Best Startup
This article showcases our top picks for the best London 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
[adace-ad id=”7108″]
Top London Wealth Management Companies
Data sourced from Crunchbase and SemRush.
Wagestream
Crunchbase Website Twitter Facebook Linkedin
Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
Freetrade
Crunchbase Website Twitter Facebook Linkedin
Freetrade is a challenger stockbroker that offers free share trading in mobile phones.
BITE Investments
Crunchbase Website Twitter Facebook Linkedin
BITE is a global financial technology platform built to deliver alternative investments and private market strategies.
[adace-ad id=”7108″]
Moneyfarm
Crunchbase Website Twitter Facebook Linkedin
Moneyfarm is a digital wealth manager that offers advice and investments.
Netwealth
Crunchbase Website Twitter Facebook Linkedin
Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Nucoro
Crunchbase Website Twitter Facebook Linkedin
The platform to build all fintech money management propositions.
Pynk
Crunchbase Website Twitter Facebook Linkedin
Pynk is where everyday people invest better together.
[adace-ad id=”7108″]
Nutmeg
Crunchbase Website Twitter Facebook Linkedin
Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
Claro Money
Crunchbase Website Twitter Facebook Linkedin
Claro is a digital financial coach that empowers you to make smarter financial decisions every day.
Wealthyhood
Crunchbase Website Twitter Facebook Linkedin
The first DIY wealth-building app for long-term investors.
Upside
Crunchbase Website Twitter Facebook Linkedin
Upside is an open banking based marketing platform, connecting retailers to consumers through frictionless ‘upsides’ (cashback)
[adace-ad id=”7108″]
Arkera
Crunchbase Website Twitter Facebook Linkedin
Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined.
Botin
Crunchbase Website Twitter Facebook Linkedin
US stock market access for Latin Americans. Botin is an app to invest from $1 USD, with no minimums and no commissions per trade.
Rosecut
Crunchbase Website Twitter Facebook Linkedin
Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals.
Artorius
Crunchbase Website Twitter Facebook Linkedin
Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.
[adace-ad id=”7108″]
Advicefront
Crunchbase Website Twitter Facebook Linkedin
Advicefront is an advice platform for financial advisors that combines algorithmic investing with the human side of financial advice.
FNZ
Crunchbase Website Twitter Facebook Linkedin
FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
Kurtosys
Crunchbase Website Twitter Facebook Linkedin
Real growth. Realized. Digital Experience Platform for Financial Services.
[adace-ad id=”7108″]
BmyBit
Crunchbase Website Twitter Facebook Linkedin
BmyBit is a predictive analytics company providing automated trading solutions for crypto traders.
Paycado
Crunchbase Website Twitter Facebook Linkedin
Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.
Stockomendation
Crunchbase Website Twitter Facebook Linkedin
Stockomendation has a predictive algorithm which analyses stock tips
[adace-ad id=”7108″]
AlphaSwap
Crunchbase Website Twitter Facebook Linkedin
AlphaSwap is an investment technology platform, bundling its analyst community’s best stock ideas into Data-as-a-Service
Wealth Dynamix
Crunchbase Website Twitter Facebook Linkedin
Wealth Dynamix specializes in the provision of Client Lifecycle Management to the wealth management sector.
money.co.uk
Crunchbase Website Twitter Facebook Linkedin
money.co.uk is a financial comparison website for UK consumers and businesses.
Goji Investments
Crunchbase Website Twitter Facebook Linkedin
Investment platform providing access to regulated investment products from across the direct lending sector
[adace-ad id=”7108″]
Marex Spectron
Crunchbase Website Twitter Facebook Linkedin
Marex Spectron is a broker offering unrivalled breadth of commodity market.
HYCM
Crunchbase Website Twitter Facebook Linkedin
HYCM is an FCA and CySEC-regulated market leader in providing online FX and CFD trading to retail and institutional investors.
Close Brothers
Crunchbase Website Twitter Facebook Linkedin
Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading.
[adace-ad id=”7108″]
WealthObjects
Crunchbase Website Twitter Facebook Linkedin
WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.
Alphamolly
Crunchbase Website Twitter Facebook Linkedin
Alphamolly provides investors with the complete toolset that enables them to confidently focus on the growth of their investment portfolio
Cassini Systems
Crunchbase Website Twitter Facebook Linkedin
Cassini Systems is a new financial technology company.
Five Islands Capital Limited
Crunchbase Website Twitter Facebook Linkedin
Regulated retail & enterprise financial services and technology solutions provider.
[adace-ad id=”7108″]
FundWiser
Crunchbase Website Twitter Facebook Linkedin
FundWiser is a platform that provides everyone with access to alternative investments from as little as £1000.
Emerio Banque
Crunchbase Website Twitter Facebook Linkedin
Emerio Banque Ltd is an International trade finance company providing LC, BG, documentary collections etc.services to global businesses.
