Wealth Management Companies Using SiteGround in the UK: 90 Active Firms (2026)
Wealth management firms running managed hosting advise and administer client portfolios through UK-facing digital channels.
Managed hosting in wealth management usually sits below the advice, portfolio and custody systems that carry the regulated work. Its job is more prosaic: keeping adviser websites, service pages, contact forms and client-trust material live without requiring an internal infrastructure team. Adoption tends to signal a buy-rather-than-build posture, with website operations owned by marketing, practice management or an external agency rather than engineering. For these firms, the engagement is typically a modest recurring hosting and maintenance relationship, bundled with content management, search visibility, form handling and periodic design work rather than a bespoke platform build.
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The UK adoption picture is small: 90 actively trading wealth management firms in this list run the managed-hosting stack, and reported employment across the adopter group totals 811 people. Among wealth management firms with detected hosting, the stack sits third at 19.8% of a 455-firm hosting denominator. Registered-office concentration is tilted towards London at 22.2%, followed by the South East at 17.8%, the South West at 12.2%, the East of England at 10.0% and Scotland at 7.8%. That spread fits a branch-heavy advisory market, where local trust and searchable service pages still matter.
Web estates in this part of wealth management sit close to regulated communications, even where hosting itself is commodity procurement. FCA rules around financial promotions and Consumer Duty make content governance more important than the choice of hosting supplier: adviser biographies, risk warnings, performance language and lead-generation forms need review trails. ICO and GDPR duties also matter where enquiry forms, analytics tags or anti-spam checks collect personal information. Most buyers appear to treat hosting as an outsourced web-operations component, usually tied to agency maintenance rather than an internal platform team.
Adoption appears likely to remain tied to the website-maintenance market rather than to core wealth-platform replacement. Smaller advisory firms tend to keep managed hosting when the site is a brochure, referral and client-confidence asset, while larger firms have more reason to consolidate hosting, analytics and security under group procurement. Migration pressure is more likely to come from agency churn, template refreshes and privacy controls than from board-level technology programmes. The scarcity of scale-up-sized adopters suggests a long tail of small firms, with platform switching happening in bursts around rebrands and compliance reviews.
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 SiteGround rises with company size across the trading UK wealth management companies in this cohort. 1.3% of the 5,347 companies with under 10 employees run SiteGround (71 detected). 4.2% of the 453 companies with 10–50 employees run SiteGround (19 detected). 3.6% of the 28 companies with over 50 employees run SiteGround (1 detected). That is a 2.3% gap between the over 50 employees and under 10 employees bands.
90
Active firms
2026
19.8%
Of detected Hosting share
UK wealth management
5
Median headcount
Filed accounts
227
Verified directors
Across this cohort
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Key facts
About 2% of the trading cohort reports turnover above £5M (2 of 90 firms) — the rest sits below that revenue band.
3% of the cohort was incorporated since 2022 (3 firms), so a sizeable share is in its first few filing cycles.
Within wealth management firms with a detectable hosting system, this managed-hosting platform accounts for 19.8% (90) of 455 companies, behind two larger detected hosting cohorts at 39.8% (181) and 20.7% (94).
The registered-region split is weighted towards London at 22.2% (20), followed by the South East at 17.8% (16) and the South West at 12.2% (11).
The web stack is usually content-managed: 93.3% (84) also run the same detected content-management technology, and 57.8% (52) also run a detected search-optimisation tool.
Client-facing analytics and form protection are common in this cohort, with 45.6% (41) also running analytics detection and 36.7% (33) running challenge-response protection.
The financial-health split is mixed: 28.9% (26) are classed as stable, while 15.6% (14) are weak and 7.8% (7) are distressed.
Hosting & PaaS market share among UK Wealth Management
What else do SiteGround-running Wealth Management run?
Share of the 90 SiteGround-running UK companies where each technology was also detected. As of June 2026.
Where SiteGround 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.
5
Median headcount
£316.3K
Median UK turnover
2.2%
Above £5M turnover
3
Incorporated since 2022
Verified directors — included in the file
Director names and roles for these 161 companies, alongside financials and websites, in one Excel + CSV file.
