Company lists · Data refreshed September 2026
Top 19 Wealth management marketing agencies based in Leeds, United Kingdom
RevenueBase identified 46 wealth management marketing agencies headquartered in Leeds, United Kingdom as of September 2026 and tracks 1,185 professional contacts across them, including 735 with verified work emails. Across the United Kingdom, London is the largest hub for this category (805 companies); Leeds has 46.
This list covers wealth management marketing agencies headquartered in Leeds, 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 29, 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.
The 19 largest wealth management marketing agencies based in Leeds, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 415 contacts → | ||||
Partial evidence “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 339 contacts → | ||||
Strong evidence “2plan wealth management is the UK's largest independent advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 188 contacts → | ||||
Indirect evidence “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Partial evidence “Creode As a digital marketing agency specialising in meeting the unique demands of today’s financial services sector, our business is built on understanding yours.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “What’s Your Brand Ambition?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Strong evidence “The True Wealth Group’s management team has been providing financial planning, wealth management, consultancy and other services together for 20 years.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Strong evidence “Based in the financial centre of Leeds, MacIntosh James & Partners provides unrivalled wealth management services to meet the personal needs of our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “At Victoria Court Private Clients, we place our clients at the heart of the business.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Partial evidence “We focus on world-class marketing, a results-driven approach, and a personal service to get you moving with confidence” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “Elephant Marketing is a full service agency providing bespoke marketing solutions to clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Do you need help with: Brand Development, Online Presence or Marketing Mentoring?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “We are independent Financial Planners based in Leeds.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Vast experience, impressive contacts and a desire to work hard for our clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Umami is the fifth category of taste.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Revolutionising wealth management through cutting-edge technology” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “TFAS Enterprises brings together market leading digital marketing capability and independent financial advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Financial Planning and Wealth Management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Palm Financial Management - We provide bespoke financial advice and management personalised to your unique requirements, to help you achieve your financial goals” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Stop wasting time trying to navigate complex algorithms, changing marketing trends and digital platforms you don’t fully understand.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management marketing agencies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management marketing agencies.
- Partial evidence
- Its own public description names part of wealth management marketing agencies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management marketing agencies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 19 of 46 wealth management marketing agencies based in Leeds, United Kingdom
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Wealth management marketing agencies based in Leeds, United Kingdom at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Leeds, so it is reported there. Company counts and contact totals on this page are exact for Leeds, over 46 companies.
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 wealth management marketing agencies, 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 Leeds, United Kingdom whose own description of what they do matches “wealth management marketing agencies”. 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 wealth management marketing agencies), 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 wealth management marketing agencies, and records with no verified work email. Companies headquartered outside Leeds 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, 735 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 29, 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.
Wealth management marketing agencies by metro in the United Kingdom
- Wealth management marketing agencies in London805
- Wealth management marketing agencies in Manchester64
- Wealth management marketing agencies in Glasgow38
- Wealth management marketing agencies in Birmingham34
- Wealth management marketing agencies in Edinburgh31
- Wealth management marketing agencies in Bristol29
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 wealth management marketing agencies, 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 wealth management marketing agencies are there based in Leeds, United Kingdom?
RevenueBase identified 46 wealth management marketing agencies headquartered in Leeds, 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?
Progeny, headquartered in Leeds, tops this list with the largest team on record.
Which city in the United Kingdom has the most wealth management marketing agencies?
London leads the United Kingdom with 805 headquartered companies, followed by Manchester (64) and Leeds (46).
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 735 verified decision-maker contacts tracked across these 46 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 29, 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.
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