Company lists · Data refreshed September 2026
Top 19 Wealth reporting software providers based in London, United Kingdom
RevenueBase identified 36 company matches for wealth reporting software providers associated with London, United Kingdom as of September 2026 and tracks 753 professional contacts across them, including 386 with verified work emails. Across the United Kingdom, London is the largest hub for this category.
This list covers company matches for wealth reporting software providers associated with London, 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 September 29, 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 19 largest wealth reporting software providers based in London, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 208 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 206 contacts → | ||||
Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 88 contacts → | ||||
Exact match “Timeline is the integrated ecosystem built for modern financial advisers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 35 contacts → | ||||
Exact match “Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 28 contacts → | ||||
Exact match “Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 23 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “Equipos is now SimCorp.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “The SaaS Platform for Investment Management and Product Design.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Intelligent Software for Intelligent Professionals Qokoon automates financial analysis, management reporting and PortCo monitoring for Private Equity, Banks and CFOs-…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Invest more efficiently and substantially increase your wealth using the best funds and top fund managers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Dashro was created to provide bespoke IT development solutions for Wealth, Fund and Asset Management institutions servicing small to medium-sized finance companies who believe…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Your Partner in Financial Software Excellence” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “WYER is investment management software designed for VCs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Tao Analytics is an innovative company with ground breaking investment software technology for the global investment management industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Catapult is a Digital Wealth business getting ready for launch in the UK in early 2025.” Recorded in the RevenueBase company graph · Sep 29, 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 “wealth reporting software providers”. 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 19 of 36 wealth reporting software providers based in London, United Kingdom
See the full list, filter by size, metro and specialty, and access 386 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth reporting software providers based in London, 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 London, so it is reported there. Company counts and contact totals on this page are exact for London, over 36 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 London, United Kingdom whose business descriptions match “wealth reporting software providers” 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 386 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 September 29, 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.
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 “wealth reporting software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth reporting software providers are there based in London, United Kingdom?
RevenueBase identified 36 company matches for wealth reporting software providers associated with London, United Kingdom as of September 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 in the United Kingdom has the most wealth reporting software providers?
London leads the United Kingdom with 36 company records, followed by Glasgow (3) and Bristol (2).
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 386 professional contacts with verified work emails tracked across these 36 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 September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 wealth reporting software providers based in London, United Kingdom. Start with a free account, no credit card.
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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.
More company lists
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- New lists
- Wealth reporting software providers based in Mumbai, India
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Company intelligence · public preview
Top 19 wealth reporting software providers based in London, United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 36 matching company records for wealth reporting software providers based in London, United Kingdom, with 753 tracked contacts and 386 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 wealth reporting software providers based in London, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Moneyfarmmoneyfarm.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Valuefyvaluefy.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Timelinetimeline.coHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Instinctinstinctdigital.ioHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Huguenot Services Limitedhuguenots.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Commcisecommcise.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Synapticsynaptic.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Vermilion Software, A Factset Companyfactset.comHQ: London, United KingdomReported employees: Not recorded | London, United Kingdom | Not recorded | Exact match | 15 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Opus Nebulaopus-nebula.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Woven Advicewovenadvice.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Alpima NOW Quantifeedquantifeed.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“The SaaS Platform for Investment Management and Product Design.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Qokoonqokoon.aiHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Intelligent Software for Intelligent Professionals Qokoon automates financial analysis, management reporting and PortCo monitoring for Private Equity, Banks and CFOs-…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Yodelaryodelar.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 4 contacts → |
“Invest more efficiently and substantially increase your wealth using the best funds and top fund managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Dashro Solutionsdashrosolutions.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Dashro was created to provide bespoke IT development solutions for Wealth, Fund and Asset Management institutions servicing small to medium-sized finance companies who believe…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Portal Soft LTDportalsoft.orgHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Your Partner in Financial Software Excellence” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  WYERwyer.vcHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WYER is investment management software designed for VCs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | TAO Analyticstaoanalytics.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Tao Analytics is an innovative company with ground breaking investment software technology for the global investment management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Catapult Financial Technologies UK Limitedcatapultfintech.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Catapult is a Digital Wealth business getting ready for launch in the UK in early 2025.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 36 company matches
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Wealth reporting software providers: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
36 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 36 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth reporting software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth reporting software providers did RevenueBase find based in London, United Kingdom?
