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London’s Best Wealth Management Companies – To Work For and Buy From

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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

Top London Wealth Management Companies

Data sourced from Crunchbase and SemRush.

Wagestream

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

Freetrade

Crunchbase Website Twitter Facebook Linkedin

Freetrade is a challenger stockbroker that offers free share trading in mobile phones.

BITE Investments

BITE Investments

Crunchbase Website Twitter Facebook Linkedin

BITE is a global financial technology platform built to deliver alternative investments and private market strategies.

Moneyfarm

Moneyfarm

Crunchbase Website Twitter Facebook Linkedin

Moneyfarm is a digital wealth manager that offers advice and investments.

Netwealth

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

Nucoro

Crunchbase Website Twitter Facebook Linkedin

The platform to build all fintech money management propositions.

Pynk

Pynk

Crunchbase Website Twitter Facebook Linkedin

Pynk is where everyday people invest better together.

Nutmeg

Nutmeg

Crunchbase Website Twitter Facebook Linkedin

Nutmeg is an online investment service that specializes in investments, ISAs and pensions.

Claro Money

Claro Money

Crunchbase Website Twitter Facebook Linkedin

Claro is a digital financial coach that empowers you to make smarter financial decisions every day.

Wealthyhood

Wealthyhood

Crunchbase Website Twitter Facebook Linkedin

The first DIY wealth-building app for long-term investors.

Upside

Upside

Crunchbase Website Twitter Facebook Linkedin

Upside is an open banking based marketing platform, connecting retailers to consumers through frictionless ‘upsides’ (cashback)

Arkera

Arkera

Crunchbase Website Twitter Facebook Linkedin

Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined.

Botin

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

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

Artorius

Crunchbase Website Twitter Facebook Linkedin

Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.

MarketsFlow

MarketsFlow

Crunchbase Website Twitter Facebook Linkedin

Digital Wealth Management Platform .

Advicefront

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

FNZ

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FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.

Kurtosys

Kurtosys

Crunchbase Website Twitter Facebook Linkedin

Real growth. Realized. Digital Experience Platform for Financial Services.

ResonanceX

ResonanceX

Crunchbase Website Twitter Facebook Linkedin

The Low-Code Fintech Agility Platform

BmyBit

BmyBit

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BmyBit is a predictive analytics company providing automated trading solutions for crypto traders.

Paycado

Paycado

Crunchbase Website Twitter Facebook Linkedin

Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.

Stockomendation

Stockomendation

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Stockomendation has a predictive algorithm which analyses stock tips

AlphaSwap

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

Wealth Dynamix

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Wealth Dynamix specializes in the provision of Client Lifecycle Management to the wealth management sector.

money.co.uk

money.co.uk

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money.co.uk is a financial comparison website for UK consumers and businesses.

Goji Investments

Goji Investments

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Investment platform providing access to regulated investment products from across the direct lending sector

True Potential

True Potential

Crunchbase Website Twitter Facebook Linkedin

UK-based financial services company

Marex Spectron

Marex Spectron

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Marex Spectron is a broker offering unrivalled breadth of commodity market.

HYCM

HYCM

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HYCM is an FCA and CySEC-regulated market leader in providing online FX and CFD trading to retail and institutional investors.

Close Brothers

Close Brothers

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Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading.

WealthObjects

WealthObjects

Crunchbase Website Twitter Facebook Linkedin

WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.

Alphamolly

Alphamolly

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Alphamolly provides investors with the complete toolset that enables them to confidently focus on the growth of their investment portfolio

Cassini Systems

Cassini Systems

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Cassini Systems is a new financial technology company.

Five Islands Capital Limited

Five Islands Capital Limited

Crunchbase Website Twitter Facebook Linkedin

Regulated retail & enterprise financial services and technology solutions provider.

FundWiser

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

Emerio Banque

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Emerio Banque Ltd is an International trade finance company providing LC, BG, documentary collections etc.services to global businesses.

Saranac Partners

Saranac Partners

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Saranac Partners offers clients partnership in their financial activities.

Symfonie Capital

Symfonie Capital

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Symfonie Capital brings together a multinational team of specialists in finance and investment management.

Brewin Dolphin

Brewin Dolphin

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Brewin Dolphin is a personalised, discretionary wealth management services, investment management and financial planning services provider.

JustFA

JustFA

Crunchbase Website Twitter Facebook Linkedin

Online Financial Advice and Investment Management

THETA Trading Systems

THETA Trading Systems

Crunchbase Website Twitter Facebook Linkedin

Capital Markets London based FinTech

Koody

Koody

Crunchbase Website Twitter Facebook Linkedin

Online marketplace for financial advice

Seismic Ventures

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

Kleinwort Benson

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Kleinwort Benson is a private bank, offering wealth management services.

Arbuthnot Latham

Arbuthnot Latham

Crunchbase Website Twitter Facebook Linkedin

Arbuthnot Latham offers private and commercial banking services.

The Wealth Mosaic

The Wealth Mosaic

Crunchbase Website Twitter Facebook Linkedin

The leading solution provider directory & intelligence resource for the global wealth management sector.

Gigzi

Gigzi

Crunchbase Website Twitter Facebook Linkedin

independent wealth management

Kingswood

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

Liontrust Asset Management

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Liontrust Asset Management PLC is a specialist fund management company.

Tilney Smith & Williamson

Tilney Smith & Williamson

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Tilney Smith & Williamson is a financial planning and investment firm.

Rokos Capital Management

Rokos Capital Management

Crunchbase Website Twitter Facebook Linkedin

Rokos Capital Management is an alternative investment fund manager that provides effective risk management solutions.

