Mark Anderson
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
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Aveni is a driving automation and insight direct from the voice across regulated industries.
Money Dashboard
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Money Dashboard is an online personal financial management service allowing users to view their online financial accounts.
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.
FreeAgent
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FreeAgent provides online accounting and money management software for small businesses and freelancers.
Zumo
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Zumo turns Bitcoin and Ethereum into money by making crypto work seamlessly with traditional currencies.
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.
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.
NatWest Group
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NatWest Group plc, is a majority state-owned British banking and insurance holding company.
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 is a software and compliance firm specializing in crowdfunding solutions and technology.
Level E Research
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Level E Research is a provider of artificial intelligence (AI) investment solutions.
miiCard
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MiiCard is a financial services company that specializes in the fields of banking, identity management, and internet.
Mark to Market
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Mark to Market helps finance professionals perform accurate, auditable private company valuations.
Visible Capital
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Visible Capital uses PSD2/Open Banking data to automate the collection of information required to onboard customers.
ABGI UK
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ABGI UK is one of the world’s leading tax incentive and innovation management advisors
Amati Global Investors
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Amati Global Investors is a specialist fund management business based in Edinburgh.
SquareBook
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SquareBook is a socially responsible FinTech driving a new IPO equity culture.
Standard Life Aberdeen
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Standard Life Aberdeen, through its subsidiaries, provides various financial products and services.
Qpal
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Financial Wellbeing, Financial Automation, AI, Open Banking
LOVAT COMPLIANCE
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Lovat is a tax compliance platform for e-commerce companies for 57 countries
Tesco Bank
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Tesco Bank is a retail bank in the United Kingdom.
Monily Machine Learning Labs
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Monily Machine Learning provides APIs for Digital Receipts
Miller Developments Ltd.
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Miller Developments is one of the UK’s land and property development companies
Inverleith
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Inverleith is a private-equity firm which is Investing in consumer brands.
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.
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.
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.
Nucleus
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Nucleus is a software platform that allows financial advisors to manage and customize their clients’ investments.
Frontier IP Group plc
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Frontier IP Group plc is a specialist asset management group.
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.
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.
Standard Life Investments
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Standard Life Investments is a asset manager with an expanding global reach.
Hollis Accounting Limited
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Hollis Accounting Limited is a Chartered Accountants specialise in providing services to individuals, small & medium-sized businesses.
Halifax Bank of Scotland
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Halifax Bank of Scotland (HBOS) is a banking and insurance company in the United Kingdom.
ACCOUNTECH SOLUTIONS LIMITED
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ACCOUNTECH SOLUTIONS LIMITED is an accounting company that provides accountancy services.
Standard Life
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Standard Life is a provider of long-term savings and investment services.
Bank of Scotland
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Bank of Scotland is a commercial and clearing bank based in Edinburgh, Scotland.
Lomond Capital
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Lomond Capital is a property management company.
Scottish Widows
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Scottish Widows has been helping people plan their financial futures for over 200 years.
GRC Financial Management
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GRC Financial Management is a Financial Services that offers sound financial advice.
EAST
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EAST is a non-profit organization that gathers information from and disseminates East outputs to ATM deployers and networks.
LEBC Holdings
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LEBC Holdings provides financial advice and solutions to individuals, corporates and partnerships.
Aegon UK
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Aegon UK is a financial service provider specializing in pensions, investments and insurance.
Adam & Co Company
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Adam & Company is a financial services company located in Edinburgh.
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.
Stewart Investors
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Stewart Investors is an investment management company that delivers complete investment management and financial services.
Inbest.ai
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Inbest.ai is a data analytics platform that aims to democratise the access to wealth management.
Verisim
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Verisim provides software-simulation solutions for training, prototyping and customer demonstration in the financial services sector.
Barrie & Hibbert
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Barrie & Hibbert helps clients understand how the uncertainty of financial markets can impact their business.
JM IFA
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JM IFA Ltd is an independent financial adviser that specialises in advising private clients.
