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

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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

Top Edinburgh Financial Services Startups

Data sourced from Crunchbase and SemRush.

Aveni

Aveni

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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

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

Money Dashboard

Zumo

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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.

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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

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

Money Dashboard

FinTech Scotland

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

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ShareIn

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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

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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

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

Money Dashboard

ABGI UK

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

Money Dashboard

Amati Global Investors

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

Money Dashboard

SquareBook

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

Money Dashboard

Standard Life Aberdeen

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

Money Dashboard

Qpal

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Financial Wellbeing, Financial Automation, AI, Open Banking

Money Dashboard

LOVAT COMPLIANCE

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

Money Dashboard

Tesco Bank

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Tesco Bank is a retail bank in the United Kingdom.

Money Dashboard

Monily Machine Learning Labs

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Monily Machine Learning provides APIs for Digital Receipts

Money Dashboard

Miller Developments Ltd.

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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

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

Money Dashboard

BDO UK LLP

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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

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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

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Financial marketplace for European Expats

Money Dashboard

Frontier IP Group plc

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Frontier IP Group plc is a specialist asset management group.

Money Dashboard

DirectID

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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

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Origo is a fintech company.

Money Dashboard

Scotia Wealth Management

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

Money Dashboard

Standard Life Investments

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

Money Dashboard

Hollis Accounting Limited

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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

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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

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

Money Dashboard

EAST

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

Money Dashboard

LEBC Holdings

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

Money Dashboard

Aegon UK

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

Money Dashboard

Adam & Co Company

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

Money Dashboard

4sight Financial Software Limited

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

Money Dashboard

Stewart Investors

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

Money Dashboard

Inbest.ai

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

Money Dashboard

Verisim

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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

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

Money Dashboard

ALMIS International

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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

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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

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

Money Dashboard

Dalbeath Financial Planning

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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

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

Money Dashboard

RM Advance

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RM Advance is a financial services education and training specialist.

Money Dashboard

Cornelian Asset Managers

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Cornelian is an independent company concentrating on investment management.

Money Dashboard

Bruce Stevenson Insurance Brokers

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Bruce Stevenson Insurance Brokers is an insurance broker company.

Money Dashboard

Mearns & Company

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

Money Dashboard

Aberforth Partners

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Aberforth Partners provides financial services.

Money Dashboard

Kames Capital

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Kames Capital is a specialist investment management business.

Money Dashboard

EAFS Consulting

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

Money Dashboard

Builders In Edinburgh Ltd

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

Money Dashboard

Whites Financial Management

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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

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

Money Dashboard

Lothian Pension Fund

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Pension Fund / Institutional Asset Manager

Money Dashboard

Borland Insurance

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

Money Dashboard

Arum

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

Money Dashboard

Project Heather

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

Money Dashboard

Cheque Centre

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

Money Dashboard

Cornerstone Asset Management

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

Money Dashboard

First Mortgage

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

Money Dashboard

Caledonia Asset Management

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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

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

Money Dashboard

Adam & Co – Investment management business

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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

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SBC Financial provides financial and mortgage consulting services.

Money Dashboard

Mayside Partners Limited

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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

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

Money Dashboard

George + Co

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

Money Dashboard

Clerical Medical

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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

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

Money Dashboard

Mackay Hall Financial Services

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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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