September 27, 2021
Wealth Management is big business in the UK. We have selected the top 140 Wealth Management companies across the size spectrum to showcase. These startups and companies are all taking different approaches to innovating the Wealth Management industry, that diversity of innovation is what makes the UK so great.
We selected these startups and companies for exceptional performance in one of these categories:
We have profiled the top 140 Wealth Management startups, companies and firms in the UK. This list is in no particular order, all of the companies showcased here are exceptional companies, well worth following.
Freetrade is a challenger stockbroker that offers free share trading in mobile phones.
Moneyfarm is a digital wealth manager that offers advice and investments.
Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
The platform to build all fintech money management propositions.
Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Real growth. Realized. Digital Experience Platform for Financial Services.
Claro is a digital financial coach that empowers you to make smarter financial decisions every day.
Pynk is where everyday people invest better together.
BITE is a global financial technology platform built to deliver alternative investments and private market strategies.
Upside is Intelligent Cashback as an API, fuelled by Open Banking.
Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
The first DIY wealth-building app for long-term investors.
AlphaSwap is an investment technology platform, bundling its analyst community’s best stock ideas into Data-as-a-Service
Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined.
Enterprise, cloud native core wealth management SaaS. Launch and run superior digital wealth management propositions faster & cheaper.
Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals.
US stock market access for Latin Americans. Botin is an app to invest from $1 USD, with no minimums and no commissions per trade.
Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.
The Low-Code Fintech Agility Platform
Advicefront is an advice platform for financial advisors that combines algorithmic investing with the human side of financial advice.
Digital Wealth Management Platform .
True Potential is one of the fastest growing and most innovative financial services groups in the UK.
FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
Stockomendation has a predictive algorithm which analyses stock tips
BmyBit is a predictive analytics company providing automated trading solutions for crypto traders.
Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.
Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms.
Alpha was founded in 2003 and is a leading global provider of consulting, benchmarking and implementation services to financial
Marex Spectron is a broker offering unrivalled breadth of commodity market.
Seismic is a family-led fund manager, focused on the UK and regulated by the FCA
Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading.
Investment platform providing access to regulated investment products from across the direct lending sector
Arabesque brings together technology, data and finance to deliver transparent, sustainable financial solutions.
money.co.uk is a financial comparison website for UK consumers and businesses.
Cassini Systems is a new financial technology company.
HYCM is an FCA and CySEC-regulated market leader in providing online FX and CFD trading to retail and institutional investors.
Brewin Dolphin is a personalised, discretionary wealth management services, investment management and financial planning services provider.
Emerio Banque Ltd is an International trade finance company providing LC, BG, documentary collections etc.services to global businesses.
Rokos Capital Management is an alternative investment fund manager that provides effective risk management solutions.
Regulated retail & enterprise financial services and technology solutions provider.
WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.
Kleinwort Benson is a private bank, offering wealth management services.
Advanta Wealth is a wealth management and financial planning firm.
Saranac Partners offers clients partnership in their financial activities.
Capital Markets London based FinTech
Financial services marketplace for the under-35s
Liontrust Asset Management PLC is a specialist fund management company.
Tilney Smith & Williamson is a financial planning and investment firm.
Arbuthnot Latham offers private and commercial banking services.
Alphamolly provides investors with the complete toolset that enables them to confidently focus on the growth of their investment portfolio
The Fry Group is a financial advisory firm that offers tax, financial and estate planning services to its clients.
FundWiser is a platform that provides everyone with access to alternative investments from as little as £1000.
Walker Crips Asset Managers provides financial services in the United Kingdom.
independent wealth management
Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management.
Qube Research & Technologies is a quantitative and systematic investment manager with offices in Hong Kong, London, Mumbai and Paris.
BitSpread is a fintech firm that specializes in wealth management services.
Octopus Wealth try and keep the fee stuff simple, have an annual fee of 0.95%, that reduces the more assets you have with us.
Whitefoord is a wealth management organization that provides investment and advisory services.
LGT Vestra is a financial advisory firm that offers wealth management, asset allocation and financial planning services to businesses.
Apperia is an innovative FinTech Platform designed to provide a compelling, unified solution in delivering Workplace Financial Wellbeing.
The leading solution provider directory & intelligence resource for the global wealth management sector.
Online Financial Advice and Investment Management
TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.
Centricus Acquisition is a Special Purpose Acquisition Company.
Saunderson House offers a full financial planning and wealth service to high net worth individuals, charities, trusts and other businesses.
Isio Services renders pension advice, retirement planning, investment management, consulting, wealth management and financial services.
J.M. Finn is a personalized investment and wealth planning services for private and professional investors.
Drax is an investment firm that specializes in private equity, portfolios analysis, and management services.
First Wealth offers financial planning and wealth management services.
Acuity professional provides financial services like tax, accounting, wealth management, audits, and investments.
Symfonie Capital brings together a multinational team of specialists in finance and investment management.
Alta Capital Group specializes in a spectrum of services ranging from investment banking, advisory to e-commerce technologies.