Top UK Wealth Management using SiteGround
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 filingsProvides independent financial planning and advisory services, including investment planning, retirement planning, tax planning, trusts and estate planning, and protection and insurance advice for…
Serves private individuals and families across the UK, particularly clients building wealth, approaching or in retirement, planning estates, or seeking protection for dependants.
Financial Health
StableStable · -4% CAGR over 3y
Location
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Financial sub-scores
Computed from 4 filingsProvides chartered financial planning and wealth management services for individuals and businesses, including pension and retirement planning, tax‑efficient investments, inheritance tax planning,…
Serves individual clients seeking wealth and tax advice, plus business owners and their employees needing financial planning support, with a focus on clients around Maidstone and Kent.
Financial Health
DistressedDistressed
Location
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Financial sub-scores
Computed from 5 filingsProvides private wealth management and financial planning services for high‑net‑worth individuals and families, including investment advice, tax planning, inheritance planning, cashflow modelling,…
Serves high-net-worth individuals and families with complex financial affairs, including investors, inheritance and retirement planners, and business owners approaching exits.
Financial Health
DistressedDistressed · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services, including pension consolidation and retirement planning, investment and asset management, estate and inheritance tax planning, and…
Serves individuals, families and business owners in Leeds/Yorkshire seeking independent financial advice, especially people planning retirement, managing pensions or investments, and arranging…
Financial Health
HealthyHealthy · Hiring · 6% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial planning and wealth management services including pension and retirement planning, investment advice, inheritance tax and wealth preservation planning, insurance…
Serves individuals, trusts and businesses across the UK, especially over-55s, retirees and pre-retirees, investors, and clients with pension, inheritance tax or wealth planning needs.
Financial Health
WeakWeak · -90% CAGR over 2y
Location
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Financial sub-scores
Computed from 4 filingsProvides independent financial planning and investment advice, specialising in savings, investments and pensions. Advises individual clients and accepts referrals from professional advisers such as…
Serves individuals with significant income or assets, plus solicitors, accountants and other professional advisers seeking a financial planning referral partner for their clients.
Financial Health
StableStable · Hiring · 8% CAGR over 3y
Location
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Provides financial planning and wealth management services including investment management, retirement planning, tax minimisation strategies, estate planning, insurance advice, cash‑flow planning and…
Serves families, individuals and business owners in the Kingston area, including clients planning for children, retirement, estate matters or intergenerational wealth transfer.
Financial Health
N/AN/A
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services, including investment management, pension and retirement planning, inheritance tax planning, protection advice, cash flow…
Serves individuals, families and company clients seeking independent financial advice, including people planning retirement, managing wealth, inheritance, care costs or major life-stage decisions,…
Financial Health
WeakWeak
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to individuals and businesses, including advice on investments, pensions, and insurance protection. Designs and manages investment…
Serves individual clients and businesses, particularly in Norwich and Norfolk, seeking independent financial advice on wealth, pensions, investments and protection.
Financial Health
StableStable · 1% CAGR over 5y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial advice and planning services, including wealth management, investment advice, pensions and retirement planning, mortgages, protection insurance, inheritance tax…
Serves individuals and families in and around Norwich seeking independent financial advice, including clients planning retirement, managing investments, arranging mortgages or protection, and…
Financial Health
StableStable · Hiring · 5% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides fee-based financial advisory services including investment portfolio advice and management reporting, tax planning and return preparation, pension and retirement planning, and guidance on…
Serves private clients, families, trustees and some companies with investment portfolios, pension arrangements, inheritance tax exposure, trusts, wills and intergenerational wealth planning needs.
Financial Health
StableStable · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services including wealth management, pension advice, tax planning, and wealth protection. Works with individuals, families, and businesses to…
Serves UK-based consumers, especially high-net-worth individuals, working professionals and retirees, as well as their families and business interests seeking independent financial advice.
Financial Health
StableStable
Location
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Financial sub-scores
Computed from 4 filingsProvides independent financial planning and advisory services to individuals and businesses, including advice on investments, pensions and insurance protection. Designs and manages investment…
Serves individuals and businesses in Norwich and Norfolk seeking financial planning advice, including clients with pension, investment, protection and ethical investment needs.
