Company lists · Data refreshed September 2026
Top 25 Retirement planning software companies based in the United Kingdom
RevenueBase identified 52 company matches for retirement planning software companies associated with the United Kingdom as of September 2026 and tracks 1,293 professional contacts across them, including 720 with verified work emails and 129 with mobile numbers. London is the largest hub.
This list covers company matches for retirement planning software companies associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 6, 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 software companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 297 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 2 | 176 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 3 | 105 contacts → | ||||
Exact match “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 4 | 88 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 6, 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 6, 2026 · View company records in RevenueBase | |||||
| 6 | 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 6, 2026 · View company records in RevenueBase | |||||
| 7 | 55 contacts → | ||||
Exact match “We’re out to disrupt financial planning technology.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 8 | 26 contacts → | ||||
Exact match “Selectapension, we are a SaaS company that provides a range of pension/investment planning products, these enable financial services professionals to deliver the best advice to…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 9 | 23 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 · Sep 6, 2026 · View company records in RevenueBase | |||||
| 10 | 21 contacts → | ||||
Exact match “CTC Software delivers web based software solutions for the pensions, savings, investments and insurance markets.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 11 | 18 contacts → | ||||
Exact match “We believe everyone should live their best years in retirement.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Informed Pensions is an investment management company based out of Guildford, United Kingdom.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Helping you to live a happier, healthier and wealthier retirement.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Our people focus on your future… Whilst focusing on retirement, we also provide a full range of financial solutions to both individuals and businesses alike.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Miller Knight is a financial planning and advisory company, established in 2001, that specialises in ensuring people make the most of their money as they approach and enter into…” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Jarvis is your new retirement tool packed with the latest technology in a user-friendly mobile application.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “At Pension Pig, we take time to get to know your individual circumstances and help you make an informed decision all in the comfort of your own home.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Martin-Redman Partners drive is to inform, empower and enhance the client experience through the imaginative application of technology.” Recorded in the RevenueBase company graph · Sep 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “We are proud to be a partner of M&G Advice.” Recorded in the RevenueBase company graph · Sep 6, 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 software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 52 retirement planning software companies based in the United Kingdom
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Retirement planning software companies based in the United Kingdom at a glance
As of Sep 6, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 720 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 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning software companies are there based in the United Kingdom?
RevenueBase identified 52 company matches for retirement planning software companies associated with the United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Benchmark Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement planning software companies?
London leads with 10 company records, followed by Bristol (3) and Leeds (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 720 professional contacts with verified work emails tracked across these 52 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 retirement planning software companies based in the United Kingdom. Start with a free account, no credit card.
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Retirement planning software companies by geography
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 software companies based in the United States
- Retirement planning software companies based in Canada
- Retirement planning software companies based in Australia
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
- Manufacturing companies based in the United Kingdom
Company intelligence · public preview
Top 25 retirement planning software companies based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 52 matching company records for retirement planning software companies based in the United Kingdom, with 1,293 tracked contacts and 720 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 6, 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 software companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealth Wizardswealthwizards.comHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 105 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Retirement Advantagecanadalife.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 88 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Selectapensionselectapension.comHQ: Crowborough, United KingdomReported employees: 11-50 | Crowborough, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Selectapension, we are a SaaS company that provides a range of pension/investment planning products, these enable financial services professionals to deliver the best advice to…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Synapticsynaptic.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  CTC Pensions Technologyctcpensionstech.comHQ: Croydon, United KingdomReported employees: 11-50 | Croydon, United Kingdom | 11-50 | Exact match | 21 contacts → |
“CTC Software delivers web based software solutions for the pensions, savings, investments and insurance markets.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Goodmans Financial Planning LTDgoodmansfp.comHQ: Plymouth, United KingdomReported employees: 11-50 | Plymouth, United Kingdom | 11-50 | Exact match | 18 contacts → |
“We believe everyone should live their best years in retirement.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Guiideguiide.co.ukHQ: Bearsden, United KingdomReported employees: 1-10 | Bearsden, United Kingdom | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Informed Pensionsinformedpensions.comHQ: Guildford, United KingdomReported employees: 11-50 | Guildford, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Informed Pensions is an investment management company based out of Guildford, United Kingdom.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ardent Financial Planningardentuk.comHQ: York, United KingdomReported employees: 11-50 | York, United Kingdom | 11-50 | Exact match | 12 contacts → |
“At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fincalcfincalc.co.ukHQ: Colchester, United KingdomReported employees: 11-50 | Colchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  TFP Financial Planning LTDtfp-fp.comHQ: Maldon, United KingdomReported employees: 1-10 | Maldon, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Helping you to live a happier, healthier and wealthier retirement.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Burfield Financial Planning LTDburfieldfp.co.ukHQ: Northwich, United KingdomReported employees: 11-50 | Northwich, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Our people focus on your future… Whilst focusing on retirement, we also provide a full range of financial solutions to both individuals and businesses alike.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Miller Knight Limitedmillerknight.comHQ: Croydon, United KingdomReported employees: 1-10 | Croydon, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Miller Knight is a financial planning and advisory company, established in 2001, that specialises in ensuring people make the most of their money as they approach and enter into…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Jarvisgetjarvis.appHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Jarvis is your new retirement tool packed with the latest technology in a user-friendly mobile application.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Financial Relationships LLPfinancialrelationships.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Retire Rightretireright.ukHQ: Newcastle Upon Tyne, United KingdomReported employees: 1-10 | Newcastle Upon Tyne, United Kingdom | 1-10 | Exact match | 5 contacts → |
