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78 Top Bristol Based Financial Services Firms

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This article showcases our top picks for the best Bristol 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 Bristol Financial Services Startups

Data sourced from Crunchbase and SemRush.

Moneyhub

Moneyhub

Crunchbase Website Twitter Facebook Linkedin

Moneyhub is a financial technology company that provides open banking and finance solutions.

YellowDog

YellowDog

Crunchbase Website Twitter Facebook Linkedin

Helping businesses power their innovations with the most scalable cloud native scheduling and provisioning technology.

YellowDog

Payaca

Crunchbase Website Twitter Facebook Linkedin

B2B SaaS for customer-focused service businesses.

YellowDog

Tumelo

Crunchbase Website Twitter Facebook Linkedin

Tumelo is an impact-focused financial technology firm with the mission of giving every investor a voice.

YellowDog

Premia Capital

Crunchbase Website Twitter Facebook Linkedin

Premia Capital is a newly-formed property & casualty (“P&C”) insurance

YellowDog

Rackle

Crunchbase Website Twitter Facebook Linkedin

Connect to Thousands of Banks

YellowDog

Wealth Club

Crunchbase Website Twitter Facebook Linkedin

A service for UK high net worth & sophisticated investors, founded by former Hargreaves Lansdown directors and senior employees.

YellowDog

GoSkippy Insurance

Crunchbase Website Twitter Facebook Linkedin

GoSkippy Insurance is an online insurance broker that lets user to avail short term insurance for cars, motorbikes vans and home.

YellowDog

Hargreaves Lansdown

Crunchbase Website Twitter Facebook Linkedin

Hargreaves Lansdown plc is a financial service company based in Bristol that sells funds and shares and related products.

YellowDog

PARADIGM NORTON FINANCIAL PLANNING LIMITED

Crunchbase Website Twitter Facebook Linkedin

PARADIGM NORTON FINANCIAL PLANNING LIMITED is a financial firm.

YellowDog

Xavier Analytics

Crunchbase Website Twitter Facebook Linkedin

A Xero companion for accounting pros, Xavier guides people through the process of cleaning up and making sense of Xero data.

YellowDog

Zing365

Crunchbase Website Twitter Facebook Linkedin

Zing365 is a provider of compliance training to the Insurance and Financial Services sectors through in-person and virtual live training.

YellowDog

Ultimate Finance

Crunchbase Website Twitter Facebook Linkedin

Ultimate Finance Group specializes in providing fast, flexible, fair funding for small businesses.

YellowDog

The Mortgage Lender

Crunchbase Website Twitter Facebook Linkedin

The Mortgage Lender is providing mortgages to people with less than usual lifestyles is what we do.

YellowDog

Optimum SME Finance Ltd.

Crunchbase Website Twitter Facebook Linkedin

Optimum SME Finance Ltd., specialise in providing bespoke invoice finance solutions for SMEs.

YellowDog

Paydek

Crunchbase Website Twitter Facebook Linkedin

Paydek mass payout solution was designed with the discerning Corporate Clients’ needs in mind. Fast, efficient, secure & cost effective.

YellowDog

Regulation Technologies Ltd

Crunchbase Website Twitter Facebook Linkedin

Building a proprietary graph dataset and machine learning model to predict mis-selling in UK financial services.

YellowDog

Inspired Capital plc

Crunchbase Website Twitter Facebook Linkedin

Inspired Capital plc are making it easier, faster and smoother for small businesses to get the funds they need.

YellowDog

Sanlam UK

Crunchbase Website Twitter Facebook Linkedin

Sanlam UK is a wealth management & investment company.

YellowDog

BLUEFIELD SERVICES LIMITED

Crunchbase Website Twitter Facebook Linkedin

BLUEFIELD SERVICES LIMITED is an asset management firm that deals with technical, operational, legal and financial support.

YellowDog

ACCOUNTING ADVICE LIMITED

Crunchbase Website Twitter Facebook Linkedin

Accounting Advice is a firm of Accountants based. They specialise in small to medium businesses for accountancy and taxation services.

YellowDog

Brunel Pension Partnership

Crunchbase Website Twitter Facebook Linkedin

Brunel Pension Partnership is an investment company.

YellowDog

Adalpha

Crunchbase Website Twitter Facebook Linkedin

Adalpha is a simple and secure mobile investment platform for advisers.

YellowDog

Aspira Corporate Solutions Ltd

Crunchbase Website Twitter Facebook Linkedin

Aspira Corporate Solutions Ltd is a provider of pensions and wealth management services.

