Wealth Management Companies Using Microsoft Azure in the UK: 64 Active Firms (2026)
Wealth management firms using public cloud infrastructure run regulated investment, advice and portfolio services for UK clients.
For wealth managers, this cloud platform tends to sit behind client portals, onboarding, adviser dashboards, portfolio reporting, document exchange and integration layers rather than being a stand-alone proposition. Adoption usually signals an operator with in-house or retained engineering capability, a compliance function that can evidence controls around hosting and access, and a direct-channel posture beyond brochureware. Buyers are private-client firms, adviser networks, discretionary managers and platform operators serving advisers or institutions. Engagements are less about experimental workloads than dependable production estates, with spend tied to hosting, identity, monitoring, security tooling and connections into portfolio, CRM and reporting systems.
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In the UK, 64 wealth management firms are actively trading and running this cloud platform on their public web estates. Reported headcount across the cohort is 1,030, which points to adoption among employers rather than dormant wrappers. Within wealth management PaaS use, the platform ranks second at 29.0% of a 221-firm sector denominator. Registered-location skew is metropolitan but not solely capital-based: London accounts for 20.3% of the cohort, followed by West Midlands 14.1%, South West 10.9%, North West 10.9% and East Midlands 7.8%.
Wealth management adopters carry the usual FCA and ICO obligations around client communications, suitability evidence, operational resilience and personal data processing under GDPR. Public-cloud use does not alter the regulated activity, but it changes the evidence pack expected from procurement, compliance and technology teams: service continuity, access control, encryption, audit trails, retention, incident response and sub-processor visibility all become part of the operating conversation. For firms running advice portals or portfolio reporting tools, cloud architecture also tends to intersect with record-keeping duties and third-party risk reviews.
Adoption appears likely to deepen where wealth managers are modernising client servicing rather than replacing core investment processes outright. Migration tends to be incremental: portals, reporting layers and integration services move before more sensitive administration workflows. Smaller specialist firms may rely on managed partners, while mid-market platforms are more likely to keep architecture and security oversight in-house. Supplier consolidation may also matter, as hosting, identity, monitoring and workflow tooling are bundled into fewer procurement relationships. The practical constraint is not appetite for cloud, but the pace at which regulated firms can evidence control over outsourced technology.
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 Microsoft Azure rises with company size across the trading UK wealth management companies in this cohort. 0.9% of the 5,347 companies with under 10 employees run Microsoft Azure (48 detected). 2.4% of the 453 companies with 10–50 employees run Microsoft Azure (11 detected). 17.9% of the 28 companies with over 50 employees run Microsoft Azure (5 detected). That is a 17% gap between the over 50 employees and under 10 employees bands.
64
Active firms
2026
29%
Of detected PaaS share
UK wealth management
4
Median headcount
Filed accounts
146
Verified directors
Across this cohort
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Key facts
About 4% of the trading cohort reports turnover above £5M (3 of 64 firms) — the rest sits below that revenue band.
7% of the cohort was incorporated since 2022 (5 firms), so a sizeable share is in its first few filing cycles.
Among wealth management firms with a detectable PaaS, this system accounts for 29.0% (64) of 221 companies, behind a larger platform at 52.9% (117) and ahead of another at 14.5% (32).
Registered addresses are concentrated in London 20.3% (13), followed by the West Midlands 14.1% (9), South West 10.9% (7), North West 10.9% (7) and East Midlands 7.8% (5).
Website stacks tend to include adjacent measurement and security tooling: 71.9% (46) also run tag-management tooling, 54.7% (35) run CDN or security infrastructure, and 46.9% (30) use bot-checking tooling.
Sector overlap is common: Insurance appears alongside Wealth Management for 56.3% (36) of the cohort, Retail Banking for 34.4% (22), Asset Management for 25.0% (16) and Fintech for 15.6% (10).
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 Microsoft Azure-running Wealth Management run?
Share of the 64 Microsoft Azure-running UK companies where each technology was also detected. As of June 2026.
Where Microsoft Azure 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
£174.7K
Median UK turnover
4.7%
Above £5M turnover
5
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 150 companies, alongside financials and websites, in one Excel + CSV file.