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pension PIGpensionpig.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 4 contacts → |
“At Pension Pig, we take time to get to know your individual circumstances and help you make an informed decision all in the comfort of your own home.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Retirement Systems LTDretirementsystems.co.ukHQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Martin-Redman Partnersmartin-redmanpartners.co.ukHQ: Bury St. Edmunds, United KingdomReported employees: 1-10 | Bury St. Edmunds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Martin-Redman Partners drive is to inform, empower and enhance the client experience through the imaginative application of technology.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  SDG Wealth Management LTDmandgwealth.comHQ: South East, United KingdomReported employees: 1-10 | South East, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We are proud to be a partner of M&G Advice.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Retirement planning software companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
52 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.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement planning software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 52 matching company records, 1,293 tracked contacts and 720 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 6, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 retirement planning software companies based in the United Kingdom. Snapshot: September 6, 2026. https://revenuebase.ai/companies/retirement-planning-software-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement planning software companies based in the United States
- Retirement planning software companies based in Canada
- Retirement planning software companies based in Australia
- AI companies based in the United Kingdom
- Cybersecurity companies based in the United Kingdom
- Manufacturing companies based in the United Kingdom
Company intelligence · public preview
Top 25 retirement planning software companies based in the United Kingdom
RevenueBase records 52 matching company records for retirement planning software companies based in the United Kingdom, with 1,293 tracked contacts and 720 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 6, 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 software companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 297 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealth Wizardswealthwizards.com HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 105 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Retirement Advantagecanadalife.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 88 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Selectapensionselectapension.com HQ: Crowborough, United KingdomReported employees: 11-50 | Crowborough, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Selectapension, we are a SaaS company that provides a range of pension/investment planning products, these enable financial services professionals to deliver the best advice to…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Synapticsynaptic.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | CTC Pensions Technologyctcpensionstech.com HQ: Croydon, United KingdomReported employees: 11-50 | Croydon, United Kingdom | 11-50 | Exact match | 21 contacts → |
“CTC Software delivers web based software solutions for the pensions, savings, investments and insurance markets.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Goodmans Financial Planning LTDgoodmansfp.com HQ: Plymouth, United KingdomReported employees: 11-50 | Plymouth, United Kingdom | 11-50 | Exact match | 18 contacts → |
“We believe everyone should live their best years in retirement.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Guiideguiide.co.uk HQ: Bearsden, United KingdomReported employees: 1-10 | Bearsden, United Kingdom | 1-10 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Informed Pensionsinformedpensions.com HQ: Guildford, United KingdomReported employees: 11-50 | Guildford, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Informed Pensions is an investment management company based out of Guildford, United Kingdom.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ardent Financial Planningardentuk.com HQ: York, United KingdomReported employees: 11-50 | York, United Kingdom | 11-50 | Exact match | 12 contacts → |
“At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fincalcfincalc.co.uk HQ: Colchester, United KingdomReported employees: 11-50 | Colchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“FinCalc is a Financial Planning Software powered by O&M Pension Solutions who have been involved in the financial services industry for over a quarter of a century.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | TFP Financial Planning LTDtfp-fp.com HQ: Maldon, United KingdomReported employees: 1-10 | Maldon, United Kingdom | 1-10 | Exact match | 11 contacts → |
“Helping you to live a happier, healthier and wealthier retirement.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Burfield Financial Planning LTDburfieldfp.co.uk HQ: Northwich, United KingdomReported employees: 11-50 | Northwich, United Kingdom | 11-50 | Exact match | 7 contacts → |
“Our people focus on your future… Whilst focusing on retirement, we also provide a full range of financial solutions to both individuals and businesses alike.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Miller Knight Limitedmillerknight.com HQ: Croydon, United KingdomReported employees: 1-10 | Croydon, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Miller Knight is a financial planning and advisory company, established in 2001, that specialises in ensuring people make the most of their money as they approach and enter into…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Jarvisgetjarvis.app HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Jarvis is your new retirement tool packed with the latest technology in a user-friendly mobile application.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Financial Relationships LLPfinancialrelationships.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 5 contacts → |
“Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Retire Rightretireright.uk HQ: Newcastle Upon Tyne, United KingdomReported employees: 1-10 | Newcastle Upon Tyne, United Kingdom | 1-10 | Exact match | 5 contacts → |
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pension PIGpensionpig.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 4 contacts → |
“At Pension Pig, we take time to get to know your individual circumstances and help you make an informed decision all in the comfort of your own home.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Retirement Systems LTDretirementsystems.co.uk HQ: Leeds, United KingdomReported employees: 1-10 | Leeds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Martin-Redman Partnersmartin-redmanpartners.co.uk HQ: Bury St. Edmunds, United KingdomReported employees: 1-10 | Bury St. Edmunds, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Martin-Redman Partners drive is to inform, empower and enhance the client experience through the imaginative application of technology.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | SDG Wealth Management LTDmandgwealth.com HQ: South East, United KingdomReported employees: 1-10 | South East, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We are proud to be a partner of M&G Advice.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Retirement planning software companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
52 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.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement planning software companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 52 matching company records, 1,293 tracked contacts and 720 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 6, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 retirement planning software companies based in the United Kingdom. Snapshot: September 6, 2026. https://revenuebase.ai/companies/retirement-planning-software-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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