Best Startup
At Best Startup UK we track over 130,000 UK startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United Kingdom based Founder operating in the Wealth Management space. If you think a Founder is missing from this list, feel free to contact our editor on editor@beststartup.co.uk.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Companies House UK, Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Portman Wills
Co-Founder & CTO of Wagestream
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About Wagestream: Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
Peter Briffett
Co-Founder and CEO of Wagestream
Peter Briffett has been the Chief Operating Officer of LeanWorks. Peter Briffett served as Sales Director of iView Multimedia Ltd. Peter Briffett has multimedia technology sales experience and begun his career at 3Com Corporation. He served as European Sales and Marketing Manager of Actiontec Electronics, where he significantly expanded its wireless business and implemented successful channels and distribution strategies.
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About Wagestream: Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
Moaffak Ahmed
Founder of Cooler Future
Serial entrepreneur and hands-on early stage investor with over 25 years of marketing and business development experience in Europe, North America and Asia.
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About Cooler Future, HyperIn, Sisu Game Ventures, Veturi Venture Accelerator: Cooler Future is a fintech startup developing transparent and effective impact investment solutions for the climate-conscious generation.
Jeremy Elliott
Founder & Global Head of Energy of Marex Spectron
Jeremy Elliott joined Marex Spectron in September 2013 from ICAP as COO of the Energy division before becoming MD and co-head in August 2014. Jeremy held a number of roles at ICAP latterly as business manager of the Energy unit with primary responsibility for new business initiatives and electronic broking. He has more than 15 years’ experience in the financial and energy markets.
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About Marex Spectron: Marex Spectron is a broker offering unrivalled breadth of commodity market.
Jonty Hurwitz
Founder of DAIZY
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About DAIZY: Crypto and stock risk, impact, ESG. Transparency. Finally.
Charlotte Ransom
Founder & CEO of Netwealth
Over 25 years’ experience in private wealth management and investment banking. Goldman Sachs Partner for 10 years.
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About Netwealth: Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Thomas Salter
Founder & COO of Netwealth
Over 15 years’ experience in financial services. Managing Director and global head of equity and multi-asset quantitative investment strategies at JPMorgan.
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About Netwealth: Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Adrian Durham
Founder & Group CEO of FNZ
Adrian is the founder and CEO of FNZ and has overseen the development of the company since it started in 2004. He is currently based in the company’s London office. Prior to starting FNZ, he worked as an equity analyst for what at the time was Credit Suisse NZ now First NZ Capital. Adrian has a BSc (Hons 1st Class) in physics and mathematics, and a BMus in performance piano, both from Victoria University Wellington.
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About FNZ: FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
Sir Mark Weinberg
Co-Founder and President of St. James’s Place Wealth Management
Sir Mark Weinberg is a South African born British financer. He founded Abbey Life Assurance Company, Hambro Life Assurance (Allied Dunbar), and co-founded J. Rothschild Assurance (St. James’s Place Wealth Management). He is the Life President of St. James’s Place Wealth Management.
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About St. James’s Place Wealth Management: St. James’s Place Wealth Management is one of the UK’s leading wealth management organisations.
Giovanni Dapra
Co-Founder and CEO of Moneyfarm
Giovanni believes that a true culture of innovation begins with the customer experience. As a lover of technology and finance, Giovanni co-founded Moneyfarm with the goal of finding the best solutions to protect and increase an individual’s wealth over time. Prior to Moneyfarm, Giovanni worked in the Global Market Division at Deutsche Bank AG. Giovanni graduated from Bocconi University with a degree in finance and has an MSc in Mathematical Trading and Finance from Cass Business School.
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About Moneyfarm: Moneyfarm is a digital wealth manager that offers online financial advisory and investment services.
