101 Best Edinburgh Based Financial Services Startups and Companies to Work For

July 8, 2021
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This article showcases our top picks for the best Edinburgh based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top Edinburgh Financial Services Startups

Data sourced from Crunchbase and SemRush.

Aveni

Aveni

Crunchbase Website Twitter Facebook Linkedin

Aveni is a driving automation and insight direct from the voice across regulated industries.

Money Dashboard

Money Dashboard

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Money Dashboard is an online personal financial management service allowing users to view their online financial accounts.

Money Dashboard

Sigma Capital Group

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Sigma Capital Group focus on the creation of communities by delivering new, good quality and well located family homes to rent.

Money Dashboard

FreeAgent

Crunchbase Website Twitter Facebook Linkedin

FreeAgent provides online accounting and money management software for small businesses and freelancers.

Money Dashboard

Zumo

Crunchbase Website Twitter Facebook Linkedin

Zumo turns Bitcoin and Ethereum into money by making crypto work seamlessly with traditional currencies.

Money Dashboard

LendingCrowd

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LendingCrowd, a leading fintech lending platform serving mainland UK and headquartered in Scotland, was founded in 2014 by CEO Stuart Lunn.

Money Dashboard

The ID Co.

Crunchbase Website Twitter Facebook Linkedin

The ID Co. help businesses onboard their customers using Open Bank data to solve business pains such as credit risk and affordability.

Money Dashboard

NatWest Group

Crunchbase Website Twitter Facebook Linkedin

NatWest Group plc, is a majority state-owned British banking and insurance holding company.

Money Dashboard

FinTech Scotland

Crunchbase Website Twitter Facebook Linkedin

FinTech Scotland’s mission is to develop a vibrant fintech eco-system in Scotland through innovation, collaboration and inclusion.

Money Dashboard

ShareIn

Crunchbase Website Twitter Facebook Linkedin

ShareIn is a software and compliance firm specializing in crowdfunding solutions and technology.

Money Dashboard

Level E Research

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Level E Research is a provider of artificial intelligence (AI) investment solutions.

Money Dashboard

miiCard

Crunchbase Website Twitter Facebook Linkedin

MiiCard is a financial services company that specializes in the fields of banking, identity management, and internet.

Money Dashboard

Mark to Market

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Mark to Market helps finance professionals perform accurate, auditable private company valuations.

Money Dashboard

Visible Capital

Crunchbase Website Twitter Facebook Linkedin

Visible Capital uses PSD2/Open Banking data to automate the collection of information required to onboard customers.

Money Dashboard

ABGI UK

Crunchbase Website Twitter Facebook Linkedin

ABGI UK is one of the world’s leading tax incentive and innovation management advisors

Money Dashboard

Amati Global Investors

Crunchbase Website Twitter Facebook Linkedin

Amati Global Investors is a specialist fund management business based in Edinburgh.

Money Dashboard

SquareBook

Crunchbase Website Twitter Facebook Linkedin

SquareBook is a socially responsible FinTech driving a new IPO equity culture.

Money Dashboard

Standard Life Aberdeen

Crunchbase Website Twitter Facebook Linkedin

Standard Life Aberdeen, through its subsidiaries, provides various financial products and services.

Money Dashboard

Qpal

Crunchbase Website Twitter Facebook Linkedin

Financial Wellbeing, Financial Automation, AI, Open Banking

Money Dashboard

LOVAT COMPLIANCE

Crunchbase Website Twitter Facebook Linkedin

Lovat is a tax compliance platform for e-commerce companies for 57 countries

Money Dashboard

Tesco Bank

Crunchbase Website Twitter Facebook Linkedin

Tesco Bank is a retail bank in the United Kingdom.

Money Dashboard

Monily Machine Learning Labs

Crunchbase Website Twitter Facebook Linkedin

Monily Machine Learning provides APIs for Digital Receipts

Money Dashboard

Miller Developments Ltd.

Crunchbase Website Twitter Facebook Linkedin

Miller Developments is one of the UK’s land and property development companies

Money Dashboard

Inverleith

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Inverleith is a private-equity firm which is Investing in consumer brands.

