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As part of our series celebrating UK startup innovation, we shine a light on new companies operating in the Advice industry. All hailing from York and founded in 2020 or later, these startups centre their operation on delivering valuable insights across sectors, ensuring their clients secure optimal results in their chosen fields. This flourishing hub of advisory expertise looks set to transform a diverse spectrum of industries with their comprehensive guidance approach. Let’s take a close look at these ambitious companies lighting up York’s Advice sector.
These startups range across varied specialties, from Asset Management, Finance, Clean Energy, Commercial Lending, Digital Marketing, and Internet. With their diverse expertise, these companies are providing comprehensive services to their clients, becoming game-changers in their respective fields. These startups are not just delivering advice but are reshaping the landscape for the sectors they serve.
By thriving in such a challenging market environment, these York-based Advice startups prove their resilience and ingenuity. Let’s delve a little further into what each of these innovative companies brings to the table.
Opto Investments
Opto Investments is a startup company founded by Jacob Miller, Joe Lonsdale, Mark Machin, and Matt Reed. Their operations tap into the spheres of Advice, Asset Management, and FinTech. They provide a comprehensive solution for independent investment advisors to access private market investments. Catering to independent investment advisors, they are making a mark in the private market investment space.
Percapita
Alex Ehrlich is one of the founders behind Percapita, a company specializing in Advice, Consulting, Finance, and Financial Services. With a focus on financial wellness for everyday people and communities, their platform integrates individual stories, financial needs, and aspirations.
GreenPortfolio
Founders Bonnie Gurry and Elizabeth Landau are the driving forces behind GreenPortfolio, an Advice startup in the areas of Clean Energy, Consumer, and Personal Finance. Keep up to date with them via their Facebook and Twitter.
Dutchess Management
Delivering quality services in Advice, Financial Services, Management Consulting, and Transaction Processing, Dutchess Management is a noteworthy addition to the York startup scene. They are crafting a name in the world of Management Consulting and Financial Services.
ROK Financial
Founded by James Webster, ROK Financial is a startup centred on Advice, Commercial Lending, Financial Services, and Lending. Stay up to date with them via their Facebook and Twitter pages.
Calex Partners
Calex Partners is an Advisory startup that provides services in Financial Services, Personal Finance and Real Estate sectors.
Muse Platforms
Based in Brooklyn, Muse Platforms provides digital marketing platforms designed to offer innovation, insight and impact in the digital world. They also maintain an active presence on Facebook.
Meritarc
As a company specialising in Advice, Application Performance Management, Financial Services, and Risk Management, Meritarc is delivering consulting services and transforming the traditional and remote work environments.
Simplify
Simplify is another innovative addition to the Advice, Asset Management, Financial Services industry.
Arthur
Founded by David La Cross, Arthur serves in the Advice and Internet sectors. Connect with Arthur on Twitter.
Sano Investment Management
Last but not least, Sano Investment Management provides investment services, guiding wealth management, risk management, and supporting estate services.
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