This article showcases our top picks for the best Edinburgh based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management 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 Wealth Management Startups
Data sourced from Crunchbase and SemRush.
NatWest Group
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NatWest Group plc, is a majority state-owned British banking and insurance holding company.
Legado
Crunchbase Website Twitter Facebook Linkedin
Securely and easily organise, store and share your most important documents, files, wishes and memories.
Halifax Bank of Scotland
Crunchbase Website Twitter Facebook Linkedin
Halifax Bank of Scotland (HBOS) is a banking and insurance company in the United Kingdom.
Murray Asset Management
Crunchbase Website Twitter Facebook Linkedin
Murray Asset Management is a wealth management, investment management and financial planning firm.
Mearns & Company
Crunchbase Website Twitter Facebook Linkedin
Mearns & Company is a Chartered Financial Planners Consultants that specializes in Wealth Management, Employee Benefits & Financial Planning
Melville Independent Plc
Crunchbase Website Twitter Facebook Linkedin
Melville Independent plc is a whole of market independent advisory firm that focuses on private wealth management and corporate solutions.
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.
Cornerstone Asset Management
Crunchbase Website Twitter Facebook Linkedin
Cornerstone Asset Management is a wealth management company that provides financial planning services.
Edinburgh Wealth Management
Crunchbase Website Twitter Facebook Linkedin
EWM is a Financial Advisory Firm providing clear, unbiased, whole of market advice tailored to the clients’ needs.
Wishart Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Wishart Wealth Management provides wealth management services.
Balmoral Asset Management
Crunchbase Website Twitter Facebook Linkedin
Balmoral Asset Management is a wealth management service provider company.
Clarity IFA
Crunchbase Website Twitter Facebook Linkedin
Clarity IFA is a wealth management company that specializes in wealth management, financial planning, savings, investments and pensions.