Mark Anderson
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
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Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
Freetrade
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Freetrade is a challenger stockbroker that offers free share trading in mobile phones.
BITE Investments
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BITE is a global financial technology platform built to deliver alternative investments and private market strategies.
Moneyfarm
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Moneyfarm is a digital wealth manager that offers advice and investments.
Netwealth
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Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Nucoro
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The platform to build all fintech money management propositions.
Pynk
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Pynk is where everyday people invest better together.
Nutmeg
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Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
Claro Money
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Claro is a digital financial coach that empowers you to make smarter financial decisions every day.
Wealthyhood
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The first DIY wealth-building app for long-term investors.
Upside
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Upside is an open banking based marketing platform, connecting retailers to consumers through frictionless ‘upsides’ (cashback)
Arkera
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Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined.
Botin
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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
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Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals.
Artorius
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Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.
Advicefront
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Advicefront is an advice platform for financial advisors that combines algorithmic investing with the human side of financial advice.
FNZ
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FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
Kurtosys
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Real growth. Realized. Digital Experience Platform for Financial Services.
BmyBit
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BmyBit is a predictive analytics company providing automated trading solutions for crypto traders.
Paycado
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Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.
Stockomendation
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Stockomendation has a predictive algorithm which analyses stock tips
AlphaSwap
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AlphaSwap is an investment technology platform, bundling its analyst community’s best stock ideas into Data-as-a-Service
Wealth Dynamix
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Wealth Dynamix specializes in the provision of Client Lifecycle Management to the wealth management sector.
money.co.uk
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money.co.uk is a financial comparison website for UK consumers and businesses.
Goji Investments
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Investment platform providing access to regulated investment products from across the direct lending sector
Marex Spectron
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Marex Spectron is a broker offering unrivalled breadth of commodity market.
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
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Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading.
WealthObjects
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WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.
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
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Cassini Systems is a new financial technology company.
Five Islands Capital Limited
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Regulated retail & enterprise financial services and technology solutions provider.
FundWiser
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FundWiser is a platform that provides everyone with access to alternative investments from as little as £1000.
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
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Saranac Partners offers clients partnership in their financial activities.
Symfonie Capital
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Symfonie Capital brings together a multinational team of specialists in finance and investment management.
Brewin Dolphin
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Brewin Dolphin is a personalised, discretionary wealth management services, investment management and financial planning services provider.
JustFA
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Online Financial Advice and Investment Management
THETA Trading Systems
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Capital Markets London based FinTech
Seismic Ventures
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Seismic is a family-led fund manager, focused on the UK and regulated by the FCA
Kleinwort Benson
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Kleinwort Benson is a private bank, offering wealth management services.
Arbuthnot Latham
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Arbuthnot Latham offers private and commercial banking services.
The Wealth Mosaic
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The leading solution provider directory & intelligence resource for the global wealth management sector.
Kingswood
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Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management.
Liontrust Asset Management
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Liontrust Asset Management PLC is a specialist fund management company.
Tilney Smith & Williamson
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Tilney Smith & Williamson is a financial planning and investment firm.
Rokos Capital Management
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Rokos Capital Management is an alternative investment fund manager that provides effective risk management solutions.
Apperia
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Apperia is an innovative FinTech Platform designed to provide a compelling, unified solution in delivering Workplace Financial Wellbeing.
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
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TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.
Advanta Wealth
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Advanta Wealth is a wealth management and financial planning firm.
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
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Zen Assets is an online wealth management platform for private clients.
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
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J.M. Finn is a personalized investment and wealth planning services for private and professional investors.
Hurst Point Capital
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Hurst Point Capital is to provide growth capital to Financial Services businesses.
Citibank UK
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Citibank UK offers banking, wealth management, and financial services.
The Fry Group
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The Fry Group is a financial advisory firm that offers tax, financial and estate planning services to its clients.
Brookland Partners
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Brookland Partners is a real estate investment banking firm.
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
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Alliotts is an accounting firm that offers chartered accountants, business and tax advice.
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
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Charter Group Fund Administration (CGFA) provides fund administration services.
MyWagez
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Mywagez is a free employee benefit that allows your staff to take their salary in real-time.
Mayfair Research Associates
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“New generation” marketplace which brings together index inventors, financial product issuers and institutional investors.
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
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Snowball helps individuals and businesses to obtain private and public investment returns with wealth management and financial services.
GrowFactor
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GrowFactor is a company that expertise in accounting, taxation and wealth management services.
Wealthinity
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Smart Solutions for Wealth Advisors. Provide quality advice and build long-lasting relationships with your clients.
Usefirst.me
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Know When You’ll Be Worth $1 Million. Usefirst – Your Financial Health Advisor
UK Bond Network
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UK Bond Network deliver high yield fixed rate bonds for investors and flexible, bespoke.
Merchant Securities
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Merchant Securities provides a range of financial services in the United Kingdom.
Optimus Capital
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Optimus Capital provider of asset and portfolio management services.
Henderson Rowe
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Henderson Rowe is an investment manager providing asset allocation solutions to small pensions and high-net-worth individuals and families.
Samie Capital LTD
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Samie Capital is an insurance and investments firm.
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
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Walker Crips Asset Managers provides financial services in the United Kingdom.
Oakham Wealth Management Ltd
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Intelligent Asset Management For Long Term Investors
Thrings
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Thrings has been providing legal advice to businesses and individuals for almost 300 years.
Willis Towers Watson – Global Wealth Solutions
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Global Wealth Solutions business of Willis Towers Watson, a global advisory, broking and solutions company.
Acuity professional
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Acuity professional provides financial services like tax, accounting, wealth management, audits, and investments.
Monterone Partners
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Monterone Partners research-driven equity long-short investment management firm that focuses on permanent capital impairment.
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
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MDM Accountancy expertise in taxation, accounting, financial planning, business support and property issues services.
MASECO
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MASECO is an independent wealth management firm.
Cedar Rock Capital
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Cedar Rock Capital specializes in investment strategy and management.
Hobart Capital Markets
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Hobart Capital Markets provides equities, derivatives, fixed income and convertible bonds services for global investment banks.
Westminster Wealth Management
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Westminster Wealth Management is an independent financial advisory group company located in London.
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
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J.M.Finn provides investment services and portfolio management along with tax, wealth and retirement planning.
BSN Capital
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BSN Capitals provides financial services like bespoke cash management and funding solutions.
BRN Accountants
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BRN Accountants provides accounting, taxation and wealth management services.
Teal Management
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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.
