Wealth Management Companies Using Amazon Web Services in the UK: 117 Active Firms (2026)
Wealth management cloud adopters use hosted infrastructure to run client portals, analytics and compliance workflows across the UK market.
For wealth managers, the platform typically sits behind client portals, adviser workbenches, onboarding journeys and reporting layers rather than acting as a visible customer proposition. Adoption points to a business with some internal or outsourced technology capacity, a direct digital channel, and enough data movement to care about hosting, uptime and controlled access. The buying centre tends to sit between operations, compliance, technology and adviser leadership: operations wants cleaner administration, compliance wants auditability, and advisers want faster client servicing. Engagements are usually recurring cloud and managed-services relationships rather than one-off web builds, with spend governed by security reviews and integration needs.
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Across UK wealth management, 117 companies are actively trading while running the platform on their public web estate. Reported employment across the cohort is 767 people, suggesting a list weighted towards lean advisory, administration and investment-operations teams rather than large banking groups. Within detected PaaS use for the sector, the platform sits at the head of the category-share ranking, at 52.9% against a comparison base of 221 wealth-management detections. The registered-office skew is also financial-centre heavy: London accounts for 29.9% of the cohort, followed by the South East at 17.9% and the North West at 12.8%.
Procurement is shaped less by website hosting alone than by evidence around resilience, access control and third-party oversight. Co-occurrence patterns point to multi-service estates: object storage appears alongside the platform in 62.4% of cases, tag-management tools in 54.7%, content-delivery services in 47.0% and edge-security services in 42.7%. For regulated wealth managers, that mix brings privacy notices, cookie governance, retention controls and incident-response processes into the same buying conversation as hosting. Smaller firms may rely on managed-service partners, but accountability for client communications and operational continuity remains with the wealth-management business.
Cloud adoption in wealth management appears to be moving from simple brochure-site hosting towards more integrated client-service stacks, especially where onboarding, portfolio reporting and adviser workflow sit online. The cohort still looks weighted towards lean firms, so migration choices tend to be pragmatic: managed hosting, packaged compliance tooling and selective use of analytics rather than large internal platform teams. Vendor consolidation may also matter, as infrastructure, storage, delivery and security services are often bought together. Over time, buyers are likely to ask for clearer assurance on resilience and data handling, which could favour suppliers able to document controls without adding excessive operational burden.
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
Active director count is the full Companies House board, so it can be higher than the number of names listed — we leave out nominee and formation-agent directors, who aren’t worth contacting. It’s blank for the small number of companies whose officers we haven’t fetched yet.
You’re charged per business, not per row. Where a business trades through several registered companies you get every one, and the Group Primary column marks one row per business — filter to those and the count matches your invoice. Rows sharing a website are not automatically one business: franchises and multi-site operators each count separately, and where names don’t prove a relationship we count them apart rather than guess.
Adoption by company size
Adoption of Amazon Web Services rises with company size across the trading UK wealth management companies in this cohort. 1.9% of the 5,347 companies with under 10 employees run Amazon Web Services (104 detected). 2.6% of the 453 companies with 10–50 employees run Amazon Web Services (12 detected). 3.6% of the 28 companies with over 50 employees run Amazon Web Services (1 detected). That is a 1.7% gap between the over 50 employees and under 10 employees bands.
117
Active firms
2026
52.9%
Of detected PaaS share
UK wealth management
4
Median headcount
Filed accounts
243
Verified directors
Across this cohort
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Key facts
About 1% of the trading cohort reports turnover above £5M (2 of 117 firms) — the rest sits below that revenue band.
10% of the cohort was incorporated since 2022 (12 firms), so a sizeable share is in its first few filing cycles.
A single cloud platform accounts for 52.9% (117) of detected PaaS use among 221 wealth-management firms with a detectable system.
The nearest alternative PaaS system is detected at 29.0% (64), followed by smaller alternatives at 14.5% (32) and 11.3% (25).
London represents 29.9% (35) of the cohort, followed by the South East at 17.9% (21) and the North West at 12.8% (15).
Cloud storage is also detected for 62.4% (73) of the cohort, and tag-management tooling for 54.7% (64).
Sector tags overlap with adjacent regulated markets: Asset Management appears on 29.9% (35), Insurance on 26.5% (31) and Fintech on 21.4% (25).
Hosting & PaaS market share among UK Wealth Management
Share of the 221 UK Wealth Management with a detectable system. As of June 2026.
What else do Amazon Web Services-running Wealth Management run?
Share of the 117 Amazon Web Services-running UK companies where each technology was also detected. As of June 2026.
