Financial Advice Companies Using Wix in the UK: 74 Active Firms (2026)
Financial advice firms using no-code website platforms publish service information and lead-capture content for UK clients.
For financial advice practices, a no-code website platform is usually a front-office publishing and enquiry channel rather than a core advice system. It supports service pages, adviser biographies, forms, guides and event content, with enough control for partners or marketing staff to update pages without a developer backlog. Adoption tends to signal a modest digital budget, a preference for template-led delivery, and a direct-client acquisition model where credibility and responsiveness matter. The buying centre is often practice management, marketing or an outsourced web agency; procurement is lighter than for CRM, portfolio management or compliance tooling.
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UK adoption in this narrowed financial-advice cohort covers 74 actively trading companies. Among detected CMSs in the sector, the platform sits second with 9.5% share from a denominator of 777, behind the dominant CMS category. The regional skew is clear: London accounts for 48.6% of the cohort, followed by the South East at 10.8%, while the East of England, North West and Scotland each account for 6.8%. Across firms with reported headcount, employment totals 94 people.
Website procurement in financial advice is rarely just a design choice. Public pages can carry suitability cues, fee explanations, testimonials, downloadable guides and lead forms, so approval processes tend to involve advisers or compliance consultants as well as marketing staff. No-code builders reduce implementation friction, but they also place more responsibility on the practice to manage cookie banners, form routing, retention of enquiry records and evidence that claims remain current. Add-on marketplaces broaden functionality, yet they can introduce extra privacy and security review work when analytics, scheduling or embedded content is used.
Adoption appears likely to remain practical rather than fashionable. Owner-led and local advisory practices tend to value tools that let non-technical staff edit pages, publish guidance and refresh contact routes without commissioning a rebuild. Larger advice groups may continue to prefer CMS and marketing stacks with more workflow control, audit trails and integration depth. The main pressure on this cohort is not novelty; it is keeping public content accurate, privacy handling defensible, and enquiry journeys credible as website builders bundle more marketing features into standard packages.
What’s in the file
One row per company, 50+ columns — everything below plus each company’s verified directors, from Companies House filings.
Company data
Verified directors — included
Adoption by company size
Adoption of Wix varies by company size across the trading UK financial advice companies in this cohort. 0.6% of the 10,422 companies with under 10 employees run Wix (61 detected). 6.3% of the 192 companies with 10–50 employees run Wix (12 detected). 0% of the 15 companies with over 50 employees run Wix (0 detected). That is a 0.6% gap between the over 50 employees and under 10 employees bands.
74
Active firms
2026
9.5%
Of detected CMS share
UK financial advice
5
Median headcount
Filed accounts
146
Verified directors
Across this cohort
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Key facts
8% of the cohort was incorporated since 2022 (6 firms), so a sizeable share is in its first few filing cycles.
The platform on this page accounts for 9.5% (74) of the 777 financial advice firms with a detectable CMS, behind a 68.1% (529) incumbent and just ahead of an 8.5% (66) peer platform.
London holds 48.6% (36) of the detected financial advice cohort running this platform, compared with 10.8% (8) in the South East.
The most common overlapping sector tags are Management Consulting at 71.6% (53), Investment Banking at 35.1% (26), and Accounting & Audit at 17.6% (13).
Adjacent tooling is lightly detected: 8.1% (6) also run on-site app widgets, while analytics and paid-social tooling each appear at 5.4% (4).
CMS market share among UK Financial Advice
Share of the 777 UK Financial Advice with a detectable system. As of June 2026.
What else do Wix-running Financial Advice run?
Share of the 74 Wix-running UK companies where each technology was also detected. As of June 2026.
Where Wix Financial Advice are, and how healthy they look
By region
By registered-office region; companies without a regional match count toward Rest of UK.
By financial health
From filed accounts; firms with fewer than two filings show as insufficient history.
5
Median headcount
£505.9K
Median UK turnover
0%
Above £5M turnover
6
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 144 companies, alongside financials and websites, in one CSV file.
Top UK Financial Advice using Wix
Ranked by sales-readiness score: an AI model assesses what each company does, its sector and size, and scores its overall fit. Best-fit prospects appear first.