Money Dashboard

The Royal Bank Of Scotland Public Limited Company

Crunchbase Website Twitter Facebook Linkedin

Royal Bank of Scotland (RBS) engages in the provision of international banking and financial services.

Money Dashboard

BDO UK LLP

Crunchbase Website Twitter Facebook Linkedin

BDO UK provides tax, audit and assurance, advisory and business outsourcing services to companies across all sectors of the economy.

Money Dashboard

Sainsbury’s Bank

Crunchbase Website Twitter Facebook Linkedin

The Bank’s strategy is centred on providing the core Sainsbury’s shopper with a compelling reason to buy financial service products from us.

Money Dashboard

Nucleus

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Nucleus is a software platform that allows financial advisors to manage and customize their clients’ investments.

Money Dashboard

Ocyan

Crunchbase Website Twitter Facebook Linkedin

Financial marketplace for European Expats

Money Dashboard

Frontier IP Group plc

Crunchbase Website Twitter Facebook Linkedin

Frontier IP Group plc is a specialist asset management group.

Money Dashboard

DirectID

Crunchbase Website Twitter Facebook Linkedin

DirectID is a global, trusted partner to the world’s leading banks, DirectID utilizes bank data to enhance the credit risk lifecycle.

Money Dashboard

Origo

Crunchbase Website Twitter Facebook Linkedin

Origo is a fintech company.

Money Dashboard

Scotia Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Scotia Wealth Management is a financial services company based out of 36-38 Salamander Street, Edinburgh, United Kingdom.

Money Dashboard

Standard Life Investments

Crunchbase Website Twitter Facebook Linkedin

Standard Life Investments is a asset manager with an expanding global reach.

Money Dashboard

Hollis Accounting Limited

Crunchbase Website Twitter Facebook Linkedin

Hollis Accounting Limited is a Chartered Accountants specialise in providing services to individuals, small & medium-sized businesses.

Money Dashboard

Halifax Bank of Scotland

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Halifax Bank of Scotland (HBOS) is a banking and insurance company in the United Kingdom.

Money Dashboard

ACCOUNTECH SOLUTIONS LIMITED

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ACCOUNTECH SOLUTIONS LIMITED is an accounting company that provides accountancy services.

Money Dashboard

Standard Life

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Standard Life is a provider of long-term savings and investment services.

Money Dashboard

Bank of Scotland

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Bank of Scotland is a commercial and clearing bank based in Edinburgh, Scotland.

Money Dashboard

Lomond Capital

Crunchbase Website Twitter Facebook Linkedin

Lomond Capital is a property management company.

Money Dashboard

Scottish Widows

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Scottish Widows has been helping people plan their financial futures for over 200 years.

Money Dashboard

GRC Financial Management

Crunchbase Website Twitter Facebook Linkedin

GRC Financial Management is a Financial Services that offers sound financial advice.

Money Dashboard

EAST

Crunchbase Website Twitter Facebook Linkedin

EAST is a non-profit organization that gathers information from and disseminates East outputs to ATM deployers and networks.

Money Dashboard

LEBC Holdings

Crunchbase Website Twitter Facebook Linkedin

LEBC Holdings provides financial advice and solutions to individuals, corporates and partnerships.

Money Dashboard

Aegon UK

Crunchbase Website Twitter Facebook Linkedin

Aegon UK is a financial service provider specializing in pensions, investments and insurance.

Money Dashboard

Adam & Co Company

Crunchbase Website Twitter Facebook Linkedin

Adam & Company is a financial services company located in Edinburgh.

Money Dashboard

4sight Financial Software Limited

Crunchbase Website Twitter Facebook Linkedin

4sight Financial Software is a leading provider of securities finance and collateral management systems to financial institutions worldwide.

Money Dashboard

Stewart Investors

Crunchbase Website Twitter Facebook Linkedin

Stewart Investors is an investment management company that delivers complete investment management and financial services.

Money Dashboard

Inbest.ai

Crunchbase Website Twitter Facebook Linkedin

Inbest.ai is a data analytics platform that aims to democratise the access to wealth management.

Money Dashboard

Verisim

Crunchbase Website Twitter Facebook Linkedin

Verisim provides software-simulation solutions for training, prototyping and customer demonstration in the financial services sector.