Where Amazon Web Services Wealth Management 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.
4
Median headcount
£279.3K
Median UK turnover
1.7%
Above £5M turnover
12
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 383 businesses, alongside financials and websites, in one Excel + CSV file.
Top UK Wealth Management using Amazon Web Services
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.
- Wealthtime08867516
- Wealthtime06622022
Provides an investment platform for financial advisers, offering tools and administration for managing client portfolios. Supports investments such as funds, ISAs and pensions, with portfolio…
Sells to financial advisers and wealth management firms, supporting professionals who manage client investments, pensions, ISAs and retirement planning through platform-based services and tools.
Location
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Financial sub-scores
Computed from 5 filingsProvides an online investment platform for individual investors, offering access to mutual funds and portfolios. Enables investment through Stocks and Shares ISAs, personal pensions, junior ISAs and…
Serves UK resident retail investors, including people saving for themselves, retirement or a child’s future, from beginners wanting managed investing to hands-on investors choosing their own funds.
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
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Provides a digital investment platform for financial advisers, offering client account opening, transfers, portfolio management tools, model portfolio services marketplace, custom indexing, and…
Serves B2B financial advisers, financial planners and wealth management firms seeking investment platform technology for managing portfolios and client accounts.
Location
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Provides online investment management services, offering managed portfolios through accounts such as Stocks and Shares ISAs, Junior ISAs, self‑invested personal pensions and general investment…
Serves UK retail investors, savers and parents seeking ISA, Junior ISA, pension and general investment accounts for long-term wealth goals, retirement planning or children’s savings.
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- Clifton Asset Management07487477
Financial sub-scores
Computed from 4 filingsOperates financial services and financial technology businesses providing pension trustee and administration services, self‑invested pension products, discretionary managed model portfolios,…
Serves financial advisers, wealth-management firms and their clients, plus business owners and individuals seeking pension, investment and wealth-management services, including SSAS/SIPP users and…
Financial Health
StableStable · 0% CAGR over 3y
Location
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- AJ Bell03091664
- AJ Bell10478589
Financial sub-scores
Computed from 5 filingsOperates an online investment platform providing retail investors with stocks and shares ISAs, self‑invested personal pensions, junior ISAs and general dealing accounts. Enables users to research,…
Sells to retail investors and savers managing their own money, including first-time investors, parents investing for children, retirement savers and first-time buyers, and also serves financial…
Financial Health
StableStable · Hiring · 18% CAGR over 4y
Location
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- Portfoliometrix07868445
- PortfolioMetrix11800611
Financial sub-scores
Computed from 5 filingsProvides discretionary investment management and portfolio management services for financial advisers, including model portfolios, risk profiling, and investment oversight. Develops technology…
Serves financial advisers, IFAs and adviser-led wealth management practices that manage client portfolios and want to scale their advice businesses.
Financial Health
StableStable · -66% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides an online investment platform for wealth managers and financial advisers to access and administer alternative and tax‑efficient investments, including EIS and SEIS funds, venture capital…
Serves wealth managers, financial advisers and their high-value clients, primarily investors seeking UK tax-efficient and private-market investment options.
Financial Health
StableStable · Hiring · 15% CAGR over 3y
Location
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- FNZ13752545
- FNZ08472254
- FNZ13752835
- FNZ09571767
Provides digital wealth management platform services for banks, wealth managers, insurers and asset managers. Integrates investment administration, trading, custody, advisor tools and operational…
Serves B2B financial institutions, including banks, wealth managers, insurance groups and asset managers, that manage retail and advised investment relationships across multiple wealth segments.
Location
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Provides an online investment platform enabling individuals to buy, sell and hold shares, funds, ETFs, bonds and investment trusts. Offers accounts including Stocks and Shares ISAs, SIPPs, trading…
Serves UK retail investors, pension savers and ISA holders, including beginners, self-directed share/fund investors, retirees managing drawdown, self-employed SIPP customers and some businesses using…
Location
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Provides an online investment platform enabling individuals and advisers to manage portfolios through accounts such as self‑invested personal pensions (SIPPs), stocks and shares ISAs, and dealing…
Serves retail investors in the UK, especially DIY savers and individuals managing ISAs, SIPPs, Junior ISAs and dealing accounts. Also targets first-time buyers, parents saving for children, and…
Location
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Financial sub-scores
Computed from 3 filingsProvides a cloud-based financial reporting and planning platform for advisers. Aggregates and standardises client investment data from multiple providers, consolidates holdings including private…
Serves financial advisers, wealth managers and other intermediaries who manage clients with complex, multi-provider wealth, including private equity, debt securities and alternative investments.