Top UK Wealth Management using Microsoft Azure
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 5 filingsProvides an online investment platform offering access to professionally managed portfolios, funds and ETFs through financial advisers. Enables individuals and institutions to open accounts, allocate…
Serves individual investors, independent financial advisers and institutions, with account access typically arranged through advisers. Targets clients looking to invest globally via online portfolios…
Financial Health
StrongStrong · Hiring · 26% CAGR over 4y
Location
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Provides an online investment platform offering stocks and shares ISAs, self‑invested personal pensions, investment accounts and junior accounts. Enables individuals to buy funds, shares, ETFs and…
Serves individual retail investors and pension savers, from beginners to experienced self-directed investors, including parents opening junior accounts and people approaching retirement; also targets…
Financial Health
N/AN/A
Location
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Financial sub-scores
Computed from 3 filingsProvides discretionary investment portfolio management and model portfolio services for financial advisers. Uses rules‑based technology and data analysis to construct and manage client investment…
Serves financial planners, IFAs and professional adviser firms needing discretionary portfolio management, outsourced MPS or in-house CIP investment solutions for their client portfolios.
Financial Health
StrongStrong
Location
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Financial sub-scores
Computed from 5 filingsOperates an online investment platform offering stocks and shares ISAs, SIPPs and general investment accounts. Provides access to funds, shares, ETFs and ready‑made portfolios, along with investment…
Serves retail investors and savers, from beginners to experienced self-directed investors, including pension savers nearing retirement, parents investing for children, and trustees.
Financial Health
DistressedDistressed · 0% CAGR over 4y
Location
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Provides financial advice, investment management and wealth management services. Offers pension planning, trusts, multi‑asset portfolios, funds and an investment platform, and access to financial…
Serves retail consumers and families seeking financial advice, investments, pensions, trust planning and wealth management, including people at different life stages and those looking for advisers…
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Provides wealth management and financial planning services to retail and corporate clients, including investment advice and management of client assets. Also acquires and integrates independent…
Serves both retail and corporate clients seeking financial planning and wealth management, and targets UK independent financial adviser firms looking for acquisition, succession, capital, technology…
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Provides financial products including pension plans, annuities, investment bonds and offshore investment accounts, and later‑life lending such as lifetime and buy‑to‑let mortgages. Also offers asset…
Serves UK consumers planning investments, retirement or later-life home finance, including pension customers and homeowners over 55, mainly through independent financial advisers; also targets…
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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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Financial sub-scores
Computed from 4 filingsOperates an online savings platform that enables individuals, businesses and charities to deposit cash across multiple bank savings accounts through a single application, portfolio dashboard and cash…
Serves personal savers, businesses, charities and financial advisers seeking access to multiple UK bank savings accounts and cash deposit options through one platform.
Financial Health
StableStable
Location
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Provides wealth management and investment services for private clients, including portfolio management, financial planning, and investment advice. Also offers access to equity research, managed…
Serves growth companies, private wealth clients and investors, including customers in the UK, Canada, Australia and Crown Dependencies, plus users of equity research and correspondent services.
Location
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Financial sub-scores
Computed from 4 filingsProvides private banking, wealth management and investment management services, including portfolio management, funds, wealth planning, lending, savings accounts and mortgages, alongside corporate…
Serves high-net-worth individuals, leading figures and their families, plus business owners and companies seeking private wealth and commercial banking relationships.
Financial Health
DistressedDistressed
Location
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Provides investment management, stockbroking and financial planning services to private investors. Offers managed portfolios, retirement and pension investing, AIM/IHT portfolios, ISA investing, and…
Serves UK private investors, retirees, families investing for children or pensions, and financial intermediaries seeking investment management, financial planning and stockbroking support.
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Computed from 4 filingsProvides private banking, wealth management and investment services, including portfolio management, financial planning, savings and current accounts, mortgages, lending and corporate finance for…
Serves high-net-worth individuals, prominent professionals and their families, alongside business owners and companies seeking private-client and commercial banking relationships.
Financial Health
WeakWeak
Location
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Provides life insurance, pension and retirement income products, investment bonds and funds, and equity‑release and buy‑to‑let mortgage products, distributed through financial advisers, along with…
Serves UK consumers seeking retirement, investment, protection and home-finance products, primarily through independent financial advisers, and also targets financial advisers, employers, pension…
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Provides investment management and financial products including investment bonds, offshore savings and portfolio accounts, insured life funds, pension and annuity products, and discretionary…
Serves UK individuals planning investments, retirement income and later-life borrowing, primarily through independent financial advisers, alongside financial advisers and institutional pension…
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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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Financial sub-scores
Computed from 5 filingsProvides wealth management services including financial planning, discretionary investment management and investment advice. Advises individuals, families, charities and intermediaries on pensions,…
Serves individuals and families, entrepreneurs, financial advisers/intermediaries, and charities seeking financial planning and investment support across the UK, Ireland and Channel Islands.