Financial Health
WeakWeak · 0% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial planning and wealth management services for individuals, business owners and trustees. Advises on pensions, investments, retirement planning and corporate financial planning,…
Serves private individuals, business owners, corporate clients, trustees, attorneys and court-appointed deputies seeking financial planning and wealth management support.
Financial Health
StableStable · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsProvides financial planning and investment advisory services for entrepreneurs and business owners. Offers financial life planning, portfolio management, and tax‑efficient investment strategies…
Serves entrepreneurs, founders and business owners, including entrepreneurial families and retired entrepreneurs, who need integrated personal, family and business financial advice.
Financial Health
StrongStrong · Growing · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 4 filingsProvides financial planning and investment management services for individuals, families and businesses, including portfolio management, retirement and wealth planning, and financial advice delivered…
Serves private clients, families and business owners seeking financial planning and investment management support for wealth, future protection and financial decision-making.
Financial Health
StrongStrong · Hiring · 91% CAGR over 3y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services including wealth management, pension and retirement planning, tax planning, wealth protection, and corporate financial planning for…
Serves high-net-worth individuals, working professionals and retirees, primarily UK-based consumers, as well as families and business owners seeking personal or corporate financial advice.
Financial Health
StableStable · -71% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services, including pensions, investments, retirement planning and tax‑efficient strategies. Advises individuals, business owners and trustees on…
Serves individuals and families, business owners, corporate clients and trustees, particularly those seeking a local adviser in Horncastle/Lincolnshire for long-term financial planning and retirement…
Financial Health
HealthyHealthy · Hiring · 5% CAGR over 4y
Location
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Provides independent financial planning and advisory services, including investment management, retirement planning, inheritance tax and estate planning, long‑term care funding advice, and mortgage…
Serves UK private clients and families seeking independent financial advice on wealth preservation, retirement, inheritance tax, long-term care funding and mortgages.
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advisory services to private clients, including wealth management, investment planning, pension planning, tax planning, and succession planning, with guidance on…
Serves private clients and families with accumulated capital, particularly UK nationals living in or moving to Europe, including France, Spain, Portugal
Financial Health
StableStable · Hiring · 7% CAGR over 4y
Location
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Financial sub-scores
Computed from 2 filingsManages the VT Castlebay UK Equity Fund and provides investment management and financial advice to private clients. Focuses on long‑term equity investing, portfolio management, and investor…
Serves long-term investors in a UK equity fund and a small number of private clients seeking financial advice.
Financial Health
StableStable · 0% CAGR over 1y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals on investments, pensions, retirement planning, tax and inheritance planning, income and family protection, and long‑term care funding, helping…
Serves private individuals and families in Hampshire, the Isle of Wight and surrounding areas seeking independent financial advice on investments, pensions, tax planning, protection, retirement…
Financial Health
WeakWeak · -4% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice including investment management and portfolio review, pension and retirement planning, pension transfers and consolidation, estate and trust planning,…
Serves private individuals, families, trustees and charities across the UK seeking independent financial advice on investments, pensions, retirement and estate planning.
Financial Health
WeakWeak · Hiring · 5% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and advisory services, including pension reviews, investment advice, retirement planning, wealth management, mortgage advice, and life assurance protection. Offers client…
Serves UK consumers seeking personal financial advice, including individuals and households needing retirement planning, wealth management, protection and mortgage guidance.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and wealth management services, including investment management, retirement planning, and advice on estates, trusts and taxation. Works with individuals and families to…
Serves UK-resident individuals and families, including people approaching or in retirement and those planning wealth transfer for future generations.