Saranac Partners
Crunchbase Website Twitter Facebook Linkedin
Saranac Partners offers clients partnership in their financial activities.
Symfonie Capital
Crunchbase Website Twitter Facebook Linkedin
Symfonie Capital brings together a multinational team of specialists in finance and investment management.
[adace-ad id=”7108″]
Brewin Dolphin
Crunchbase Website Twitter Facebook Linkedin
Brewin Dolphin is a personalised, discretionary wealth management services, investment management and financial planning services provider.
JustFA
Crunchbase Website Twitter Facebook Linkedin
Online Financial Advice and Investment Management
THETA Trading Systems
Crunchbase Website Twitter Facebook Linkedin
Capital Markets London based FinTech
[adace-ad id=”7108″]
Seismic Ventures
Crunchbase Website Twitter Facebook Linkedin
Seismic is a family-led fund manager, focused on the UK and regulated by the FCA
Kleinwort Benson
Crunchbase Website Twitter Facebook Linkedin
Kleinwort Benson is a private bank, offering wealth management services.
Arbuthnot Latham
Crunchbase Website Twitter Facebook Linkedin
Arbuthnot Latham offers private and commercial banking services.
The Wealth Mosaic
Crunchbase Website Twitter Facebook Linkedin
The leading solution provider directory & intelligence resource for the global wealth management sector.
[adace-ad id=”7108″]
Kingswood
Crunchbase Website Twitter Facebook Linkedin
Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management.
Liontrust Asset Management
Crunchbase Website Twitter Facebook Linkedin
Liontrust Asset Management PLC is a specialist fund management company.
Tilney Smith & Williamson
Crunchbase Website Twitter Facebook Linkedin
Tilney Smith & Williamson is a financial planning and investment firm.
[adace-ad id=”7108″]
Rokos Capital Management
Crunchbase Website Twitter Facebook Linkedin
Rokos Capital Management is an alternative investment fund manager that provides effective risk management solutions.
Apperia
Crunchbase Website Twitter Facebook Linkedin
Apperia is an innovative FinTech Platform designed to provide a compelling, unified solution in delivering Workplace Financial Wellbeing.
Hamilcar Capital Limited
Crunchbase Website Twitter Facebook Linkedin
Hamilcar Capital is an independent investment boutique focusing on private and listed equity in Africa, Europe and the Middle East.
TAM Asset Management
Crunchbase Website Twitter Facebook Linkedin
TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.
[adace-ad id=”7108″]
Advanta Wealth
Crunchbase Website Twitter Facebook Linkedin
Advanta Wealth is a wealth management and financial planning firm.
Octopus Wealth
Crunchbase Website Twitter Facebook Linkedin
Octopus Wealth try and keep the fee stuff simple, have an annual fee of 0.95%, that reduces the more assets you have with us.
Zen Assets
Crunchbase Website Twitter Facebook Linkedin
Zen Assets is an online wealth management platform for private clients.
Bank Of Georgia Group
Crunchbase Website Twitter Facebook Linkedin
Bank of Georgia is the retail banking, the bank is the country’s corporate lender, with broad knowledge of the sector and local experience.
[adace-ad id=”7108″]
J.M. Finn
Crunchbase Website Twitter Facebook Linkedin
J.M. Finn is a personalized investment and wealth planning services for private and professional investors.
Hurst Point Capital
Crunchbase Website Twitter Facebook Linkedin
Hurst Point Capital is to provide growth capital to Financial Services businesses.
Citibank UK
Crunchbase Website Twitter Facebook Linkedin
Citibank UK offers banking, wealth management, and financial services.
[adace-ad id=”7108″]
The Fry Group
Crunchbase Website Twitter Facebook Linkedin
The Fry Group is a financial advisory firm that offers tax, financial and estate planning services to its clients.
Brookland Partners
Crunchbase Website Twitter Facebook Linkedin
Brookland Partners is a real estate investment banking firm.
Strand Hanson
Crunchbase Website Twitter Facebook Linkedin
Strand Hanson is a company which offers Corporate Finance, M&A, Flotations, Fundraising, AIM, MBOs+MBIs, and Nominated advisory services.
Alliotts
Crunchbase Website Twitter Facebook Linkedin
Alliotts is an accounting firm that offers chartered accountants, business and tax advice.
[adace-ad id=”7108″]
Drewberry Ltd
Crunchbase Website Twitter Facebook Linkedin
Drewberry is a UK technology-based insurance intermediary and provider of wealth, pensions and investment advice
Charter Group Fund Administration
Crunchbase Website Twitter Facebook Linkedin
Charter Group Fund Administration (CGFA) provides fund administration services.
MyWagez
Crunchbase Website Twitter Facebook Linkedin
Mywagez is a free employee benefit that allows your staff to take their salary in real-time.
