Company lists · Data refreshed September 2026
Top 25 Retirement planning software companies based in the United Kingdom
RevenueBase identified 52 retirement planning software companies headquartered in 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 retirement planning software companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. 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 | ||||
“We set the benchmark for financial planning advice, technology and solutions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | ReevesIndirect evidence | 176 | |||
“Reeves helps successful individuals enjoy their future.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | 105 | ||||
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | 88 | ||||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | 86 | ||||
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | 70 | ||||
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Curo By Time4advicePartial evidence | 55 | |||
“We’re out to disrupt financial planning technology.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | SelectapensionPartial evidence | 26 | |||
“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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | SynapticStrong evidence | 23 | |||
“At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 | ||||
“CTC Software delivers web based software solutions for the pensions, savings, investments and insurance markets.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Goodmans Financial Planning LTDPartial evidence | 18 | |||
“We believe everyone should live their best years in retirement.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | GuiidePartial evidence | 13 | |||
“Everyone will need to ask themselves the same question one day."How to put together everything I have to get what I want for the rest of my days in retirement" Once someone…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Informed PensionsIndirect evidence | 12 | |||
“Informed Pensions is an investment management company based out of Guildford, United Kingdom.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 | ||||
“At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 | ||||
“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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | TFP Financial Planning LTDPartial evidence | 11 | |||
“Helping you to live a happier, healthier and wealthier retirement.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 | ||||
“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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Miller Knight LimitedPartial evidence | 7 | |||
“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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | JarvisPartial evidence | 6 | |||
“Jarvis is your new retirement tool packed with the latest technology in a user-friendly mobile application.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | Financial Relationships LLPIndirect evidence | 5 | |||
“Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | Retire RightPartial evidence | 5 | |||
“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | Pension PIGIndirect evidence | 4 | |||
“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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | Retirement Systems LTDStrong evidence | 4 | |||
“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | Martin-Redman PartnersIndirect evidence | 4 | |||
“Martin-Redman Partners drive is to inform, empower and enhance the client experience through the imaginative application of technology.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | SDG Wealth Management LTDIndirect evidence | 4 | |||
“We are proud to be a partner of M&G Advice.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
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
Verified emails by last verification
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United Kingdom whose own description of what they do matches “retirement planning software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among retirement planning software companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 720 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 6, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
How many retirement planning software companies are there based in the United Kingdom?
RevenueBase identified 52 retirement planning software companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Benchmark Capital, headquartered in United Kingdom, tops this list with the largest team on record.
Which city has the most retirement planning software companies?
London leads with 10 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 720 verified decision-maker contacts tracked across these 52 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 6, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.
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