Financial sub-scores
Computed from 4 filingsArranges mortgage products including residential, buy‑to‑let, new build, self‑employed and high‑value loans, and advises on insurance such as life cover, critical illness, income protection, business…
Serves UK consumers, including homeowners, landlords, self-employed borrowers, high-value mortgage applicants, and individuals arranging personal, property or business protection cover.
Financial Health
StableStable · Hiring · 34% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsProvides consultancy on cross-border wealth structuring, international lifestyle planning and global mobility for investors. Publishes analysis on market trends, residency pathways and policy…
Serves UK investors and private clients seeking guidance on cross-border wealth, international lifestyle planning, global mobility, residency options, and related market or policy insights.
Financial Health
StableStable · -14% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides wealth management and brokerage services for professional investors, including multi‑asset trade execution, prime brokerage, custody, foreign exchange and payment services, and…
Serves professional clients, institutional investors and eligible individual investors seeking brokerage, custody, execution and wealth management support.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 2y
Location
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Provides investment management and wealth advisory services to entrepreneurs, family offices and institutional investors. Offers portfolio management, strategic investment advice and oversight…
Serves entrepreneurs, family offices and institutional investors seeking independent wealth and investment support across generations, with a global client orientation.
Location
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Financial sub-scores
Computed from 3 filingsProvides independent investment governance, strategy and implementation advice to institutional investors such as pension schemes, charities and endowments. Also acts as a fund placement and…
Serves institutional investors, including public pension schemes, charities and endowments, and works with long-only, private equity, real estate and hedge fund managers.
Financial Health
StrongStrong · Profitable, Growing, Hiring · 22% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides investment and advisory services through a family office and private equity platform. Invests in private companies, real estate and technology ventures, and advises on cross-border…
Serves ultra-high-net-worth families, especially affluent women from the Middle East, plus late-stage technology companies, Western businesses entering the GCC, and Middle Eastern companies seeking…
Financial Health
HealthyHealthy · -16% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsAdvises businesses on and arranges commercial finance, including cash flow finance, asset finance, property and development funding, acquisition finance, and grant funding. Sources funding from…
Serves businesses seeking commercial finance, alongside introducers such as banks, accountants, IFAs, business consultants, solicitors and mortgage brokers, and commercial finance sales professionals.
Financial Health
StableStable
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advisory services focused on alternative investments, including capital introduction, private placement support, and asset advisory for entrepreneurs, venture capital firms, family…
Serves entrepreneurs, venture capitalists, family offices, ultra-high-net-worth individuals and private investors in Asia seeking alternatives-focused financial advisory relationships.
Financial Health
StrongStrong
Location
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Financial sub-scores
Computed from 5 filingsProvides investment management and financial advisory services, including structuring financial instruments and arranging capital for projects. Works with institutional and individual investors on…
Targets institutional and individual investors, and energy, industrial and government organisations involved in oil and gas, infrastructure, real estate, mining and other capital-intensive projects…
Financial Health
HealthyHealthy · Hiring · 9% CAGR over 4y
Location
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Provides commercial loan brokerage and financial consulting for businesses, arranging debt and equity financing including senior and mezzanine loans, asset‑based lending and construction finance.…
Serves businesses worldwide seeking non-regulated commercial finance, including companies funding growth, restructuring, expansion, construction, infrastructure, transactions or large projects, plus…
Financial Health
N/AN/A
Location
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Manages segregated multi-asset investment portfolios and offers specialised investment opportunities for investors. Focuses on private market transactions and strategies, including a liquid private…
Serves investors seeking specialised private market opportunities, segregated multi-asset portfolio management and exposure to liquid private credit strategies.
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance advisory services to businesses, including raising debt and equity funding, advising on mergers and acquisitions, and structuring finance for property transactions and…
Serves businesses and property operators seeking corporate or property finance, including SMEs and privately owned companies across property, manufacturing, food and drink, agtech, retail, energy,…
Financial Health
StableStable · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides accounting and financial advisory services to businesses, including statutory accounts preparation, bookkeeping, VAT returns, corporate and personal tax compliance, payroll management,…
Serves ambitious growing businesses and SMEs needing senior finance leadership, including firms navigating growth, turnaround, acquisitions or exit, plus finance professionals aspiring to CFO or…
Financial Health
StableStable · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides corporate finance and strategic advisory services to entrepreneurs and investors, specialising in mergers and acquisitions, buy‑side and sell‑side advisory, pre‑sale business optimisation,…
Serves entrepreneurs, founders, shareholders, family businesses and private investors, with emphasis on cross-border markets in the UK/Europe, Southern Africa and MENA.