Apperia

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

Hamilcar Capital Limited

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Hamilcar Capital is an independent investment boutique focusing on private and listed equity in Africa, Europe and the Middle East.

TAM Asset Management

TAM Asset Management

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TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.

Advanta Wealth

Advanta Wealth

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Advanta Wealth is a wealth management and financial planning firm.

Octopus Wealth

Octopus Wealth

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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

Zen Assets

Crunchbase Website Twitter Facebook Linkedin

Zen Assets is an online wealth management platform for private clients.

Bank Of Georgia Group

Bank Of Georgia Group

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Bank of Georgia is the retail banking, the bank is the country’s corporate lender, with broad knowledge of the sector and local experience.

J.M. Finn

J.M. Finn

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J.M. Finn is a personalized investment and wealth planning services for private and professional investors.

PeerPort Ltd

PeerPort Ltd

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Investor Intelligence

Hurst Point Capital

Hurst Point Capital

Crunchbase Website Twitter Facebook Linkedin

Hurst Point Capital is to provide growth capital to Financial Services businesses.

Citibank UK

Citibank UK

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Citibank UK offers banking, wealth management, and financial services.

The Fry Group

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

Brookland Partners

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Brookland Partners is a real estate investment banking firm.

Strand Hanson

Strand Hanson

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Strand Hanson is a company which offers Corporate Finance, M&A, Flotations, Fundraising, AIM, MBOs+MBIs, and Nominated advisory services.

Alliotts

Alliotts

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Alliotts is an accounting firm that offers chartered accountants, business and tax advice.

Drewberry Ltd

Drewberry Ltd

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Drewberry is a UK technology-based insurance intermediary and provider of wealth, pensions and investment advice

Charter Group Fund Administration

Charter Group Fund Administration

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Charter Group Fund Administration (CGFA) provides fund administration services.

MyWagez

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

Mayfair Research Associates

Crunchbase Website Twitter Facebook Linkedin

“New generation” marketplace which brings together index inventors, financial product issuers and institutional investors.

Saunderson House

Saunderson House

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Saunderson House offers a full financial planning and wealth service to high net worth individuals, charities, trusts and other businesses.

Snowball

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

GrowFactor

Crunchbase Website Twitter Facebook Linkedin

GrowFactor is a company that expertise in accounting, taxation and wealth management services.

Wealthinity

Wealthinity

Crunchbase Website Twitter Facebook Linkedin

Smart Solutions for Wealth Advisors. Provide quality advice and build long-lasting relationships with your clients.

Usefirst.me

Usefirst.me

Crunchbase Website Twitter Facebook Linkedin

Know When You’ll Be Worth $1 Million. Usefirst – Your Financial Health Advisor

UK Bond Network

UK Bond Network

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UK Bond Network deliver high yield fixed rate bonds for investors and flexible, bespoke.

Merchant Securities

Merchant Securities

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Merchant Securities provides a range of financial services in the United Kingdom.

Optimus Capital

Optimus Capital

Crunchbase Website Twitter Facebook Linkedin

Optimus Capital provider of asset and portfolio management services.

Henderson Rowe

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

Samie Capital LTD

Crunchbase Website Twitter Facebook Linkedin

Samie Capital is an insurance and investments firm.

Schwabcore

Schwabcore

Crunchbase Website Twitter Facebook Linkedin

Private Equity and Capital Investments

Infinity Wealth By Design

Infinity Wealth By Design

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Infinity Wealth By Design is a wealth-management team founded with the vision to innovate their industry

Walker Crips Asset Managers

Walker Crips Asset Managers

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Walker Crips Asset Managers provides financial services in the United Kingdom.

Heartwood

Heartwood

Crunchbase Website Twitter Facebook Linkedin

Wealth Management

Oakham Wealth Management Ltd

Oakham Wealth Management Ltd

Crunchbase Website Twitter Facebook Linkedin

Intelligent Asset Management For Long Term Investors

Thrings

Thrings

Crunchbase Website Twitter Facebook Linkedin

Thrings has been providing legal advice to businesses and individuals for almost 300 years.

Willis Towers Watson - Global Wealth Solutions

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

Acuity professional

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Acuity professional provides financial services like tax, accounting, wealth management, audits, and investments.

Monterone Partners

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

Qube Research & Technologies

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Qube Research & Technologies is a quantitative and systematic investment manager with offices in Hong Kong, London, Mumbai and Paris.

MDM Accountancy

MDM Accountancy

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MDM Accountancy expertise in taxation, accounting, financial planning, business support and property issues services.

MASECO

MASECO

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MASECO is an independent wealth management firm.

Cedar Rock Capital

Cedar Rock Capital

Crunchbase Website Twitter Facebook Linkedin

Cedar Rock Capital specializes in investment strategy and management.

Hobart Capital Markets

Hobart Capital Markets

Crunchbase Website Twitter Facebook Linkedin

Hobart Capital Markets provides equities, derivatives, fixed income and convertible bonds services for global investment banks.

Westminster Wealth Management

Westminster Wealth Management

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Westminster Wealth Management is an independent financial advisory group company located in London.

Wigmore Associates Wealth Management

Wigmore Associates Wealth Management

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Wigmore Associates Wealth Management is an investment firm that provides equity, retirement and estate planning.

J.M.Finn

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

BSN Capital

Crunchbase Website Twitter Facebook Linkedin

BSN Capitals provides financial services like bespoke cash management and funding solutions.

BRN Accountants

BRN Accountants

Crunchbase Website Twitter Facebook Linkedin

BRN Accountants provides accounting, taxation and wealth management services.

Teal Management

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.

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