Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in the United Kingdom

Name: Wealth management platforms based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 980 companies tracked

RevenueBase identified 980 wealth management platforms headquartered in the United Kingdom as of September 2026 and tracks 40,709 professional contacts across them, including 17,807 with verified work emails. London is the largest hub.

This list covers wealth management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

980Companies

40,709Contacts tracked

17,807Verified emails

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The 25 largest wealth management platforms based in the United Kingdom

Ranked by team size

Top 25 of 980 wealth management platforms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	FNZ	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	5,001-10,000	4,802 contacts →
	Partial evidence “FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.” Source: RevenueBase Database · checked Sep 14, 2026
2	Barclays Wealth Management	Strong evidence	London, United KingdomHQ checked Sep 14, 2026	5,001-10,000	2,717 contacts →
	Strong evidence “Barclays provides wealth management expertise to our clients in the UK.” Source: RevenueBase Database · checked Sep 14, 2026
3	RBC Brewin Dolphin	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	1,001-5,000	1,927 contacts →
	Partial evidence “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Source: RevenueBase Database · checked Sep 14, 2026
4	Quilter	Strong evidence	London, United KingdomHQ checked Sep 14, 2026	1,001-5,000	1,534 contacts →
	Strong evidence “As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.” Source: RevenueBase Database · checked Sep 14, 2026
5	Stonehage Fleming	Indirect evidence	Jersey, United KingdomHQ checked Sep 14, 2026	501-1,000	929 contacts →
	Indirect evidence “Stonehage Fleming is now Corient.” Source: RevenueBase Database · checked Sep 14, 2026
6	Schroders Personal Wealth	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	501-1,000	721 contacts →
	Partial evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 14, 2026
7	Succession Wealth	Indirect evidence	Birmingham, United KingdomHQ checked Sep 14, 2026	501-1,000	689 contacts →
	Indirect evidence “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Source: RevenueBase Database · checked Sep 14, 2026
8	Fairstone Group LTD	Strong evidence	Sunderland, United KingdomHQ checked Sep 14, 2026	1,001-5,000	593 contacts →
	Strong evidence “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Source: RevenueBase Database · checked Sep 14, 2026
9	Nedbank Private Wealth	Partial evidence	United KingdomHQ checked Sep 14, 2026	201-500	517 contacts →
	Partial evidence “From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Source: RevenueBase Database · checked Sep 14, 2026
10	Partners Capital	Indirect evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	481 contacts →
	Indirect evidence “Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across…” Source: RevenueBase Database · checked Sep 14, 2026
11	Titan Wealth	Strong evidence	London, United KingdomHQ checked Sep 14, 2026	1,001-5,000	448 contacts →
	Strong evidence “Titan Wealth is developing a whole new approach to providing wealth management solutions by acquiring and integrating the full range of wealth services.” Source: RevenueBase Database · checked Sep 14, 2026
12	Moneybox	Strong evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	443 contacts →
	Strong evidence “Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.” Source: RevenueBase Database · checked Sep 14, 2026
13	7im	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	403 contacts →
	Partial evidence “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: RevenueBase Database · checked Sep 14, 2026
14	TRADU	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	347 contacts →
	Partial evidence “Introducing Tradu, the platform built for smarter investing with an institutional edge.” Source: RevenueBase Database · checked Sep 14, 2026
15	Atomos Wealth	Indirect evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	346 contacts →
	Indirect evidence “We’re atomos and we’re here to make your dreams and financial ambitions a reality.” Source: RevenueBase Database · checked Sep 14, 2026
16	JM Finn	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	311 contacts →
	Partial evidence “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Source: RevenueBase Database · checked Sep 14, 2026
17	Saltus	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	501-1,000	284 contacts →
	Partial evidence “Saltus is an independently owned financial planning and investment management company.” Source: RevenueBase Database · checked Sep 14, 2026
18	Wealthtime	Strong evidence	Bath, United KingdomHQ checked Sep 14, 2026	51-200	246 contacts →
	Strong evidence “We’re Wealthtime - an award-winning investment platform that helps advisers deliver the best outcomes for their clients.” Source: RevenueBase Database · checked Sep 14, 2026
19	Kingswood Group	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	232 contacts →
	Partial evidence “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Source: RevenueBase Database · checked Sep 14, 2026
20	Finbourne Technology	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	215 contacts →
	Partial evidence “FINBOURNE is reshaping investment management for the modern data era.” Source: RevenueBase Database · checked Sep 14, 2026
21	Moneyfarm	Strong evidence	London, United KingdomHQ checked Sep 14, 2026	201-500	208 contacts →
	Strong evidence “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Source: RevenueBase Database · checked Sep 14, 2026
22	Investec Wealth & Investment UK	Partial evidence	London, United KingdomHQ checked Sep 14, 2026	501-1,000	207 contacts →
	Partial evidence “Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Source: RevenueBase Database · checked Sep 14, 2026
23	Valuefy	Strong evidence	London, United KingdomHQ checked Sep 14, 2026	51-200	206 contacts →
	Strong evidence “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Source: RevenueBase Database · checked Sep 14, 2026
24	SECCL	Partial evidence	Bath, United KingdomHQ checked Sep 14, 2026	201-500	202 contacts →
	Partial evidence “Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.” Source: RevenueBase Database · checked Sep 14, 2026
25	WH Ireland	Strong evidence	London, United KingdomHQ checked Sep 14, 2026	51-200	198 contacts →
	Strong evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 14, 2026

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 platforms. 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 platforms.
Partial evidence: Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management platforms. 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 25 of 980 wealth management platforms based in the United Kingdom

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Wealth management platforms based in the United Kingdom at a glance

As of Sep 14, 2026

43.7%Verified-email coverage

41.5Average contacts per company

1-10Median size (employees)

39.0%Largest-city concentration · London

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

565

11-50

279

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 980 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 platforms, 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 “wealth management platforms”. 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 platforms), 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 platforms, 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, 17,807 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 14, 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 platforms by metro

Wealth management platforms in London382

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 platforms, 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 platforms are there based in the United Kingdom?

RevenueBase identified 980 wealth management platforms 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?

FNZ, headquartered in London, tops this list with the largest team on record.

Which city has the most wealth management platforms?

London leads with 382 headquartered companies, followed by Manchester (18) and Glasgow (15).

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 17,807 verified decision-maker contacts tracked across these 980 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 14, 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.