Hamilcar Capital is an independent investment boutique focusing on private and listed equity in Africa, Europe and the Middle East.
Westminster Wealth Management is an independent financial advisory group company located in London.
The MergerSight Group is a student-led financial research company that provides recent M&A transactions.
Snowball helps individuals and businesses to obtain private and public investment returns with wealth management and financial services.
Hurst Point Capital is to provide growth capital to Financial Services businesses.
Brookland Partners is a real estate investment banking firm.
Mywagez is a free employee benefit that allows your staff to take their salary in real-time.
Drewberry is a UK technology-based insurance intermediary and provider of wealth, pensions and investment advice
Monterone Partners research-driven equity long-short investment management firm that focuses on permanent capital impairment.
Oberon Investments Group provides personalized services in Investment Management, Wealth Planning, Corporate Advisory and Broking.
Vanguard Asset Management offers retirement planning, pension, investment management, financial planning and wealth management services.
PIMFA provides investment management and financial advisory services.
Bank of Georgia is the retail banking, the bank is the country's corporate lender, with broad knowledge of the sector and local experience.
Smart Solutions for Wealth Advisors. Provide quality advice and build long-lasting relationships with your clients.
“New generation” marketplace which brings together index inventors, financial product issuers and institutional investors.
Citibank UK offers banking, wealth management, and financial services.
Know When You'll Be Worth $1 Million. Usefirst - Your Financial Health Advisor
Pello Capital is an independent investment company that offers investment products.
Strand Hanson is a company which offers Corporate Finance, M&A, Flotations, Fundraising, AIM, MBOs+MBIs, and Nominated advisory services.
Stellar Asset Management supports advisers and investors with estate planning services to provide relief from inheritance tax.
Barclays Investment Solutions provides a wide range of investment products.
Punter Southall Wealth provides financial advisory services.
Merchant Securities provides a range of financial services in the United Kingdom.
Global Wealth Solutions business of Willis Towers Watson, a global advisory, broking and solutions company.
TIME Investments provide tax and estate planning solutions services.
Raymond James Investment Services provides independent contracting, transition, relationship management and investment management platforms.
Verlingue provides business insurance, credit insurance, wealth management, and risk management services.
Thrings has been providing legal advice to businesses and individuals for almost 300 years.
Optimus Capital provider of asset and portfolio management services.
Abraxas Capital Management is a boutique investment manager that offers financial planning & services.
Edgbaston Investment Partners provides tailored investment strategies and programs along with wealth and risk management services.
Ennismore Fund Management is a company which specializes in investing in listed small and mid-cap equities.
UK Bond Network deliver high yield fixed rate bonds for investors and flexible, bespoke.
Logic Investments provides dealing and discretionary investment management services.
Private Equity and Capital Investments
Alliotts is an accounting firm that offers chartered accountants, business and tax advice.
BSN Capitals provides financial services like bespoke cash management and funding solutions.
Henderson Rowe is an investment manager providing asset allocation solutions to small pensions and high-net-worth individuals and families.
IWP UK offers wealth planning and financial advisory services.
FQS Capital Partners is an investment management company that offers responsible & strategic investment solutions and analytical services.
Wigmore Associates Wealth Management is an investment firm that provides equity, retirement and estate planning.
Charter Group Fund Administration (CGFA) provides fund administration services.
CameronDowning provides financial services like investment, insurance, debt and wealth management.
GrowFactor is a company that expertise in accounting, taxation and wealth management services.
King & Shaxson provides financial services, asset management, advice, and training services.
Nevastar Finance is an investment management firm that provides real estate, private equity and corporate finance services.
Beaufort Securities is an award-winning traditional stockbroker incorporated nearly a quarter of a century ago.
Samie Capital is an insurance and investments firm.
Seddons is a law firm that provides consulting services such as real estate, family law, wealth management, employment and immigration.
T8 is a wealth management platform that enables the management of investment, finance and payments.
Bradbury Hamilton is a financial adviser that provides holistic financial planning services.
West Lodge Capital is an investment firm that provides property development, equity, asset and wealth management services.
Signia Wealth provides investment advisory and wealth management services.
Zen Assets is an online wealth management platform for private clients.
Teal Management is a privately-held family office based in London, UK.
Infinity Wealth By Design is a wealth-management team founded with the vision to innovate their industry
Cedar Rock Capital specializes in investment strategy and management.
Cork Gully advisory and investment firm that provides refinancing, fundraising, debt-equity swaps, and contingency planning services.
Tanager Wealth Management is a firm that provides financial planning and investment advisory services.
MASECO is an independent wealth management firm.
Berkeley Finch provides financial services like accounting, payroll, auditing and taxation.
Persia International Bank provides banking products and services for businesses and individuals.
BRN Accountants provides accounting, taxation and wealth management services.
PortfolioMetrix is an investment management platform for financial advisors in areas like asset allocation, portfolio & fund management.
Aberdeen Standard Capital is an investment management company that provides asset allocation, financial planning, and advisory services.
Valor Real Estate Partners is a real estate agency that invests in asset management and industrial real estate in the logistics sector.