Hariton Korizis
Co-Founder and Chief Product Architect of ResonanceX
Demonstrated history of innovating in the financial services industry, and running lean global business initiatives. Investment Banking professional expertise and Electrical Engineering academic background. Skilled in Derivatives Trading, Investment Strategies, Structuring Securities and Financial Technology. With an additional focus on Machine Learning / Artificial Intelligence, blockchain and cryptocurrencies. Significant expertise in tailor-made quantitative trading strategies for hedging or investing – with strong quantitative and analytical skills obtained through a PhD focused in Signal Processing Methods for the Modeling & Prediction of Financial Data from Imperial College London. For the past 15 years, I’ve specialized in sophisticated investment products and services that extract real value from the markets in a scalable manner – and designed & built the tech to do so. First in Academia, and then in top tier Investment Banks where I was also responsible to establish all required business & governance and for selling them to Institutional clients globally. In the past, I have been responsible for managing approx GBP 2bio AUM of algorithmic investments and have built 160+ investable strategies & indices – some very successful and sophisticated.
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About ResonanceX: The Low-Code Fintech Agility Platform
Adam Dodds
Founder & CEO of Freetrade
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About Freetrade: Freetrade is a challenger stockbroker that offers free share trading in mobile phones.
Simon Ramery
Co-Founder & Head of Sales and Strategy of The Wealth Mosaic
Simon has worked in investment banking and corporate finance for nearly 20 years and from this has a strong insight into opportunities and challenges currently facing the market participants in wealth management. Simon started his career in leveraged finance and moved into corporate finance advisory where he helped companies raise debt and equity capital as well as provided strategic advice for fast-growing businesses and start-ups. Simon has helped a number of innovative new businesses launch and grow and has seen first-hand the disruption to the financial services sector as established players are impacted by legacy costs, increased regulation, new entrants and better technologies.
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About Passnfly, The Wealth Mosaic: The leading solution provider directory & intelligence resource for the global wealth management sector.
Stephen Wall
Co-Founder & Head of Marketplace and Content of The Wealth Mosaic
Stephen has over a decade’s experience as a research analyst focused on broad aspects of the global wealth management sector. He helps support the business needs of both wealth managers and the sector’s diverse solution providers. Stephen believes the industry lacks access to dedicated, comprehensive and accessible knowledge resources, hence the idea and drive to create The Wealth Mosaic.
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About The Wealth Mosaic: The leading solution provider directory & intelligence resource for the global wealth management sector.
Khing Oei
Founder & CEO of AlphaSwap
Khing is an investor and entrepreneur. Prior to founding AlphaSwap, Khing founded and ran Eyck Capital, a hedge fund with peak AUM of $200mm. Khing started his career at Goldman Sachs in M&A and subsequently worked as an investor/portfolio manager at Goldman Sachs’ Special Situations Investing Group and multi-billion dollar hedge funds Fortress and Halcyon. Khing holds a Master of Science in Econometrics and an Associate’s Degree in Business Mathematics & Computer Science from VU University in Amsterdam.
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About AlphaSwap, Privium Fund Management: AlphaSwap is an investment technology platform, bundling its analyst community’s best stock ideas into Data-as-a-Service
Seth Ward
CEO & Founder of Pynk
Online since the ’80s, I grew up eating my cereals off of arcade game machines which led to my first thriving business aged 8 – running a lunchtime arcade sanctuary for my school buddies in my garage (in true Silicon Valley style). Serial tech entrepreneur and incubator since the ’90s. A hands-on, can-do leader, I’ve: – Raised investment (and delivered ROI) – Coded prototypes, alphas and betas – Set up data-driven analytics that enabled rapid growth – Recruited and led globally disperse tech teams – Built a business from $500 to eight figures in 4 years with zero investment – Pioneered digital download and mobile video streaming platforms for AOL, Vodafone, Orange and Universal Music – Co-founded a business which transformed professional soccer scouting before selling to an industry leader And I… – love to immerse myself in the most positively disruptive technology (from those arcade games and pre-WWW internet in the ’90s, web in the 90s, mobile in the 00s and now blockchain and AI in the 10s – learn to teach, and teach to learn; I feel most alive when I’m learning and applying new thinking – realise that as a society we need to actively shape our use of technology to help us reach our human potential rather than allowing it to rule our lives and diminish our connection to each other I first started mining Bitcoin in 2011. I’m currently focused on the blockchain space, dedicated to helping everyday investors and startups. I love blockchain, and I kinda love capitalism – both are broken right now, but could fix each other. Let’s make things better!