ALMIS International
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ALMIS International provides asset liability management system to calculate total balance sheet interest rate risk.
Urbana
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Urbana Corporation grows assets over the long-term through a powerful combination of public and private investments.
Skerryvore Asset Management LLP
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BennBridge develops and distributes actively managed equity funds, offering high-grade service and investment solutions.
UFX.com
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UFX.com is an online broker that provides trading services in currencies, ETFs, stocks, and indices.
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.
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.
Murray Asset Management
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Murray Asset Management is a wealth management, investment management and financial planning firm.
RM Advance
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RM Advance is a financial services education and training specialist.
Cornelian Asset Managers
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Cornelian is an independent company concentrating on investment management.
Bruce Stevenson Insurance Brokers
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Bruce Stevenson Insurance Brokers is an insurance broker company.
Mearns & Company
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Mearns & Company is a Chartered Financial Planners Consultants that specializes in Wealth Management, Employee Benefits & Financial Planning
Aberforth Partners
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Aberforth Partners provides financial services.
Kames Capital
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Kames Capital is a specialist investment management business.
EAFS Consulting
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EAFS is a financial & accounting service that provides accountancy & tax solutions designed specifically for contractors and freelancers.
Builders In Edinburgh Ltd
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Builders In Edinburgh provides services such as refurbishment, renovations, property maintenance, and insurance damage repairs.
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.
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.
Lothian Pension Fund
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Pension Fund / Institutional Asset Manager
Borland Insurance
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Borland provides insurance solutions to a wide spectrum of commercial and private clients.
Arum
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Arum is the only truly independent company offering services across the credit management lifecycle.
Project Heather
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Project Heather is a public market for Scotland and global fixed-income, fund creation and companies.
Cheque Centre
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Cheque Centre is a financial solutions firm that provides loans, mortgages and credit card services.
Cornerstone Asset Management
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Cornerstone Asset Management is a wealth management company that provides financial planning services.
First Mortgage
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First Mortgage is a UK based company that provides services for mortgage, remortgage, and first time buyers.
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.
Personal Assets Trust
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Personal Assets Trust offers portfolio management, financial planning and investment advisory services.
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.
Conduit Finance
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Conduit Finance is a specialist corporate finance brokers that provide impartial & professional advice to corporate & property companies.
Glass Accountancy
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Stuart Glass is a qualified accountant in a variety of sectors, including manufacturing, professional services, property & venture capital.
SBC Financial
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SBC Financial provides financial and mortgage consulting services.
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.
The Scottish Investment Trust
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The Scottish Investment Trust is an independently managed investment trust company.
Edinburgh Worldwide Investment Trust
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Edinburgh Worldwide Investment Trust is a publicly traded investment trust invests in global stock markets.
Mitchell Edwards
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Mitchell Edwards offers a range of financial & business support services & ongoing strategic advice helping businesses develop and grow.
Allsquare
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Allsquare (Edinburgh) Ltd is an accounting company that offers business & financial services to companies with business growth strategies.
Quest Corporate
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Quest Corporate is a corporate finance and advisory company.
Alderburn Finance
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Alderburn Finance provides peer-to-peer commercial loans to UK companies.
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.
Clerical Medical
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Clerical Medical has been one of the leading providers of pensions and investments since 1824
Anderson Strathern Asset Management
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Anderson Strathern Asset Management provides investment management, financial planning, pensions, and general insurance practice.
Heritable Financial Planning
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Heritable Financial Planning is a financial advisor & investment company that offers advice regarding mortgage,pension and investments.
Revera Asset Management
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Established in 2003, we are an Edinburgh-based investment boutique, dedicated to UK equity investments.
Assessor Consulting
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Assessor Consulting is a specialist finance & accountancy firm that helps organisations achieve impossible things via process digitization.
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.
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.
FX Match
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FX Match is a currency conversion and independent foreign exchange broker.
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.
Johnston Financial
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Johnston Financial is a financial planning firm.
NCM Fund Services
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NCM Fund Services provides fund administration, regulated depository, and operator services.