Financial Health
StrongStrong
Location
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Financial sub-scores
Computed from 2 filingsManages and invests client and proprietary capital across private equity, private debt, real estate, and public markets. Also provides corporate advisory, wealth management, and insurance services…
Serves an international client base of investors and wealth clients, plus businesses seeking corporate advisory and insurance support. Targets clients looking for real estate, private equity, private…
Financial Health
HealthyHealthy · Hiring · 25% CAGR over 1y
Location
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Provides private banking and wealth management services including investment management, financial and pension planning, lending, and trust and estate structuring for high‑net‑worth individuals and…
Serves high-net-worth individuals and families in the UK, including business owners, retirees, divorcees and people planning inheritance, alongside charities and professional partners such as…
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Provides financial planning and advisory services to individuals, including investment management, retirement and pension planning, trust planning, and access to investment funds and multi‑asset…
Serves individual private clients and families seeking adviser-led support with investments, retirement and trust planning, including people at different life stages and generations.
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Provides financial advisory services including mergers and acquisitions advice, debt advisory and restructuring, and capital markets advisory. Also manages investment funds and client portfolios,…
Serves corporations, financial sponsors and institutional investors, alongside high-net-worth entrepreneurs, families, professionals and charities across its advisory, asset management and wealth…
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Provides financial products including investment bonds, offshore investment accounts, pension plans, annuities, and retirement income solutions. Also offers lifetime and buy‑to‑let mortgages and…
Serves UK consumers planning retirement, investing or releasing home equity, primarily through independent financial advisers, and also works with advisers, employers and pension scheme trustees on…
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Provides retirement, investment and protection financial products including pension plans, annuities, investment bonds and offshore investment accounts. Also offers lifetime and buy-to-let mortgages,…
Sells to consumers seeking retirement, investment, protection and later-life home finance products, typically via independent financial advisers. Also serves financial advisers and institutional…
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Provides investment management, financial planning and stockbroking services to private investors. Offers managed portfolios, retirement and tax‑efficient investment planning, execution‑only share…
Serves private investors and families in the UK with portfolios, retirement, pensions, ISAs, inheritance tax planning and stock market investing, alongside intermediaries seeking investment expertise…
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Financial sub-scores
Computed from 5 filingsProvides administration and management of self-invested personal pensions (SIPP) and small self‑administered schemes (SSAS), offering pension structures that allow individuals and businesses to…
Serves individuals planning retirement investments, plus family businesses, company directors and key employees using SSAS structures, including clients interested in commercial property within…
Financial Health
StableStable · -65% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides personal financial planning and investment advice, employee benefits consultancy, and pension administration services. Acts as trustee and administrator for small self‑administered pension…
Serves individuals and business owners seeking financial planning, investments and pensions, plus employers needing employee benefits consultancy and pension administration; also works with…
Financial Health
HealthyHealthy · Profitable
Location
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Financial sub-scores
Computed from 2 filingsProvides independent financial planning and wealth management services, including investment management, retirement planning, inheritance tax and estate planning, protection and mortgage advice.…
Serves private clients and families across the UK seeking financial advice, investment management, retirement planning, inheritance tax planning, protection, tax, mortgage, and estate planning…
Financial Health
StableStable · 6% CAGR over 1y
Location
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Provides financial planning and wealth management services for retail and corporate clients, including investment advice and management of client assets. Also acquires and partners with independent…
Serves retail and corporate wealth management clients in the UK, and targets independent financial adviser firms seeking acquisition, succession or partnership options.
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Provides retirement financial products and guidance, including annuities, income drawdown plans, equity release and care funding plans. Offers pension information tools and bulk purchase annuities to…
Serves UK consumers approaching, entering or in retirement, including pension holders and homeowners, alongside defined benefit pension schemes and their trustees.
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Provides financial planning and wealth management services including investment planning and management, retirement and estate planning, mortgage advice, financial protection, and corporate financial…
Serves private individuals, families and business owners across the UK, plus employers needing corporate financial planning support across investments, retirement, estate planning, mortgages and…
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Provides investment management and financial planning services focused on ethical and responsible investing. Manages investment funds and portfolios for private individuals, charities and financial…
Serves private individuals, charities, wealth managers, IFAs and professional intermediaries seeking to align finances or client portfolios with ethical values and investment goals.
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Financial sub-scores
Computed from 4 filingsProvides financial advisory and wealth management services, including investment management, retirement planning, UK pension tracing and transfers, inheritance tax guidance, and life and critical…
Targets private individuals, expatriates and internationally mobile professionals, including UK pension holders, retirees, investors and families with cross-border wealth, tax and protection needs.
Financial Health
DistressedDistressed · -16% CAGR over 3y
Location
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Provides investment management and financial planning services focused on ethical and responsible investing. Offers managed portfolios and investment funds, and supports individuals, charities, and…
Serves private individuals, charities, wealth managers and IFAs seeking ethical investment options, alongside professional intermediaries with related enquiries.
