirement planning 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 “retirement planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning platforms are there based in the United Kingdom?
RevenueBase identified 204 company matches for retirement planning platforms associated with the United Kingdom as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Moneybox tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement planning platforms?
London leads with 62 company records, followed by Bristol (5) and Leeds (5).
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 2,095 professional contacts with verified work emails tracked across these 204 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 204 retirement planning platforms based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
- Retirement planning platforms based in San Diego, United States
- Retirement planning platforms based in Scottsdale, United States
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Brazil
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
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
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
Company intelligence · public preview
Top 25 retirement planning 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 204 matching company records for retirement planning platforms based in the United Kingdom, with 5,948 tracked contacts and 2,095 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: November 5, 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 retirement planning 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 |  Moneyboxmoneyboxapp.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 503 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 353 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Origen Financial Servicesorigenfs.co.ukHQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Canada Life UK Advisercanadalife.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 162 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  James HAY Partnershipjameshay.co.ukHQ: Salisbury, United KingdomReported employees: 201-500 | Salisbury, United Kingdom | 201-500 | Exact match | 151 contacts → |
“As a specialist platform for retirement wealth planning, James Hay works with advisers to help investors successfully navigate the second half of their financial lives.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealthifywealthify.comHQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 130 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wealth Wizardswealthwizards.comHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  NOVAnovawm.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  EVev.ukHQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Curo By Time4advicetime4advice.co.ukHQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 62 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 56 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.ukHQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 31 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Compass Financial UK Limitedcompassfin.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 31 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finli Ipwmfinli.co.ukHQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 30 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Balance Wealth Planning Limitedbalancewealth.ukHQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 24 contacts → |
“We believe that having money shouldn’t be an aim in itself.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Fidelity Adviser Solutionsadviserservices.fidelity.co.ukHQ: Tadworth, United KingdomReported employees: Not recorded | Tadworth, United Kingdom | Not recorded | Exact match | 23 contacts → |
“Fidelity Adviser Solutions is a leading investment and retirement services platform that provides an extensive range of support for intermediary and institutional clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Synapticsynaptic.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 22 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Polaris Financial LTDpolarisfinancial.co.ukHQ: Canary Wharf, United KingdomReported employees: 11-50 | Canary Wharf, United Kingdom | 11-50 | Exact match | 21 contacts → |
“Passionate about Helping You to Live Life On Your Terms, Retire Early and Build Generational Wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  PENSEpense.co.ukHQ: Doncaster, United KingdomReported employees: 11-50 | Doncaster, United Kingdom | 11-50 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Goodmans Financial Planning LTDgoodmansfp.comHQ: Plymouth, United KingdomReported employees: 11-50 | Plymouth, United Kingdom | 11-50 | Exact match | 19 contacts → |
“We believe everyone should live their best years in retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 204 company matches
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Retirement planning platforms: dataset insights
November 5, 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
202 records in the displayed employee bands.
2 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 204 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: November 5, 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 ↗
Retirement planning platforms by metro
Questions about this company list
What does Exact match mean for retirement planning 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 retirement planning platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 204 matching company records, 5,948 tracked contacts and 2,095 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: November 5, 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
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
- Retirement planning platforms based in San Diego, United States
- Retirement planning platforms based in Scottsdale, United States
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Brazil
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in the United Kingdom. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retirement-planning-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
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
Company intelligence · public preview
Top 25 retirement planning platforms based in the United Kingdom
RevenueBase records 204 matching company records for retirement planning platforms based in the United Kingdom, with 5,948 tracked contacts and 2,095 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: November 5, 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 retirement planning 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 | Moneyboxmoneyboxapp.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 503 contacts → |
“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 353 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Origen Financial Servicesorigenfs.co.uk HQ: Farnborough, United KingdomReported employees: 51-200 | Farnborough, United Kingdom | 51-200 | Exact match | 187 contacts → |
“Origen Financial Services is one of the UK’s leading financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Canada Life UK Advisercanadalife.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 162 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | James HAY Partnershipjameshay.co.uk HQ: Salisbury, United KingdomReported employees: 201-500 | Salisbury, United Kingdom | 201-500 | Exact match | 151 contacts → |
“As a specialist platform for retirement wealth planning, James Hay works with advisers to help investors successfully navigate the second half of their financial lives.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthifywealthify.com HQ: Cardiff, United KingdomReported employees: 11-50 | Cardiff, United Kingdom | 11-50 | Exact match | 130 contacts → |
“Take the hard work out of managing your money with Wealthify.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealth Wizardswealthwizards.com HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | NOVAnovawm.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 101 contacts → |
“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 97 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | EVev.uk HQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Curo By Time4advicetime4advice.co.uk HQ: Norwich, United KingdomReported employees: 11-50 | Norwich, United Kingdom | 11-50 | Exact match | 62 contacts → |
“We’re out to disrupt financial planning technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | True Potential Wealth Management LLPjasonwatkins.tpllp.com HQ: Gorseinon Swansea, United KingdomReported employees: Not recorded | Gorseinon Swansea, United Kingdom | Not recorded | Exact match | 56 contacts → |
“True Potential Wealth Management LLP is a company based out of ARGYLE HOUSE 10 WEST STREET GORSEINON, SWANSEA, United Kingdom.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.uk HQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 31 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Compass Financial UK Limitedcompassfin.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 31 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finli Ipwmfinli.co.uk HQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 30 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Balance Wealth Planning Limitedbalancewealth.uk HQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 24 contacts → |
“We believe that having money shouldn’t be an aim in itself.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Fidelity Adviser Solutionsadviserservices.fidelity.co.uk HQ: Tadworth, United KingdomReported employees: Not recorded | Tadworth, United Kingdom | Not recorded | Exact match | 23 contacts → |
“Fidelity Adviser Solutions is a leading investment and retirement services platform that provides an extensive range of support for intermediary and institutional clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Synapticsynaptic.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 22 contacts → |
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Polaris Financial LTDpolarisfinancial.co.uk HQ: Canary Wharf, United KingdomReported employees: 11-50 | Canary Wharf, United Kingdom | 11-50 | Exact match | 21 contacts → |
“Passionate about Helping You to Live Life On Your Terms, Retire Early and Build Generational Wealth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | PENSEpense.co.uk HQ: Doncaster, United KingdomReported employees: 11-50 | Doncaster, United Kingdom | 11-50 | Exact match | 20 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Goodmans Financial Planning LTDgoodmansfp.com HQ: Plymouth, United KingdomReported employees: 11-50 | Plymouth, United Kingdom | 11-50 | Exact match | 19 contacts → |
“We believe everyone should live their best years in retirement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 204 company matches
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Retirement planning platforms: dataset insights
November 5, 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
202 records in the displayed employee bands.
2 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 204 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: November 5, 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 ↗
Retirement planning platforms by metro
Questions about this company list
What does Exact match mean for retirement planning 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 retirement planning platforms did RevenueBase find based in the United Kingdom?
The saved snapshot records 204 matching company records, 5,948 tracked contacts and 2,095 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: November 5, 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
Retirement planning platforms by geography
- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States
- Retirement planning platforms based in San Diego, United States
- Retirement planning platforms based in Scottsdale, United States
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Brazil
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in the United Kingdom. Snapshot: November 5, 2026. https://revenuebase.ai/companies/retirement-planning-platforms/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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- Retirement planning platforms based in Toronto, Canada
- Retirement planning platforms based in Paris, France
- Retirement planning platforms based in Bangalore, India
- Retirement planning platforms based in Mumbai, India
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in New York, United States