Mayfair Research Associates
Crunchbase Website Twitter Facebook Linkedin
“New generation” marketplace which brings together index inventors, financial product issuers and institutional investors.
[adace-ad id=”7108″]
Saunderson House
Crunchbase Website Twitter Facebook Linkedin
Saunderson House offers a full financial planning and wealth service to high net worth individuals, charities, trusts and other businesses.
Snowball
Crunchbase Website Twitter Facebook Linkedin
Snowball helps individuals and businesses to obtain private and public investment returns with wealth management and financial services.
GrowFactor
Crunchbase Website Twitter Facebook Linkedin
GrowFactor is a company that expertise in accounting, taxation and wealth management services.
Wealthinity
Crunchbase Website Twitter Facebook Linkedin
Smart Solutions for Wealth Advisors. Provide quality advice and build long-lasting relationships with your clients.
[adace-ad id=”7108″]
Usefirst.me
Crunchbase Website Twitter Facebook Linkedin
Know When You’ll Be Worth $1 Million. Usefirst – Your Financial Health Advisor
UK Bond Network
Crunchbase Website Twitter Facebook Linkedin
UK Bond Network deliver high yield fixed rate bonds for investors and flexible, bespoke.
Merchant Securities
Crunchbase Website Twitter Facebook Linkedin
Merchant Securities provides a range of financial services in the United Kingdom.
Optimus Capital
Crunchbase Website Twitter Facebook Linkedin
Optimus Capital provider of asset and portfolio management services.
[adace-ad id=”7108″]
Henderson Rowe
Crunchbase Website Twitter Facebook Linkedin
Henderson Rowe is an investment manager providing asset allocation solutions to small pensions and high-net-worth individuals and families.
Samie Capital LTD
Crunchbase Website Twitter Facebook Linkedin
Samie Capital is an insurance and investments firm.
Infinity Wealth By Design
Crunchbase Website Twitter Facebook Linkedin
Infinity Wealth By Design is a wealth-management team founded with the vision to innovate their industry
[adace-ad id=”7108″]
Walker Crips Asset Managers
Crunchbase Website Twitter Facebook Linkedin
Walker Crips Asset Managers provides financial services in the United Kingdom.
Oakham Wealth Management Ltd
Crunchbase Website Twitter Facebook Linkedin
Intelligent Asset Management For Long Term Investors
Thrings
Crunchbase Website Twitter Facebook Linkedin
Thrings has been providing legal advice to businesses and individuals for almost 300 years.
[adace-ad id=”7108″]
Willis Towers Watson – Global Wealth Solutions
Crunchbase Website Twitter Facebook Linkedin
Global Wealth Solutions business of Willis Towers Watson, a global advisory, broking and solutions company.
Acuity professional
Crunchbase Website Twitter Facebook Linkedin
Acuity professional provides financial services like tax, accounting, wealth management, audits, and investments.
Monterone Partners
Crunchbase Website Twitter Facebook Linkedin
Monterone Partners research-driven equity long-short investment management firm that focuses on permanent capital impairment.
Qube Research & Technologies
Crunchbase Website Twitter Facebook Linkedin
Qube Research & Technologies is a quantitative and systematic investment manager with offices in Hong Kong, London, Mumbai and Paris.
[adace-ad id=”7108″]
MDM Accountancy
Crunchbase Website Twitter Facebook Linkedin
MDM Accountancy expertise in taxation, accounting, financial planning, business support and property issues services.
MASECO
Crunchbase Website Twitter Facebook Linkedin
MASECO is an independent wealth management firm.
Cedar Rock Capital
Crunchbase Website Twitter Facebook Linkedin
Cedar Rock Capital specializes in investment strategy and management.
Hobart Capital Markets
Crunchbase Website Twitter Facebook Linkedin
Hobart Capital Markets provides equities, derivatives, fixed income and convertible bonds services for global investment banks.
[adace-ad id=”7108″]
Westminster Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Westminster Wealth Management is an independent financial advisory group company located in London.
Wigmore Associates Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Wigmore Associates Wealth Management is an investment firm that provides equity, retirement and estate planning.
J.M.Finn
Crunchbase Website Twitter Facebook Linkedin
J.M.Finn provides investment services and portfolio management along with tax, wealth and retirement planning.
BSN Capital
Crunchbase Website Twitter Facebook Linkedin
BSN Capitals provides financial services like bespoke cash management and funding solutions.
[adace-ad id=”7108″]
BRN Accountants
Crunchbase Website Twitter Facebook Linkedin
BRN Accountants provides accounting, taxation and wealth management services.
Teal Management
Crunchbase Website Twitter Facebook Linkedin
Teal Management is a privately-held family office based in London, UK.
You may write to us at: BestStartup.co.uk/Fupping Ltd, 349 Royal College Street, London, England, NW1 9QS.
