This article showcases our top picks for the best United Kingdom 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 United Kingdom Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Nutmeg
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Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
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.
Moneyfarm
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Moneyfarm is a digital wealth manager that offers advice and investments.
Wealthify
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Wealthify offers effortless, transparent, and affordable investing for everyone.
Pynk
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Pynk is where everyday people invest better together.
BGL Group
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BGL Group digitally distributes insurance and financial products.
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.
NatWest Group
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NatWest Group plc, is a majority state-owned British banking and insurance holding company.
Kurtosys
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Real growth. Realized. Digital Experience Platform for Financial Services.
Claro Money
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Claro is a digital financial coach that empowers you to make smarter financial decisions every day.
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.
Wealthyhood
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The first DIY wealth-building app for long-term investors.
Delio
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Delio is a white label technology offering that enables wealth management firms, private banks and other financial institutions.
Upside
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Upside is an application that automatically pays cashback in the shop online or in-store.
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.
AlphaSwap
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AlphaSwap is an investment technology platform, bundling its analyst community’s best stock ideas into Data-as-a-Service
Arkera
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Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined.
Rosecut
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Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals.
FNZ
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FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
Advicefront
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Advicefront is an advice platform for financial advisors that combines algorithmic investing with the human side of financial advice.
Artorius
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Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.
BmyBit
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BmyBit is a predictive analytics company providing automated trading solutions for crypto traders.
Stockomendation
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Stockomendation has a predictive algorithm which analyses stock tips
Miigen
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Miigen is a online social platform for older adults.
Paycado
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Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.
WEALTH at work
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WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace with an excellent
Alpha Financial Markets Consulting
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Alpha was founded in 2003 and is a leading global provider of consulting, benchmarking and implementation services to financial
ProAktive
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ProAktive is a business adviser providing integrated insurance, risk management, and HR solutions to companies.
Marex Spectron
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Marex Spectron is a broker offering unrivalled breadth of commodity market.
Wealth Dynamix
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Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms.
Five Islands Capital Limited
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Regulated retail & enterprise financial services and technology solutions provider.
money.co.uk
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money.co.uk is a financial comparison website for UK consumers and businesses.
St. James’s Place Wealth Management
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St. James’s Place Wealth Management is one of the UK’s leading wealth management organisations.
Cassini Systems
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Cassini Systems is a new financial technology company.
Goji Investments
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Investment platform providing access to regulated investment products from across the direct lending sector
Close Brothers
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Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading.
Arabesque AI
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Arabesque AI is a research and technology company offering customised, sustainable investment strategies using artificial intelligence
Vesti.AI
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A tech-enabled Investment insights app that tells it like it is. Gamification for Good. Sustainability Simplified.
Ballards
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Ballards offers wealth management & management consultancy services for the automotive, technology, SMEs, healthcare & agriculture fields.
Moneyfacts.co.uk
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Compare deals for savings & ISA accounts, current accounts, mortgages, credit cards, loans and much more.
Brewin Dolphin
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Brewin Dolphin is a personalised, discretionary wealth management services, investment management and financial planning services provider.
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.
Wealth Wizards
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Wealth Wizards is the UK’s first online independent financial adviser and we offer digital regulated financial advice and guidance.
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.
WealthObjects
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WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.
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.
Perspective Financial Group Ltd
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Perspective Financial Group is a national financial planning and wealth management group with 15 offices and 180 staff.
Kleinwort Benson
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Kleinwort Benson is a private bank, offering wealth management services.
THETA Trading Systems
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Capital Markets London based FinTech
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
Legado
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Securely and easily organise, store and share your most important documents, files, wishes and memories.
Tilney Smith & Williamson
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Tilney Smith & Williamson is a financial planning and investment firm.
FundWiser
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FundWiser is a platform that provides everyone with access to alternative investments from as little as £1000.
Saranac Partners
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Saranac Partners offers clients partnership in their financial activities.
Arbuthnot Latham
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Arbuthnot Latham offers private and commercial banking services.
Halifax Bank of Scotland
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Halifax Bank of Scotland (HBOS) is a banking and insurance company in the United Kingdom.
The Progeny Group
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The Progeny Group provides integrated financial planning, legal and asset management solutions.
Seismic Ventures
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Seismic is a family-led fund manager, focused on the UK and regulated by the FCA
Sanlam UK
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Sanlam UK is a wealth management & investment company.
The Wealth Mosaic
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The leading solution provider directory & intelligence resource for the global wealth management sector.
Advanta Wealth
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Advanta Wealth is a wealth management and financial planning firm.
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.
Quilter Financial Planning
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Quilter Financial Planning provides financial advice to individuals and businesses.
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.
Rokos Capital Management
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Rokos Capital Management is an alternative investment fund manager that provides effective risk management solutions.
Equilibrium Financial Planning
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Equilibrium Financial Planning is a wealth management, financial planning, tax mitigation and investment management firm.
1825 Financial Planning
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1825 Financial Planning aim is to understand clients, what they’re trying to achieve, and then build a financial plan personal to them.
Citibank UK
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Citibank UK offers banking, wealth management, and financial services.
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.
Kingswood
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Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management.
Apperia
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Apperia is an innovative FinTech Platform designed to provide a compelling, unified solution in delivering Workplace Financial Wellbeing.
Liontrust Asset Management
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Liontrust Asset Management PLC is a specialist fund management company.
Sandringham Financial Partners
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Sandringham Financial Partners provides financial advice on investments, retirement pensions, mortgages and estate planning.
Stirling House Financial Services
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Stirling House Financial Services is a nonprofit organization that supports both wealth managers and independent financial advisers.
TAM Asset Management
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TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.
Debt Managers
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Debt Managers deals with financial services in credit and portfolio management as well as legal and asset management.
IMVS
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IMVS is a wealth management software that provides front and back-office operations and supporting client connectivity and communication.
Smith Cooper
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Smith Cooper provides financial services in taxation, accounting, financial advisory and auditing.
iimia Wealth Management
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iimia Wealth Management is an investment manager that offers wealth management and financial planning services.
Fidelius
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Fidelius is a financial services company that provides wealth management, investments, and employee benefits.
Brookland Partners
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Brookland Partners is a real estate investment banking firm.
Symfonie Capital
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Symfonie Capital brings together a multinational team of specialists in finance and investment management.
J.M. Finn
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J.M. Finn is a personalized investment and wealth planning services for private and professional investors.
Time4Advice
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Time4Advice is a financial firm that offers financial advice and wealth management software.
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.
YVONNE GOODWIN WEALTH MANAGEMENT LIMITED
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YVONNE GOODWIN WEALTH MANAGEMENT LIMITED is a financial services firm that deals with wealth management services.
enSynergy
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enSynergy designs, develops and supports our world leading wealth management software, enVisual.
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.
Snowball
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Snowball helps individuals and businesses to obtain private and public investment returns with wealth management and financial services.
Raffingers
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Raffingers provides tax planning, accounting, wealth management, and business consulting services.
