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, its RevenueBase Smart Search rating, 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 Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 6, 2026 86% judged on-target in blind review
52Companies
1,293Contacts tracked
720Verified emails
129Mobile numbers
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The 25 largest retirement planning software companies based in the United Kingdom

Ranked by team size
Top 25 of 52 retirement planning software companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceUnited KingdomHQ checked Sep 6, 2026201-500297 contacts →

Partial evidence

“We set the benchmark for financial planning advice, technology and solutions.”

Source: RevenueBase Database · checked Sep 6, 2026
2Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 6, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 6, 2026
3Indirect evidenceUnited KingdomHQ checked Sep 6, 202651-200105 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 6, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 6, 2026201-50088 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 6, 2026
5Indirect evidenceNewbury Business Park, United KingdomHQ checked Sep 6, 202651-20086 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 6, 2026
6Indirect evidencePortsmouth, United KingdomHQ checked Sep 6, 202651-20070 contacts →

Indirect evidence

“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.”

Source: RevenueBase Database · checked Sep 6, 2026
7Partial evidenceNorwich, United KingdomHQ checked Sep 6, 202611-5055 contacts →

Partial evidence

“We’re out to disrupt financial planning technology.”

Source: RevenueBase Database · checked Sep 6, 2026
8Partial evidenceCrowborough, United KingdomHQ checked Sep 6, 202611-5026 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 6, 2026
9Strong evidenceLondon, United KingdomHQ checked Sep 6, 202651-20023 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 6, 2026
10Partial evidenceCroydon, United KingdomHQ checked Sep 6, 202611-5021 contacts →

Partial evidence

“CTC Software delivers web based software solutions for the pensions, savings, investments and insurance markets.”

Source: RevenueBase Database · checked Sep 6, 2026
11Partial evidencePlymouth, United KingdomHQ checked Sep 6, 202611-5018 contacts →

Partial evidence

“We believe everyone should live their best years in retirement.”

Source: RevenueBase Database · checked Sep 6, 2026
12Partial evidenceBearsden, United KingdomHQ checked Sep 6, 20261-1013 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 6, 2026
13Indirect evidenceGuildford, United KingdomHQ checked Sep 6, 202611-5012 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 6, 2026
14Indirect evidenceYork, United KingdomHQ checked Sep 6, 202611-5012 contacts →

Indirect evidence

“At Ardent, our team of qualified and chartered financial planners are passionate about helping make the most of your finances.”

Source: RevenueBase Database · checked Sep 6, 2026
15Strong evidenceColchester, United KingdomHQ checked Sep 6, 202611-5012 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 6, 2026
16Partial evidenceMaldon, United KingdomHQ checked Sep 6, 20261-1011 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 6, 2026
17Partial evidenceNorthwich, United KingdomHQ checked Sep 6, 202611-507 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 6, 2026
18Partial evidenceCroydon, United KingdomHQ checked Sep 6, 20261-107 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 6, 2026
19Partial evidenceLondon, United KingdomHQ checked Sep 6, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 6, 2026
20Indirect evidenceLondon, United KingdomHQ checked Sep 6, 202611-505 contacts →

Indirect evidence

“Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.”

Source: RevenueBase Database · checked Sep 6, 2026
21Partial evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 6, 20261-105 contacts →

Partial evidence

“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.”

Source: RevenueBase Database · checked Sep 6, 2026
22Indirect evidenceBristol, United KingdomHQ checked Sep 6, 202611-504 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 6, 2026
23Strong evidenceLeeds, United KingdomHQ checked Sep 6, 20261-104 contacts →

Strong evidence

“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.”

Source: RevenueBase Database · checked Sep 6, 2026
24Indirect evidenceBury St. Edmunds, United KingdomHQ checked Sep 6, 20261-104 contacts →

Indirect evidence

“Martin-Redman Partners drive is to inform, empower and enhance the client experience through the imaginative application of technology.”

Source: RevenueBase Database · checked Sep 6, 2026
25Indirect evidenceSouth East, United KingdomHQ checked Sep 6, 20261-104 contacts →

Indirect evidence

“We are proud to be a partner of M&G Advice.”

Source: RevenueBase Database · checked Sep 6, 2026

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, 2026
55.7%Verified-email coverage
10.0%Mobile-number coverage
24.9Average contacts per company
1-10Median size (employees)
19.2%Largest-city concentration · London
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
14
51-200
6
201-500
4
501-1,000
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “retirement planning software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among retirement planning 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 its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 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

What is RevenueBase Smart Search?

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

How many retirement planning 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.