Financial Health
DistressedDistressed · -15% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial advisory services focused on retirement planning, pensions, and investments. Works with clients to develop personalised financial plans and investment strategies aimed at building…
Serves individual consumers seeking retirement, pension, financial planning and investment advice, particularly people approaching retirement, already retired, or planning long-term financial…
Financial Health
DistressedDistressed · -18% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial advice to individuals and businesses, including investment planning, pensions, savings, tax planning, equity release, financial protection and corporate financial…
Serves individuals, retirees and business owners seeking independent financial advice, including personal financial planning, investments, equity release, tax planning, protection and corporate…
Financial Health
DistressedDistressed · -25% CAGR over 2y
Location
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Provides independent financial advice and planning services, including pensions, investments, retirement planning and tax planning. Advises individuals, business owners and trustees on wealth…
Serves individuals, families, business owners, corporate clients and trustees, including people planning for retirement and clients wanting long-term support with investments, tax and wider personal…
Financial Health
N/AN/A
Location
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Financial sub-scores
Computed from 5 filingsProvides wealth management and financial planning services for individuals, families, companies and charities, including investment advice, portfolio management and financial planning to help clients…
Serves UK-based consumers, including individuals and families, alongside corporate clients and charities that require regulated financial advice and wealth management support.
Financial Health
StrongStrong · Growing, Hiring · 5% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, covering pensions and retirement planning, investment portfolio advice, insurance protection, estate and inheritance tax planning,…
Sells to individuals, families and business owners seeking independent financial advice, particularly around retirement, pensions, investments, protection and estate planning. Serves clients across…
Financial Health
StrongStrong · Hiring · 11% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and planning services to individuals and families, including investment advice, wealth management, pension planning and transfers, savings guidance, protection…
Serves individuals and families seeking financial advice, wealth management, pension guidance and inheritance tax planning, with an emphasis on clients in Edinburgh and throughout the UK.
Financial Health
StrongStrong · Growing, Hiring · 3% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and families on savings and investments, pensions and retirement planning, mortgages, insurance protection, and inheritance tax and estate…
Serves private individuals, families and business owners seeking independent financial advice on investments, retirement, mortgages, protection and estate planning.
Financial Health
StrongStrong · Growing, Hiring · 32% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial advisory and planning services for individuals and businesses, including investment planning, retirement planning, protection insurance advice, mortgage and banking guidance,…
Serves individuals, families, business owners and employers in Surrey, Hampshire and Berkshire who need personal or corporate financial advice, including wealth, retirement, protection and employee…
Financial Health
StrongStrong · Hiring · 10% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services including investment planning, pensions and retirement planning, life insurance and protection, mortgages, tax‑efficient savings…
Serves individual consumers, particularly mid-life professionals and people approaching or in retirement, seeking advice on pensions, investments, protection, inheritance tax, mortgages and estate…
Financial Health
StrongStrong · Growing, Hiring · 53% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides wealth management and investment advisory services for high‑net‑worth individuals and institutional clients, including portfolio management, stockbroking, family office support, and guidance…
Serves high-net-worth individuals, families and family offices, professional traders, divorcees with complex assets, and institutional clients.
Financial Health
HealthyHealthy · Profitable · 0% CAGR over 3y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial planning and investment advice for business owners and individuals, including cashflow forecasting, portfolio construction, pension and ISA planning, and tax‑efficient…
Serves successful business owners aged 50+, especially owner-managers with pensions, ISAs and other investable assets, looking to organise personal wealth, retirement plans and tax affairs.
Financial Health
HealthyHealthy · -7% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides financial advisory services to individuals, including retirement planning, pensions and investment advice, mortgage advice, financial protection, inheritance planning, and care fees…
Serves UK individuals and families seeking personal financial advice, including clients planning for retirement, investments, mortgages, inheritance and later-life care costs.
Financial Health
StableStable · -4% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides financial planning and advisory services, including investment management, pension planning, retirement planning, protection insurance, mortgages, and inheritance tax planning. Advises…
Serves private clients, families, retirees and business owners, including people planning for retirement, protecting dependants, investing wealth, moving home or managing company benefits.