YellowDog

Brightside Group

Crunchbase Website Twitter Facebook Linkedin

Brightside Group is a company that offers its users with insurance solutions such as cars and homes and financial services.

YellowDog

Curtis Banks

Crunchbase Website Twitter Facebook Linkedin

Curtis Banks is a financial services company.

YellowDog

National Friendly

Crunchbase Website Twitter Facebook Linkedin

National Friendly is a financial service firm specializing in insurance and other services.

YellowDog

Academy Associates Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Academy Associates Wealth Management is an Independent Financial Advisers offering a professional service and financial planning services.

YellowDog

FD Works

Crunchbase Website Twitter Facebook Linkedin

FD Works provides financial solutions and strategic advice to optimize debt involved in businesses.

YellowDog

Lite Tax

Crunchbase Website Twitter Facebook Linkedin

Lite Tax is an accountancy management and business advisory company.

YellowDog

Key West Holdings

Crunchbase Website Twitter Facebook Linkedin

Investment holding company for the Nisbet family’s interests in Nisbets Plc; kitchen equipment hire firm Jongor; and commercial property.

YellowDog

Flower & Company (Accountants)

Crunchbase Website Twitter Facebook Linkedin

Flower & Company (Accountants) offers accountancy and taxation services to start ups, large companies and individuals.

YellowDog

Itec Connect

Crunchbase Website Twitter Facebook Linkedin

UK-Based IT Services company – Managed Print Services, Document Capture, Asset Finance, IT Support, Business Continuity and Communications

YellowDog

Triodos crowdfunding

Crunchbase Website Twitter Facebook Linkedin

The crowdfunding platform from Triodos Bank.

YellowDog

MPMV Limited

Crunchbase Website Twitter Facebook Linkedin

MPMV LIMITED offers International Health insurance for expatriates. We are regulated and authorised by the Financial Conduct Authority

YellowDog

Wealth Horizon

Crunchbase Website Twitter Facebook Linkedin

Wealth Horizon is a trading style and name used by Self Directed Investments Limited.

YellowDog

South West Angel and Investor Network (Swain)

Crunchbase Website Twitter Facebook Linkedin

SWAIN helps to find connects private investors with companies looking for investment in the United Kingdom.

YellowDog

Jelf

Crunchbase Website Twitter Facebook Linkedin

Jelf is an independent insurance broker and financial consultancy.

YellowDog

Fundsurfer

Crunchbase Website Twitter Facebook Linkedin

Fundsurfer.com is a UK based crowdfunding and investment platform. Our mission is to make funding accessible for all.

YellowDog

Clifton Asset Management

Crunchbase Website Twitter Facebook Linkedin

Clifton has offered specialist financial services to business and individuals throughout the UK, since 1986.

YellowDog

Milsted Langdon

Crunchbase Website Twitter Facebook Linkedin

Milsted Langdon is an independent firm of chartered accountants that provides financial services and advice to individuals or organizations.

YellowDog

Burton Sweet

Crunchbase Website Twitter Facebook Linkedin

Burton Sweet focuses on accounting, taxation, audit, patrolling, retirement planning, insurance, legal, HR and business advisory services.

YellowDog

Fair Investment Company

Crunchbase Website Twitter Facebook Linkedin

Fair Investment Company provides investments, savings, insurance & mortgage services.

YellowDog

Blue Speck Financial

Crunchbase Website Twitter Facebook Linkedin

Blue Speck Financial to enable quality financial advice firms to increase their client bases through innovative lead generation.

YellowDog

Clifton Private Finance

Crunchbase Website Twitter Facebook Linkedin

Clifton Private Finance specializes in raising finance on property transactions along with services in general insurance.

YellowDog

FD4Cast

Crunchbase Website Twitter Facebook Linkedin

FD4Cast is a forecasting and budgeting system that specializes in delivering financial modeling and customized MS Office solutions.

YellowDog

Goverseth Accountants

Crunchbase Website Twitter Facebook Linkedin

Goverseth Accountants deals with payroll, tax returns, cloud accounting, VAT and tax planning services.

YellowDog

LLOYD WELLS MORTGAGES

Crunchbase Website Twitter Facebook Linkedin

Lloyd Wells Mortgages provides its customers with solutions to their mortgage and protection needs.

YellowDog

Shaw & Co.

Crunchbase Website Twitter Facebook Linkedin

Boutique Corporate Finance Advisor located in Bristol, UK helping business owners to fund, grow and exit their business.

YellowDog

Port Marine Accountancy

Crunchbase Website Twitter Facebook Linkedin

Port Marine Accountancy is an accountancy firm that offers business advice, payroll and cloud accounting services.