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About Pynk: Pynk is where everyday people invest better together.
Mark Little
Co-Founder, COO & CMO of Pynk
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About Pynk: Pynk is where everyday people invest better together.
Ben Davies
Co-Founder and COO of Hugo Save
Ben Davies is the Co-Founder and COO at Hugo Save.
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About Hugo Save: Hugo is a digital account that helps you spend, save and invest, starting with gold.
Braham Djidjelli
Co-Founder and Chief Product Officer of Hugo Save
Braham Djidjelli is the Co-Founder & Chief Product Officer at Hugo Save.
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About Hugo Save: Hugo is a digital account that helps you spend, save and invest, starting with gold.
Jose Maria Carbajo
Co-Founder and Director of Nucoro
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About EtsFactory, Nucoro: Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale.
Jake Wombwell-Povey
CEO and Co-Founder of Goji Investments
Jake is an avid change provocateur and is passionate about developing Goji into a powerhouse of the marketplace lending sector globally. Jake is responsible for driving Goji’s strategy and managing Goji’s relationships with its lending and investment partners as well as the propositions they build for them. Prior to stepping up to launch Goji, Jake advised some of the largest UK P2P lending platforms whilst at a global advisory firm. His experience includes Corporate Finance (Public & Private ECM) as well as strategic and regulatory reviews for some of the biggest names in the FS, wealth management and Fintech including; Woodford Investment Management’s £800m IPO of Woodford Patient Capital, the sale of Intelliflo to Hg, and the sale of GoCompare.com to eSure. Jake is a chartered accountant.
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About Goji Investments: Investment platform providing access to regulated investment products from across the direct lending sector
Alex Crocombe
Co Founder, Chief Financial Officer of Goji Investments
Co-founder and Chief Financial Officer (CFO) for an FCA regulated private asset investment platform. Qualified accountant with a background in fintech M&A and strategic advisory.
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About Goji Investments: Investment platform providing access to regulated investment products from across the direct lending sector
Vinay Chauhan
Founder of Maxmywealth
Vinay is an investment professional with over 10 years of investing experience in India, Singapore, and the UK. Prior to Heathwalk Advisors, he was working with Anthemis Group, a leading fintech investor, based out of London, as Principal (Investments) focussing on emerging financial technology trends. Vinay is passionate about the ability of technology to redefine delivery and consumption of financial services. Previously, Vinay has worked with leading investing firms and investment banks – Softbank Investment Holdings, J.P.Morgan, and Avigo Capital. Vinay has invested in varied sectors across stages including consumer, consumer technology, and financial services over his career. Vinay is an engineer and an MBA from Delhi University, and Masters in Finance from London Business School. He is also a member of CFA Society of the UK.
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About Maxmywealth: Maxmywealth is a really intelligent way to save, invest, and reduce taxes.
Abdullah Hiyatt
Founder and CEO of THETA Trading Systems
20 years of experience in capital markets working with sell and buy-side firms on e-strategy, design and building e-trading solutions. In 2013, Abdullah’s focus shifted to the buy-side and more recently worked with Deutsche Wealth Management leading the design and delivery of SPARTA, its new global multi-asset trading platform.
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About Deutsche Bank, THETA Trading Systems: Capital Markets London based FinTech
Uday Nimmakayala
Founder & CEO of WealthObjects
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About WealthObjects: WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.
Anton Padmasiri
Founder and CEO of WealthOS
Anton Padmasiri is a Founder and CEO at WealthOS.
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About WealthOS: Enterprise, cloud native core wealth management SaaS. Launch and run superior digital wealth management propositions faster & cheaper.