Financial Health
StrongStrong · 67% CAGR over 1y
Location
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Financial sub-scores
Computed from 3 filingsOperates an online investment platform providing access to private market opportunities including private equity, venture capital, real estate and private credit funds. Also supports portfolio…
Serves individual investors, family offices and wealth managers seeking access to private and alternative market investments, including private equity, private credit, fund-of-funds and co-investment…
Financial Health
WeakWeak · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides software infrastructure and platform technology for wealth management firms, enabling financial advisers and discretionary managers to operate investment platforms, manage client portfolios,…
Serves B2B wealth management firms, private banks, platform operators, consolidators, financial advisers and discretionary fund managers that need institutional-grade infrastructure for client…
Financial Health
StableStable · -14% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides digital platform and structuring services for private market investments. Enables wealth managers and asset managers to launch fund vehicles, manage investor onboarding, KYC/AML,…
Sells to B2B financial institutions in private markets, especially wealth managers, private banks, EAM desks, multi-family offices, foundations, institutional LPs, general partners and asset managers…
Financial Health
StrongStrong · Hiring · 41% CAGR over 2y
Location
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Financial sub-scores
Computed from 4 filingsProvides financial planning, wealth planning and regulated financial advice to individuals. Offers investment and pension management through online portfolios, financial forecasting tools and…
Serves individuals and households seeking financial advice, including people with up to £200k to invest and higher-wealth households with £200k+ in savings, pensions or investments.
Financial Health
HealthyHealthy · 0% CAGR over 3y
Location
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Financial sub-scores
Computed from 2 filingsProvides managed portfolio services and investment portfolio strategies for financial advisers. Offers a portfolio discovery system to assess investor objectives and risk appetite, supporting…
Serves UK financial advisers and adviser firms, exclusively partnering with them to support investment portfolio recommendations and managed portfolio access for their end clients.
Financial Health
HealthyHealthy · Hiring · 100% CAGR over 1y
Location
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Financial sub-scores
Computed from 5 filingsProvides discretionary managed portfolio services for financial advisers. Designs and manages risk‑profiled investment portfolios using fund research, offering model portfolios across active,…
Serves financial advice businesses, financial advisers and other investment professionals looking to support client investment portfolios; not aimed at private investors.
Financial Health
WeakWeak
Location
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Financial sub-scores
Computed from 5 filingsOperates an online investment platform for retail investors and financial advisers. Offers stocks and shares ISAs, self‑invested personal pensions (SIPPs), dealing accounts and junior ISAs, with…
Serves UK retail investors managing their own ISAs, pensions and dealing accounts, including savers, retirement planners, parents investing for children and first-time buyers; also signposts a…
Financial Health
HealthyHealthy · Growing · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides client relationship management and account servicing for users of an alternative investment technology platform, acting as a UK point of contact for client inquiries, support requests, and…
Serves B2B financial services clients, including wealth managers, asset managers, financial advisors, banks and institutions involved in private markets, alternatives, structured investments and…
Financial Health
StrongStrong
Location
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Provides stockbroking, wealth management and investment services, including portfolio management, financial planning and self-directed trading. Also offers investment banking advisory, capital…
Serves individual investors and families, self-directed and active traders, corporates, institutions, charities, credit unions and financial intermediaries.
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Financial sub-scores
Computed from 2 filingsProvides an online investment platform offering stocks and shares ISAs, pension accounts, fund and share dealing, and cash savings products. Also supplies ready‑made portfolios, investment research,…
Serves UK consumers managing investments, savings, ISAs and pensions, including parents investing for children, plus employers and workplace pension scheme members seeking employee investment and…
Financial Health
HealthyHealthy · Hiring · 20% CAGR over 1y
Location
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Financial sub-scores
Computed from 3 filingsProvides workplace auto‑enrolment pension schemes for employers and employees, including pension accounts, contribution management, transfers from existing pensions, and investment options, delivered…
Serves UK businesses with workplace pension needs, especially payroll, HR and people operations teams, alongside individual savers and advisers managing pension arrangements.
Financial Health
StrongStrong
Location
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Computed from 5 filingsOperates an online platform providing educational content, tools and product comparisons on Islamic finance, including halal investing, mortgages and zakat. Also offers an investment platform giving…
Targets Muslim consumers worldwide, including new and experienced investors, who need Sharia-compliant options for personal finance, investments, mortgages, zakat, wills and wealth-building decisions.