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Provides asset and investment management services for institutional and individual investors, including mutual funds, fixed income and equity strategies, multi‑asset portfolios, retirement investment…
Serves institutional investors, financial advisers and intermediaries, retirement-plan sponsors, consultants and other professional investors that select investment funds, portfolio strategies and…
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Provides independent financial advice and wealth management services, including investment planning and management, retirement and estate planning, mortgage advice, financial protection, and…
Serves individuals, families and business clients across the UK seeking advisers for personal wealth, retirement, estate, mortgage and protection needs, plus employers requiring corporate financial…
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Provides independent financial advice and wealth management services including investment planning and management, retirement and estate planning, mortgage advice, financial protection, and corporate…
Serves individuals, families and business owners across the UK seeking wealth, retirement, estate, mortgage and protection advice, alongside employers needing corporate financial planning.
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Financial sub-scores
Computed from 3 filingsManages investment funds and portfolios across public and private markets for institutional and retail clients. Provides asset management services including equities, fixed income, real assets, and…
Serves institutional investors, financial advisers, employers and individual savers/investors across Europe, North America, the Middle East and Asia.
Financial Health
WeakWeak · 4% CAGR over 2y
Location
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Provides pension management and trustee services, offering retirement income products including annuities and pension plans. Also offers investment bonds, managed fund options, and home finance…
Serves UK individual investors, retirees and homeowners, as well as independent financial advisers, institutional advisers and corporate pension scheme clients.
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Financial sub-scores
Computed from 3 filingsProvides independent financial advice focused on pensions and retirement planning. Services include pension reviews, consolidation and transfers, drawdown and annuity guidance, retirement savings…
Serves individual consumers seeking personal financial advice, especially UK adults planning for retirement, reviewing or transferring pensions, consolidating pension pots, drawing income in…
Financial Health
StableStable · Hiring · 5% CAGR over 2y
Location
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Provides investment management and financial planning services focused on ethical and responsible investing. Manages investment funds and portfolios for private individuals, charities and financial…
Serves private individuals, charities, wealth managers, IFAs and other professional intermediaries seeking ethical investment and financial planning options aligned with client or organisational…
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Financial sub-scores
Computed from 3 filingsProvides wealth management and financial planning services for high-net-worth families and entrepreneurs, including structuring trusts and family investment companies, tax planning, and strategies to…
Serves ultra-high-net-worth individuals, wealthy families and entrepreneurs seeking private wealth support across personal, family and business interests.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 2y
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Financial sub-scores
Computed from 3 filingsProvides investment management and fiduciary management services for pension schemes, including portfolio management, asset allocation and investment consultancy delivered through defined benefit…
Serves UK pension schemes and their trustees, targeting professional clients and eligible counterparties in the UK; also provides information access for scheme members and advisers.
Financial Health
HealthyHealthy · 0% CAGR over 2y
Location
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Provides independent financial advice and planning services, including retirement and pension planning, investment management, tax and inheritance planning, protection insurance, and mortgage advice…
Serves individual and private wealth clients seeking personal financial advice, including retirement, tax, mortgage and investment planning, plus existing Highcliffe clients and IFA owners…
Financial Health
N/AN/A
Location
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Provides investment banking and capital markets services including corporate finance advisory, equity research, and fundraising for companies, alongside wealth management and specialist fund…
Serves a mix of B2B and private clients: growth companies, entrepreneurs and executives, wealth management clients in selected regions, and institutional or retail investors interested in equity…
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Provides asset management and investment services for institutional and professional clients, offering strategies across fixed income, equities, multi‑asset and alternative investments, including…
Serves institutional and professional investors in the UK, including pension schemes, local government pension funds, insurers and organisations managing investment portfolios.
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Financial sub-scores
Computed from 2 filingsProvides fixed income asset management services, managing bond and asset‑backed securities investment funds and strategies. Conducts credit research, portfolio management and market analysis for…
Serves institutional investors, wealth managers, financial intermediaries and other professional investors seeking fixed-income funds and strategies.
Financial Health
HealthyHealthy · -5% CAGR over 1y
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Manages private equity, direct lending and alternative investment funds within a merchant banking platform. Invests in middle‑market companies and other assets, and conducts fundraising, portfolio…
Serves a mix of corporates, institutional investors and private wealth clients, including entrepreneurs, families, professionals and charities, across global financial markets.
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Financial sub-scores
Computed from 5 filingsServes listed companies and issuers, corporate and structured finance teams, employee share plan sponsors, shareholders, employee share plan holders, and financial advisors, brokers and custodians.
Financial Health
StableStable
Location
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How Microsoft Azure 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.
Microsoft Azure is a trademark of its respective owner. Firmbase is not affiliated with, sponsored by, or endorsed by the trademark owner.
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