José Francis
Founder and Managing Director of Hamilcar Capital Limited
José is an Investment Advisor. His main role is to screen the African market (Private and Listed Equity) to find the best investment opportunity on behalf of a consortium of selected investors Partner. José Solange Francis founded Hamilcar Capital Limited which is a regulated London Investment Boutique mainly dedicated for investment across the African continent. As a Principal Investment and Advisor Partner, he is surrounded with highly talented Expert Advisors. Mr J.S.Francis is global coordinator for deal sourcing, analysing and execution of direct equity investments. José brings to the growing business in Africa his 20 years’ extensive experience in financial markets on Equity and Derivatives products. He has a strong academic background in Finance and Economics. Prior to Hamilcar Capital Limited, he worked in London and Paris for well established financial institutions such as Paribas Asset Management, Natixis, Société Générale, GFI Group, Integra Capital. He covered different roles such as Fund Manager, Trader and Sales. Through his long experience, Mr J.S. Francis covered very large international institutions and also hedge fund clients by arranging deals on industrial participations and special situations. His responsibility was covering deals on IPO, Secondary Offerings, Block Trades, Repo Trade, Stocks Lending. He was also responsible for identifying attractive investment opportunities on equity event driven, M&A situations, distressed and restructuring stocks, large discounted stocks, managing equity and derivatives exposure. Mr J.S. Francis holds a Masters Specialized in Finance (ISG Business School, Paris) and a Bachelor degree in Economics, specializing in Mathematics and Statistics (University of Toulouse, France). Mr J.S. Francis is registered CF1 (Director) and CF30 (Customer) by the Financial Conduct Authority. He is trilingual in English, French (mother tongue) and Italian. He is currently learning Arabic. His motto “Never Give Up, just Carry On”
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About Hamilcar Capital Limited: Hamilcar Capital is an independent investment boutique focusing on private and listed equity in Africa, Europe and the Middle East.
Josif Grace
Founder & CEO of Legado
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About Legado: Securely and easily organise, store and share your most important documents, files, wishes and memories.
Darragh O’Sullivan
Founder of Meticulous
Darragh specialises in supporting family offices, entrepreneurs and the young wealthy in their legal, operational and reputation-management affairs.
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About DOS & Co., Meticulous: Meticulous is an app development company.
Shrenik Patel
Co-Founder & CTO of Moneyjar
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About Moneyjar: Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.
Tony Vail
Co-Founder. Chief Product & Advice Officer of Wealth Wizards
I’ve had a passion for innovation for many years. I believe financial services sorely needs it, and technology provides a great platform to transform the quality and value of what can be offered to customers. I started my career at Prudential where I qualified as an actuary, but soon found that my desire to shake things up led to me into new ventures. I have been a founder of Egg, Zopa and now Wealth Wizards, as well as being an adviser on strategy and product development to various blue chip businesses along the way.
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About Wealth Wizards: Wealth Wizards is the UK’s first online independent financial adviser and we offer digital regulated financial advice and guidance.
Andries Smit
Founder & CEO of Upside Saving
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About Upside Saving: Upside is Intelligent Cashback as an API, fuelled by Open Banking.
Paul Russell
Founder & CTO of Upside Saving
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About Upside Saving: Upside is Intelligent Cashback as an API, fuelled by Open Banking.
Steve Fourie
Founder & COO of Upside Saving
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About Upside Saving: Upside is Intelligent Cashback as an API, fuelled by Open Banking.
David Boyd
Co-Founder of Credit Card Compare
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About Credit Card Compare: Credit Card Compare are updated as and when the banks update their offers so you’ll always be comparing fresh information.
Andrew Boyd
Co-Founder of Credit Card Compare
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About Credit Card Compare: Credit Card Compare are updated as and when the banks update their offers so you’ll always be comparing fresh information.
Mike Toole
Co-Founder & Chief Operating Officer of Artorius
Mike Toole is the Co-Founder and Chief Operating Officer at Artorius.
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About Artorius: Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.