The saved snapshot records 36 matching company records, 753 tracked contacts and 386 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth reporting software providers by geography
- Wealth reporting software providers based in Mumbai, India
- Wealth reporting software providers based in New York, United States
- Wealth reporting software providers based in Australia
- Wealth reporting software providers based in Brazil
- Wealth reporting software providers based in Canada
- Wealth reporting software providers based in France
- Wealth reporting software providers based in Germany
- Wealth reporting software providers based in India
- Wealth reporting software providers based in South Africa
- Wealth reporting software providers based in Switzerland
- Wealth reporting software providers based in the United Kingdom
- Wealth reporting software providers based in the United States
Cite this list
RevenueBase Data Team. Top 19 wealth reporting software providers based in London, United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-reporting-software-providers/united-kingdom/london.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth reporting software providers based in Mumbai, India
- Wealth reporting software providers based in New York, United States
- Wealth reporting software providers based in Australia
- Wealth reporting software providers based in Brazil
- Wealth reporting software providers based in Canada
- Wealth reporting software providers based in France
Company intelligence · public preview
Top 19 wealth reporting software providers based in London, United Kingdom
RevenueBase records 36 matching company records for wealth reporting software providers based in London, United Kingdom, with 753 tracked contacts and 386 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 19 wealth reporting software providers based in London, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Moneyfarmmoneyfarm.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Valuefyvaluefy.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 206 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Timelinetimeline.co HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 88 contacts → |
“Timeline is the integrated ecosystem built for modern financial advisers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Instinctinstinctdigital.io HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Our mission is to modernise the investment industry by making it accessible, intelligible and client centric.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Huguenot Services Limitedhuguenots.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Huguenots creates powerful automated investment reporting for the fund management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Commcisecommcise.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Commcise is an integrated cloud-based Research Valuation, Consumption Tracking, Commission Management and Share-of-Wallet reporting solution built to meet the needs of Investment…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Synapticsynaptic.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 23 contacts → |
“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 description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vermilion Software, A Factset Companyfactset.com HQ: London, United KingdomReported employees: Not recorded | London, United Kingdom | Not recorded | Exact match | 15 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Opus Nebulaopus-nebula.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Reporting as a Service provides investment firms, wealth managers and asset servicers with a world-class reporting solution without the costly overhead of managing, maintaining…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Equipossimcorp.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Woven Advicewovenadvice.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Alpima NOW Quantifeedquantifeed.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 7 contacts → |
“The SaaS Platform for Investment Management and Product Design.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Qokoonqokoon.ai HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Intelligent Software for Intelligent Professionals Qokoon automates financial analysis, management reporting and PortCo monitoring for Private Equity, Banks and CFOs-…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Yodelaryodelar.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 4 contacts → |
“Invest more efficiently and substantially increase your wealth using the best funds and top fund managers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dashro Solutionsdashrosolutions.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Dashro was created to provide bespoke IT development solutions for Wealth, Fund and Asset Management institutions servicing small to medium-sized finance companies who believe…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Portal Soft LTDportalsoft.org HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 2 contacts → |
“Your Partner in Financial Software Excellence” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | WYERwyer.vc HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 2 contacts → |
“WYER is investment management software designed for VCs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | TAO Analyticstaoanalytics.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Tao Analytics is an innovative company with ground breaking investment software technology for the global investment management industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Catapult Financial Technologies UK Limitedcatapultfintech.co.uk HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Catapult is a Digital Wealth business getting ready for launch in the UK in early 2025.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 36 company matches
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Wealth reporting software providers: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
36 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 36 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth reporting software providers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth reporting software providers did RevenueBase find based in London, United Kingdom?
The saved snapshot records 36 matching company records, 753 tracked contacts and 386 verified emails. The public preview displays 19 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 19 wealth reporting software providers based in London, United Kingdom. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-reporting-software-providers/united-kingdom/london.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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