YellowDog

Brunel Wealth

Crunchbase Website Twitter Facebook Linkedin

Brunel Wealth is a provider of Financial planning and wealth management services are vital in securing your current and future financial.

YellowDog

Janet Essex

Crunchbase Website Twitter Facebook Linkedin

Janet Essex is a taxation, accounting and business advisory company.

YellowDog

Citimark

Crunchbase Website Twitter Facebook Linkedin

Citimark provides independent financial planning and investment services to private, trustee and corporate clients.

YellowDog

Affinity Connect

Crunchbase Website Twitter Facebook Linkedin

Affinity Connect is a national provider of financial education and advice services based in Bristol.

YellowDog

Paul Crowdy Partnership

Crunchbase Website Twitter Facebook Linkedin

Paul Crowdy Partnership proposes auditing, bookkeeping, accounting, tax planning, preparation of VAT returns & payroll services to clients.

YellowDog

The Seed Fund

Crunchbase Website Twitter Facebook Linkedin

The Seed Fund helps fledgling food and drink businesses to grow.

YellowDog

Spectrum Accountancy Solutions

Crunchbase Website Twitter Facebook Linkedin

Spectrum Accountancy Solutions provides accounting and taxation services.

YellowDog

TMT Accounting

Crunchbase Website Twitter Facebook Linkedin

TMT Accounting is an online accountants firm that specializes in cloud accounting and business systems.

YellowDog

Pension-led funding

Crunchbase Website Twitter Facebook Linkedin

Pension-led funding is a financial services provider company.

YellowDog

Ludlow Trust

Crunchbase Website Twitter Facebook Linkedin

Ludlow Trust is an independent trust company, backed by the Wickers and Sarikhani families.

YellowDog

Foxmain Associates

Crunchbase Website Twitter Facebook Linkedin

Foxmain Associates specializes in accounting, taxation and business services.

YellowDog

Consilium Asset Management

Crunchbase Website Twitter Facebook Linkedin

Consilium Asset Management provides investment advice, lifestyle financial planning, retirement, tax, estate and business planning services.

YellowDog

South West Bookkeeping

Crunchbase Website Twitter Facebook Linkedin

South West Bookkeeping is an accounting firm.

YellowDog

Adams Root & Associates

Crunchbase Website Twitter Facebook Linkedin

Adams Root & Associates offers accounting and financial service.

YellowDog

Dunkley’s

Crunchbase Website Twitter Facebook Linkedin

Dunkley’s is a chartered accounting company that provides a wide range of accountancy, tax and bookkeeping services.

YellowDog

Bristol Financial Services

Crunchbase Website Twitter Facebook Linkedin

Bristol Financial Services offers financial services for individuals & businesses including individual investing, retirement planning, etc.

YellowDog

Basil James Financial Services

Crunchbase Website Twitter Facebook Linkedin

Basil James Financial Services offers financial services and mortgage consultation.

YellowDog

Payne & Co

Crunchbase Website Twitter Facebook Linkedin

Payne & Co provides accounting, compliance, consultancy, and taxation services.

YellowDog

C&M Accountants

Crunchbase Website Twitter Facebook Linkedin

C&M Accountants is a chartered accountancy firm.

YellowDog

Affinity Financial Awareness

Crunchbase Website Twitter Facebook Linkedin

Affinity Financial Awareness is specialised in helping people prepare for their future retirement or plan and manage their investments .

YellowDog

Think Property

Crunchbase Website Twitter Facebook Linkedin

Think Property provides bridging and development loans.

YellowDog

Houghton Stone

Crunchbase Website Twitter Facebook Linkedin

Houghton Stone offers a full range of business accounting and tax.

YellowDog

Imagile Group

Crunchbase Website Twitter Facebook Linkedin

Imagile Group is the largest SPV and Asset Management service provider to the PPP / PFI infrastructure market.

YellowDog

L J Hall and Co

Crunchbase Website Twitter Facebook Linkedin

L J Hall and Co is a provider of accountancy, taxation and business services.

YellowDog

Runid Accountancy

Crunchbase Website Twitter Facebook Linkedin

Runid Accountancy provides accounting and payroll services.

YellowDog

Nicholls Stevens

Crunchbase Website Twitter Facebook Linkedin

Nicholls Stevens provides retirement planning, wealth management, financial advisory, mortgages, insurance and tax services.

YellowDog

IPS Actuarial Services

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IPS Actuarial Services is a financial company providing a range of actuary services.

YellowDog

Ifamax Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Ifamax Wealth Management offers wealth management, financial planning, and advisory services.

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