Money Dashboard

Barrie & Hibbert

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Barrie & Hibbert helps clients understand how the uncertainty of financial markets can impact their business.

Money Dashboard

JM IFA

Crunchbase Website Twitter Facebook Linkedin

JM IFA Ltd is an independent financial adviser that specialises in advising private clients.

Money Dashboard

ALMIS International

Crunchbase Website Twitter Facebook Linkedin

ALMIS International provides asset liability management system to calculate total balance sheet interest rate risk.

Money Dashboard

Urbana

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Urbana Corporation grows assets over the long-term through a powerful combination of public and private investments.

Money Dashboard

Skerryvore Asset Management LLP

Crunchbase Website Twitter Facebook Linkedin

BennBridge develops and distributes actively managed equity funds, offering high-grade service and investment solutions.

Money Dashboard

UFX.com

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UFX.com is an online broker that provides trading services in currencies, ETFs, stocks, and indices.

Money Dashboard

Green Investment Bank

Crunchbase Website Twitter Facebook Linkedin

Green Investment Bank was created to invest in green projects on commercial terms and mobilise other private sector capital.

Money Dashboard

Dalbeath Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Dalbeath Financial Planning Ltd is a firm of independent financial advisers (IFAs) that offers advice to clients across the UK.

Money Dashboard

Murray Asset Management

Crunchbase Website Twitter Facebook Linkedin

Murray Asset Management is a wealth management, investment management and financial planning firm.

Money Dashboard

RM Advance

Crunchbase Website Twitter Facebook Linkedin

RM Advance is a financial services education and training specialist.

Money Dashboard

Cornelian Asset Managers

Crunchbase Website Twitter Facebook Linkedin

Cornelian is an independent company concentrating on investment management.

Money Dashboard

Bruce Stevenson Insurance Brokers

Crunchbase Website Twitter Facebook Linkedin

Bruce Stevenson Insurance Brokers is an insurance broker company.

Money Dashboard

Mearns & Company

Crunchbase Website Twitter Facebook Linkedin

Mearns & Company is a Chartered Financial Planners Consultants that specializes in Wealth Management, Employee Benefits & Financial Planning

Money Dashboard

Aberforth Partners

Crunchbase Website Twitter Facebook Linkedin

Aberforth Partners provides financial services.

Money Dashboard

Kames Capital

Crunchbase Website Twitter Facebook Linkedin

Kames Capital is a specialist investment management business.

Money Dashboard

EAFS Consulting

Crunchbase Website Twitter Facebook Linkedin

EAFS is a financial & accounting service that provides accountancy & tax solutions designed specifically for contractors and freelancers.

Money Dashboard

Builders In Edinburgh Ltd

Crunchbase Website Twitter Facebook Linkedin

Builders In Edinburgh provides services such as refurbishment, renovations, property maintenance, and insurance damage repairs.

Money Dashboard

Whites Financial Management

Crunchbase Website Twitter Facebook Linkedin

Whites Financial Management Ltd is a financial advisor company that provides financial advice in the field of investments and pensions.

Money Dashboard

Virtuo Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Virtuo Wealth Management is an appointed representative of TenetConnect that is authorized and regulated by the Financial Conduct Authority.

Money Dashboard

Lothian Pension Fund

Crunchbase Website Twitter Facebook Linkedin

Pension Fund / Institutional Asset Manager

Money Dashboard

Borland Insurance

Crunchbase Website Twitter Facebook Linkedin

Borland provides insurance solutions to a wide spectrum of commercial and private clients.

Money Dashboard

Arum

Crunchbase Website Twitter Facebook Linkedin

Arum is the only truly independent company offering services across the credit management lifecycle.

Money Dashboard

Project Heather

Crunchbase Website Twitter Facebook Linkedin

Project Heather is a public market for Scotland and global fixed-income, fund creation and companies.

Money Dashboard

Cheque Centre

Crunchbase Website Twitter Facebook Linkedin

Cheque Centre is a financial solutions firm that provides loans, mortgages and credit card services.

Money Dashboard

Cornerstone Asset Management

Crunchbase Website Twitter Facebook Linkedin

Cornerstone Asset Management is a wealth management company that provides financial planning services.