Financial Health
StableStable · -56% CAGR over 4y
Location
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- DowningOC403926
- Downing08620248
- DowningOC428743
- DowningOC380595
- DowningOC341575
Financial sub-scores
Computed from 4 filingsProvides investment management services and investment products including funds, bonds and inheritance tax planning portfolios. Invests client capital in renewable energy, infrastructure, private…
Serves individual investors, financial advisers and institutional investors, plus businesses seeking funding, including SME property developers, management teams, bridging finance lenders and firms…
Financial Health
StrongStrong · Profitable · -6% CAGR over 3y
Location
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Manages investment products including funds, bonds and inheritance tax planning services. Invests client capital in asset‑backed businesses and assets such as renewable energy, infrastructure,…
Serves individual investors, financial advisers and institutional investors, alongside businesses seeking funding, including SME property developers, intermediary partners and SME or bridging finance…
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- Aventur Wealth12408944
Financial sub-scores
Computed from 5 filingsProvides financial planning and advisory services supported by an online money management platform. Offers investment guidance, pension planning, mortgage advice and goal‑based financial plans, with…
Serves consumers seeking financial planning, including beginner investors, families, homeowners and US expats, plus business owners needing personal or company-related financial advice.
Financial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides investment advice and portfolio analysis services for private investors. Offers fund research tools, performance reports, fund manager reviews, and model portfolio insights, along with…
Serves private investors seeking regulated investment advice and portfolio analysis, plus charities and trusts, professional advisers, financial advice firms, and education authorities seeking…
Financial Health
StrongStrong · Hiring · 37% CAGR over 4y
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Provides brokerage accounts and trading platforms enabling international and UK investors to invest in U.S. securities. Offers access to equities and other investment products, portfolio themes,…
Targets UK-based retail investors and active traders, including expatriates and international investors, seeking exposure to U.S. markets, investment education, and support from U.S. market…
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Financial sub-scores
Computed from 3 filingsProvides investment management services and investment products including funds, bonds and inheritance tax planning solutions. Invests in sectors such as renewable energy, infrastructure, private…
Serves UK individual investors, financial advisers and institutional investors, plus businesses seeking funding, including SME property developers, intermediary partners, SME lenders and management…
Financial Health
StableStable · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 4 filingsProvides investment management services focused on international equities. Manages client portfolios through separately managed accounts, conducting stock research and portfolio management using a…
Serves international investors seeking separately managed accounts, including clients who want direct account ownership at third-party regulated financial institutions and access to a focused global…
Financial Health
StrongStrong · Hiring · 26% CAGR over 3y
Location
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- Brown Shipley02102777
Provides private banking and wealth management services for high-net-worth individuals, including investment management, financial and retirement planning, lending, and advice on trusts, philanthropy…
Serves high-net-worth individuals and families in the UK, including business owners, retirees, divorcees and those transferring wealth, plus charities and professional partners such as financial…
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- Hsbc Investment BankFC023886
- Hsbc Covered BondsOC432297
- HSBC Private Bank00957327
Financial sub-scores
Computed from 5 filingsProvides private banking, investment management and wealth planning services for high‑net‑worth individuals, entrepreneurs and families, including portfolio management, advisory services, lending,…
Serves high-net-worth and ultra-high-net-worth clients globally, including entrepreneurs, individual investors, senior corporate executives, sports and media professionals, family offices, charities…
Financial Health
StableStable · 0% CAGR over 4y
Location
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Provides asset management and investment services, managing funds, investment trusts and portfolios for individual investors, financial advisers, and institutional clients. Conducts research and…
Serves UK financial professionals investing for clients, individual investors, institutional investors investing for financial institutions, and buyers of investment trusts.
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Financial sub-scores
Computed from 4 filingsProvides investment management and wealth advisory services for individuals and international clients, including portfolio management, financial planning, retirement and estate planning guidance, and…
Serves affluent domestic and international private clients, particularly high-net-worth individuals and families with complex financial needs, multigenerational wealth priorities and estate…
Financial Health
StrongStrong
Location
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Provides wealth management services including financial planning, investment management and portfolio construction. Advises individuals, families and institutions on pensions, tax planning, asset…
Targets affluent individuals and households with £250,000+ investable assets, plus institutions, employers and financial advisers in the UK.
Financial Health
N/AN/A
Location
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Provides private banking and wealth management services, including investment management, wealth planning, lending and financial planning. Advises high‑net‑worth individuals and families on portfolio…
Serves high-net-worth individuals and families in the UK, including business owners, retirees, divorcees, inheritors and philanthropists, plus charities and professional intermediaries such as…
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- Crocus Wealth09222979
Financial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services including wealth management, investment advice, retirement and estate planning, protection insurance products, mortgage advice, and…
Serves private individuals and families seeking independent financial advice on wealth, retirement, estate planning, protection and mortgages.