Financial Health
DistressedDistressed · -70% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides corporate finance advisory services for small to mid-cap transactions, including mergers and acquisitions, divestments, capital raising, debt financing, and business valuations. Advises…
Targets corporate companies, financial investors and business owners involved in small to mid-cap transactions, including owners of family businesses and firms seeking capital, buyers or exits.
Financial Health
WeakWeak · -11% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides financially focused management and advisory services to early-stage and growing businesses. Works with management teams to support financial planning, reporting, budgeting and strategic…
Serves early-stage and growing businesses, typically with turnover or inward investment of £250k-£20m, whose management teams need senior financial support.
Financial Health
WeakWeak
Location
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Financial sub-scores
Computed from 3 filingsProvides corporate finance and mergers and acquisitions advisory services. Advises companies and investors on acquisitions, sales, growth through M&A, private equity and venture capital investments…
Serves business owners, management teams, investors and private equity or venture capital firms across financial services, food and beverage, online betting, technology, property, leisure, healthcare…
Financial Health
StableStable · -7% CAGR over 2y
Location
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Financial sub-scores
Computed from 4 filingsProvides financial advisory and investment services including project finance, private equity, structured finance and asset management. Supports clients with investment banking activities such as…
Serves business and principal clients seeking cross-border finance and advisory support, including buyers in investment banking, private equity, project finance and structured finance, with apparent…
Financial Health
WeakWeak
Location
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Financial sub-scores
Computed from 5 filingsProvides advisory services to company directors on business recovery, corporate restructuring and insolvency. Offers support with winding‑up petitions, debt recovery, finance solutions and issues…
Serves UK company directors and business owners facing financial pressure, insolvency risk, winding-up petitions, debt recovery issues or personal guarantee exposure, across small and medium-sized…
Financial Health
HealthyHealthy · 0% CAGR over 5y
Location
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Financial sub-scores
Computed from 5 filingsProvides accounting and financial consultancy services to businesses, particularly recruitment firms. Services include bookkeeping and accounting support, cashflow planning, strategic planning, and…
Serves recruitment businesses, particularly SMEs, business owners and leadership teams, as well as existing finance teams needing support through growth, restructuring or exit stages.
Financial Health
HealthyHealthy · Hiring · 17% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides fund placement and financial advisory services to asset managers and professional investors, including raising capital for private equity and alternative investment funds, arranging…
Serves asset managers and professional investors worldwide, including alternative investment fund managers and institutional buyers in private equity, hedge funds, real estate, infrastructure and…
Financial Health
WeakWeak · -68% CAGR over 4y
Location
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123 more companies and their verified directors are in the file
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How Wix usage is detected
Company data
Detected companies are joined to UK Companies House records and XBRL accounts data. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.
Detection
Firmbase crawls the public website of actively-trading UK companies and fingerprints the technologies present: tracking scripts, embedded forms, chat widgets, CMS markers and similar signatures. A company is included in this list when one or more of the technology's signatures are found on its site; closely-related variants of the same product are grouped under one name. Detection covers what is visible on the public web — a company using the technology purely internally, with no website footprint, will not appear. Counts are therefore a conservative floor, not a ceiling. financial advice companies are identified using Firmbase's semantic classification of company activity, built from filings, websites and registered SIC codes rather than SIC codes alone. The detected counts and share figures on this page are computed within that sector cohort, so "share" always means share of financial advice companies with a detectable system — not of all UK companies.
Freshness
Websites are re-crawled on a rolling basis and the underlying company data is refreshed from Companies House continuously; filings appear within days of submission. The list and its statistics are regenerated when the detected cohort moves meaningfully. You can see the last-updated timestamp near the top of the page.
Wix is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.
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Frequently asked questions
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