Financial Health
StrongStrong · Growing, Hiring · 22% CAGR over 2y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals and businesses, including personal financial planning, investment guidance, insurance protection, retirement and pension planning, mortgage…
Serves individuals, families and business clients seeking financial advice, including retirees, mortgage borrowers, company directors, employers arranging pensions and employee benefits, and public…
Financial Health
StrongStrong · Growing, Hiring · 14% CAGR over 4y
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to individuals and businesses, including mortgage advice, investment planning, pensions and retirement planning, insurance protection,…
Serves a mix of B2C and B2B clients: individuals and families seeking personal financial planning, mortgages, retirement and protection advice, plus business owners and employers needing corporate…
Financial Health
HealthyHealthy · -69% CAGR over 4y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial planning services including retirement planning, investment strategy, tax planning, family protection and mortgage advice. Works with clients to develop personalised…
Sells to individual consumers seeking personal financial advice, including retirement planning, pensions, investments, tax planning and family protection. Also serves homebuyers, remortgagers,…
Financial Health
StableStable · Hiring · 15% CAGR over 2y
Location
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Financial sub-scores
Computed from 3 filingsProvides independent financial advice to individuals and businesses, including investment portfolio planning, pension advice, life assurance and income protection, mortgages, inheritance tax…
Serves individual and corporate clients across the UK and Europe, including people planning retirement, investors, mortgage or insurance customers, and businesses seeking financial planning support.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
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Computed from 3 filingsProvides independent financial advice to individuals on pensions, investments, mortgages and insurance protection. Also advises on retirement planning, tax and inheritance planning, and broader…
Serves individuals, families, homebuyers, retirees and local business owners seeking financial advice across North Wales, Cheshire, Wirral and Shropshire.
Financial Health
WeakWeak · Hiring · 8% CAGR over 2y
Location
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Computed from 5 filingsProvides independent financial advice to individuals on retirement planning, pensions, investment portfolios, tax planning and protection insurance. Advises on annuities, pension transfers, drawdown,…
Serves individuals and employers seeking financial advice, including retirement and investment planning clients, protection customers, and businesses needing corporate pensions or auto-enrolment…
Financial Health
WeakWeak · 0% CAGR over 4y
Location
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Financial sub-scores
Computed from 4 filingsProvides independent financial advice including retirement planning, investment and savings advice, mortgage and remortgage brokerage, buy‑to‑let mortgages, and personal protection products such as…
Serves individuals, families, homeowners, retirees, pre-retirees, savers, investors and buy-to-let clients seeking financial advice across Yorkshire, Derbyshire, Lincolnshire and Nottinghamshire.
Financial Health
WeakWeak · -12% CAGR over 3y
Location
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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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Financial sub-scores
Computed from 5 filingsProvides financial advisory services including savings and investment planning, pension advice, insurance and protection cover, and tax planning. Works with individuals, families and businesses to…
Serves individuals, families and businesses seeking financial planning support, including people planning retirement, buying homes, managing savings and investments, arranging protection, or…
Financial Health
WeakWeak
Location
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Financial sub-scores
Computed from 5 filingsProvides independent financial planning and advisory services to individuals, families and business owners, including tax‑efficient investments, pension planning, savings strategies and equity…
Serves individuals, families, entrepreneurs and owner-managed businesses needing personal financial planning, tax-efficient investment and pension-related advice, often alongside their accountants or…
Financial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
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Computed from 5 filingsProvides financial planning and advisory services, including mortgage advice, pensions and retirement planning, investment and ethical investment advice, tax planning, insurance and protection…
Serves individuals, families and business owners around Gosforth and Newcastle seeking financial, mortgage, retirement, investment, tax and protection advice, including clients interested in ethical…
Financial Health
StableStable · Hiring · 7% CAGR over 4y
Location
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Computed from 5 filingsProvides independent financial advice including pension planning, retirement planning, investment advice, wealth management and financial protection. Advises individuals on financial planning,…
Serves private individuals and families in Milton Keynes, Winslow and Buckinghamshire seeking independent advice on pensions, retirement, investments, wealth planning and financial protection.
Financial Health
WeakWeak · -8% CAGR over 4y
Location
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How SiteGround 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.
SiteGround 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 SiteGround?
What share of UK wealth management companies run SiteGround?
How is SiteGround usage detected?
What size wealth management companies use SiteGround in the UK?
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