Money Dashboard

First Mortgage

Crunchbase Website Twitter Facebook Linkedin

First Mortgage is a UK based company that provides services for mortgage, remortgage, and first time buyers.

Money Dashboard

Caledonia Asset Management

Crunchbase Website Twitter Facebook Linkedin

Caledonia Asset Management Ltd is an Accounting Firm that offers good value, common sense and pragmatic financial planning and advice.

Money Dashboard

Personal Assets Trust

Crunchbase Website Twitter Facebook Linkedin

Personal Assets Trust offers portfolio management, financial planning and investment advisory services.

Money Dashboard

Adam & Co – Investment management business

Crunchbase Website Twitter Facebook Linkedin

Adam & Co – Investment management business offers discretionary investment management to individuals and their families, and to charities.

Money Dashboard

Conduit Finance

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Conduit Finance is a specialist corporate finance brokers that provide impartial & professional advice to corporate & property companies.

Money Dashboard

Glass Accountancy

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Stuart Glass is a qualified accountant in a variety of sectors, including manufacturing, professional services, property & venture capital.

Money Dashboard

SBC Financial

Crunchbase Website Twitter Facebook Linkedin

SBC Financial provides financial and mortgage consulting services.

Money Dashboard

Mayside Partners Limited

Crunchbase Website Twitter Facebook Linkedin

Venture capital firm, based in Scotland that partners with entrepreneurs to transform their ideas into world-changing products.

Money Dashboard

The Scottish Investment Trust

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The Scottish Investment Trust is an independently managed investment trust company.

Money Dashboard

Edinburgh Worldwide Investment Trust

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Edinburgh Worldwide Investment Trust is a publicly traded investment trust invests in global stock markets.

Money Dashboard

Mitchell Edwards

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Mitchell Edwards offers a range of financial & business support services & ongoing strategic advice helping businesses develop and grow.

Money Dashboard

Allsquare

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Allsquare (Edinburgh) Ltd is an accounting company that offers business & financial services to companies with business growth strategies.

Money Dashboard

Quest Corporate

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Quest Corporate is a corporate finance and advisory company.

Money Dashboard

Alderburn Finance

Crunchbase Website Twitter Facebook Linkedin

Alderburn Finance provides peer-to-peer commercial loans to UK companies.

Money Dashboard

George + Co

Crunchbase Website Twitter Facebook Linkedin

George + Co (Scotland) Ltd is an independent firm of Chartered Tax Advisers and Accountants based in Edinburgh’s West End.

Money Dashboard

Clerical Medical

Crunchbase Website Twitter Facebook Linkedin

Clerical Medical has been one of the leading providers of pensions and investments since 1824

Money Dashboard

Anderson Strathern Asset Management

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Anderson Strathern Asset Management provides investment management, financial planning, pensions, and general insurance practice.

Money Dashboard

Heritable Financial Planning

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Heritable Financial Planning is a financial advisor & investment company that offers advice regarding mortgage,pension and investments.

Money Dashboard

Revera Asset Management

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Established in 2003, we are an Edinburgh-based investment boutique, dedicated to UK equity investments.

Money Dashboard

Assessor Consulting

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Assessor Consulting is a specialist finance & accountancy firm that helps organisations achieve impossible things via process digitization.

Money Dashboard

Johnston Carmichael Chartered Accountants and Business Advisers

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Johnston Carmichael Chartered Accountants and Business Advisers is largest independent firm of Chartered Accountants and Business Advisers.

Money Dashboard

J S Accounting Services

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J S Accounting Services is an Accounting Firm that aims to provide a friendly and efficient service with no surprises.

Money Dashboard

FX Match

Crunchbase Website Twitter Facebook Linkedin

FX Match is a currency conversion and independent foreign exchange broker.

Money Dashboard

Mackay Hall Financial Services

Crunchbase Website Twitter Facebook Linkedin

Mackay Hall Financial Services Ltd is a financial advisory firm that focuses on private asset management and industrial pensions.

Money Dashboard

Johnston Financial

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Johnston Financial is a financial planning firm.

Money Dashboard

NCM Fund Services

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NCM Fund Services provides fund administration, regulated depository, and operator services.

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