Company lists · Data refreshed November 2026

Top 25 Robo-advisor software companies based in the United Kingdom

Name: Robo-advisor software companies based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 144 companies tracked

RevenueBase identified 144 company matches for robo-advisor software companies associated with the United Kingdom as of November 2026 and tracks 2,139 professional contacts across them, including 1,067 with verified work emails. London is the largest hub.

This list covers company matches for robo-advisor 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

144Companies

2,139Contacts tracked

1,067Verified emails

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The 25 largest robo-advisor software companies based in the United Kingdom

Ranked by team size

Top 25 of 144 company matches for robo-advisor software companies based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Moneyfarm	Exact match	London, United KingdomHQ recorded Nov 5, 2026	201-500	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
2	Wealthify	Exact match	Cardiff, United KingdomHQ recorded Nov 5, 2026	11-50	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
3	Wealth Wizards	Exact match	United KingdomHQ recorded Nov 5, 2026	51-200	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
4	Unbiased	Exact match	London, United KingdomHQ recorded Nov 5, 2026	51-200	104 contacts →
	Exact match “Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Timeline	Exact match	London, United KingdomHQ recorded Nov 5, 2026	51-200	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
6	EV	Exact match	Newbury Business Park, United KingdomHQ recorded Nov 5, 2026	51-200	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
7	Fundment	Exact match	London, United KingdomHQ recorded Nov 5, 2026	51-200	79 contacts →
	Exact match “We've built Fundment to propel financial advice businesses through technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Dunstan Thomas DT	Exact match	Portsmouth, United KingdomHQ recorded Nov 5, 2026	51-200	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
9	Apex Fintech Solutions UK	Exact match	Belfast, United KingdomHQ recorded Nov 5, 2026	51-200	69 contacts →
	Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Curo By Time4advice	Exact match	Norwich, United KingdomHQ recorded Nov 5, 2026	11-50	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
11	True Potential Wealth Management LLP	Exact match	Gorseinon Swansea, United KingdomHQ recorded Nov 5, 2026	n/a	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
12	Arabesque	Exact match	London, United KingdomHQ recorded Nov 5, 2026	201-500	53 contacts →
	Exact match “Founded in 2013 following a management buyout from Barclays, Arabesque focuses on AI-driven portfolio management through Arabesque AI and its autonomous portfolio management…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Rimbal	Exact match	London, United KingdomHQ recorded Nov 5, 2026	51-200	29 contacts →
	Exact match “Rimbal is a national platform for independent financial advice firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Collidr	Exact match	London, United KingdomHQ recorded Nov 5, 2026	11-50	29 contacts →
	Exact match “About us Collidr is part of Isio - a modern advisory firm, working with clients of all sizes and sectors on pensions, employee benefits and wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Velexa	Exact match	London, United KingdomHQ recorded Nov 5, 2026	11-50	25 contacts →
	Exact match “Velexa, part of EXANTE, helps financial institutions and disruptive players capitalise on the demand for modern and embedded investing experiences.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Synaptic	Exact match	London, United KingdomHQ recorded Nov 5, 2026	51-200	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
17	Attix AI UK	Exact match	London, United KingdomHQ recorded Nov 5, 2026	51-200	17 contacts →
	Exact match “Innovation Meets Excellence Providing transformative AI solutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Fintegrate	Exact match	Chorley, United KingdomHQ recorded Nov 5, 2026	11-50	16 contacts →
	Exact match “Fintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Interactive Advisors	Exact match	London, United KingdomHQ recorded Nov 5, 2026	11-50	16 contacts →
	Exact match “It’s an incredibly simple concept that’s also very powerful.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	NINGI	Exact match	Stamford, United KingdomHQ recorded Nov 5, 2026	1-10	16 contacts →
	Exact match “Ningi - Technology to power up Financial Planning.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Coinrule YC	Exact match	Clerkenwell, United KingdomHQ recorded Nov 5, 2026	11-50	14 contacts →
	Exact match “Coinrule lets you automate your investments across with AI to protect your funds and catch the next great market opportunity - AI Agentic Trading Unlocked.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Automwrite	Exact match	Winchester, United KingdomHQ recorded Nov 5, 2026	11-50	11 contacts →
	Exact match “Automwrite is an AI platform that delivers financial reports written as if you hired an outsourced paraplanner.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Justfa	Exact match	London, United KingdomHQ recorded Nov 5, 2026	11-50	11 contacts →
	Exact match “JustFA is all-in-one advice & investment platform for financial advisers to run and grow their businesses online.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Welrex	Exact match	London, United KingdomHQ recorded Nov 5, 2026	1-10	10 contacts →
	Exact match “WELREX provides institutional-grade access to traditional, alternative, and digital investments through a modern open-architecture platform for private clients and wealth…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Succession Advisory Services LTD	Exact match	Birmingham, United KingdomHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” 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 “robo-advisor 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 144 robo-advisor software companies based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 1,067 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Robo-advisor software companies based in the United Kingdom at a glance

As of Nov 5, 2026

49.9%Verified-email coverage

14.9Average contacts per company

1-10Median size (employees)

68.1%Largest-city concentration · London

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 144 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 “robo-advisor 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 1,067 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.

Robo-advisor software companies by metro

Robo-advisor software companies in London98

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 “robo-advisor software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many robo-advisor software companies are there based in the United Kingdom?

RevenueBase identified 144 company matches for robo-advisor software companies 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?

Moneyfarm tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most robo-advisor software companies?

London leads with 98 company records, followed by Bristol (3) and Cardiff (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 1,067 professional contacts with verified work emails tracked across these 144 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.

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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.