Financial Health
StableStable · Hiring · 3% CAGR over 4y
Location
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Provides asset management services and investment funds, offering portfolio management and investment strategies to individual investors, financial intermediaries and institutional clients, with…
Serves UK individual investors, financial intermediaries such as advisers and retail banks, and institutional investors seeking access to investment funds and related information.
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Financial sub-scores
Computed from 5 filingsProvides financial planning and advice to individuals, businesses, trusts and charities, including investment advice, retirement planning, estate planning, protection and cashflow modelling. Also…
Serves private individuals, family estates, business owners, businesses, trusts, charities and pension funds. Also works with financial advisers whose clients need discretionary portfolio management.
Financial Health
WeakWeak · -7% CAGR over 4y
Location
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Computed from 3 filingsProvides investment management, wealth structuring, investment consulting and credit services for private individuals, family offices and institutional investors, including portfolio management,…
Serves private individuals, family offices and institutional investors, covering both consumer wealth clients and professional investment buyers.
Financial Health
StrongStrong · Profitable, Hiring · 12% CAGR over 2y
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Provides wealth management and investment advisory services. Publishes market research, commentary, and podcasts covering financial markets, and distributes regular written updates and analysis to…
Serves private investors and wealth management clients, alongside subscribers interested in market research, investment commentary, podcasts and market updates.
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Financial sub-scores
Computed from 2 filingsProvides asset management and wealth advisory services focused on alternative assets. Offers portfolio management, private market investments, and direct or co‑investment opportunities, advising…
Serves sophisticated investors, including high-net-worth individuals, families, family offices and entrepreneurs seeking wealth advisory, asset management and private market investment access.
Financial Health
StrongStrong · Growing · 0% CAGR over 1y
Location
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Computed from 5 filingsProvides online independent financial advice to individuals, offering consultations with regulated advisers on investment planning, pensions, insurance protection, mortgages and inheritance tax. Also…
Serves UK residents and individual consumers seeking online independent financial advice on personal wealth, investments, pensions, mortgages, protection and inheritance tax planning.
Financial Health
HealthyHealthy · Hiring · 7% CAGR over 4y
Location
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- Lazard Asset Management00525667
Provides asset management services, offering investment strategies across equities, fixed income, multi‑asset and alternative assets. Manages mutual funds and tailored mandates for institutional and…
Serves a mix of institutional investors and private clients, including individuals, wealth management clients, and organisations across global markets.
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Computed from 5 filingsProvides private client wealth management and financial planning services, including investment planning, retirement planning, protection and legacy planning, mortgages and banking advice, and…
Serves private clients and families across the UK, particularly people with wealth, retirement, investment and legacy planning needs, alongside business owners and employers seeking corporate…
Financial Health
StableStable
Location
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Computed from 5 filingsProvides independent financial advice to individuals on pensions, retirement planning, investments and tax‑efficient savings. Also advises on mortgages, life insurance, wills and trusts, and offers…
Serves individuals, families and property buyers seeking personal financial advice, including retirement planning, investments, mortgages, tax planning, life cover, wills and trusts, with a focus on…
Financial Health
HealthyHealthy · Hiring · 73% CAGR over 4y
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Computed from 3 filingsDevelops digital financial guidance tools and personalised planning services. Offers an AI-based assistant that provides financial education and guidance to help individuals plan, save and invest,…
Serves both organisations that want to offer financial support to their customers or employees, and individuals seeking accessible guidance on planning, saving and investing.
Financial Health
StrongStrong · Hiring · 76% CAGR over 3y
Location
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Computed from 3 filingsProvides independent financial planning and advisory services including pensions and retirement planning, investment strategy, tax and inheritance planning, trust advice and investment management.…
Serves private clients, business owners, families with accumulated or inherited wealth, people planning retirement, and trustees responsible for trust assets.
Financial Health
StableStable · 0% CAGR over 2y
Location
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How Amazon Web Services 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. wealth management 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 wealth management 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.
Amazon Web Services 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
How many UK wealth management companies use Amazon Web Services?
What share of UK wealth management companies run Amazon Web Services?
How is Amazon Web Services usage detected?
What size wealth management companies use Amazon Web Services in the UK?
What do Amazon Web Services-running wealth management companies also run?
Can I get contact details for these companies?
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