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101 Best United Kingdom Based Wealth Management Startups and Companies 2021

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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

Nutmeg

Crunchbase Website Twitter Facebook Linkedin

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

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.

Wagestream

Moneyfarm

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Wealthify

Crunchbase Website Twitter Facebook Linkedin

Wealthify offers effortless, transparent, and affordable investing for everyone.

Wagestream

Pynk

Crunchbase Website Twitter Facebook Linkedin

Pynk is where everyday people invest better together.

Wagestream

WealthOS

Crunchbase Website Twitter Facebook Linkedin

Cloud-native core wealth management platform

Wagestream

BGL Group

Crunchbase Website Twitter Facebook Linkedin

BGL Group digitally distributes insurance and financial products.

Wagestream

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.

Wagestream

Nucoro

Crunchbase Website Twitter Facebook Linkedin

The platform to build all fintech money management propositions.

Wagestream

NatWest Group

Crunchbase Website Twitter Facebook Linkedin

NatWest Group plc, is a majority state-owned British banking and insurance holding company.

Wagestream

Kurtosys

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Claro Money

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Freetrade

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

BITE Investments

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Wealthyhood

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Delio

Crunchbase Website Twitter Facebook Linkedin

Delio is a white label technology offering that enables wealth management firms, private banks and other financial institutions.

Wagestream

Upside

Crunchbase Website Twitter Facebook Linkedin

Upside is an application that automatically pays cashback in the shop online or in-store.

Wagestream

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.

Wagestream

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

Wagestream

Arkera

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Rosecut

Crunchbase Website Twitter Facebook Linkedin

Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals.

Wagestream

FNZ

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

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.

Wagestream

Artorius

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

ResonanceX

Crunchbase Website Twitter Facebook Linkedin

The Low-Code Fintech Agility Platform

Wagestream

MarketsFlow

Crunchbase Website Twitter Facebook Linkedin

Digital Wealth Management Platform .

Wagestream

BmyBit

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Stockomendation

Crunchbase Website Twitter Facebook Linkedin

Stockomendation has a predictive algorithm which analyses stock tips

Wagestream

Miigen

Crunchbase Website Twitter Facebook Linkedin

Miigen is a online social platform for older adults.

Wagestream

Paycado

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

WEALTH at work

Crunchbase Website Twitter Facebook Linkedin

WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace with an excellent

Wagestream

Alpha Financial Markets Consulting

Crunchbase Website Twitter Facebook Linkedin

Alpha was founded in 2003 and is a leading global provider of consulting, benchmarking and implementation services to financial

Wagestream

ProAktive

Crunchbase Website Twitter Facebook Linkedin

ProAktive is a business adviser providing integrated insurance, risk management, and HR solutions to companies.

Wagestream

Marex Spectron

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

True Potential

Crunchbase Website Twitter Facebook Linkedin

UK-based financial services company

Wagestream

Wealth Dynamix

Crunchbase Website Twitter Facebook Linkedin

Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms.

Wagestream

Five Islands Capital Limited

Crunchbase Website Twitter Facebook Linkedin

Regulated retail & enterprise financial services and technology solutions provider.

Wagestream

money.co.uk

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

St. James’s Place Wealth Management

Crunchbase Website Twitter Facebook Linkedin

St. James’s Place Wealth Management is one of the UK’s leading wealth management organisations.

Wagestream

Cassini Systems

Crunchbase Website Twitter Facebook Linkedin

Cassini Systems is a new financial technology company.

Wagestream

Goji Investments

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

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.

Wagestream

Arabesque AI

Crunchbase Website Twitter Facebook Linkedin

Arabesque AI is a research and technology company offering customised, sustainable investment strategies using artificial intelligence

Wagestream

Vesti.AI

Crunchbase Website Twitter Facebook Linkedin

A tech-enabled Investment insights app that tells it like it is. Gamification for Good. Sustainability Simplified.

Wagestream

Ballards

Crunchbase Website Twitter Facebook Linkedin

Ballards offers wealth management & management consultancy services for the automotive, technology, SMEs, healthcare & agriculture fields.

Wagestream

220 Bank

Crunchbase Website Twitter Facebook Linkedin

The Worlds First Digital Private Bank

Wagestream

Moneyfacts.co.uk

Crunchbase Website Twitter Facebook Linkedin

Compare deals for savings & ISA accounts, current accounts, mortgages, credit cards, loans and much more.

Wagestream

Brewin Dolphin

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

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.

Wagestream

Wealth Wizards

Crunchbase Website Twitter Facebook Linkedin

Wealth Wizards is the UK’s first online independent financial adviser and we offer digital regulated financial advice and guidance.

Wagestream

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.

Wagestream

WealthObjects

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

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.

Wagestream

Perspective Financial Group Ltd

Crunchbase Website Twitter Facebook Linkedin

Perspective Financial Group is a national financial planning and wealth management group with 15 offices and 180 staff.

Wagestream

Kleinwort Benson

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

THETA Trading Systems

Crunchbase Website Twitter Facebook Linkedin

Capital Markets London based FinTech

Wagestream

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

Wagestream

Legado

Crunchbase Website Twitter Facebook Linkedin

Securely and easily organise, store and share your most important documents, files, wishes and memories.

Wagestream

Tilney Smith & Williamson

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

FundWiser

Crunchbase Website Twitter Facebook Linkedin

FundWiser is a platform that provides everyone with access to alternative investments from as little as £1000.

Wagestream

Saranac Partners

Crunchbase Website Twitter Facebook Linkedin

Saranac Partners offers clients partnership in their financial activities.

Wagestream

Arbuthnot Latham

Crunchbase Website Twitter Facebook Linkedin

Arbuthnot Latham offers private and commercial banking services.

Wagestream

Koody

Crunchbase Website Twitter Facebook Linkedin

Financial services marketplace for the under-35s

Wagestream

Halifax Bank of Scotland

Crunchbase Website Twitter Facebook Linkedin

Halifax Bank of Scotland (HBOS) is a banking and insurance company in the United Kingdom.

Wagestream

Bifrost Wealth

Crunchbase Website Twitter Facebook Linkedin

Wealth Management, Finance, Investment

Wagestream

The Progeny Group

Crunchbase Website Twitter Facebook Linkedin

The Progeny Group provides integrated financial planning, legal and asset management solutions.

Wagestream

Seismic Ventures

Crunchbase Website Twitter Facebook Linkedin

Seismic is a family-led fund manager, focused on the UK and regulated by the FCA

Wagestream

Sanlam UK

Crunchbase Website Twitter Facebook Linkedin

Sanlam UK is a wealth management & investment company.

Wagestream

Gigzi

Crunchbase Website Twitter Facebook Linkedin

independent wealth management

Wagestream

The Wealth Mosaic

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Advanta Wealth

Crunchbase Website Twitter Facebook Linkedin

Advanta Wealth is a wealth management and financial planning firm.

Wagestream

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.

Wagestream

JustFA

Crunchbase Website Twitter Facebook Linkedin

Online Financial Advice and Investment Management

Wagestream

Quilter Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Quilter Financial Planning provides financial advice to individuals and businesses.

Wagestream

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.

Wagestream

Rokos Capital Management

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Equilibrium Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Equilibrium Financial Planning is a wealth management, financial planning, tax mitigation and investment management firm.

Wagestream

1825 Financial Planning

Crunchbase Website Twitter Facebook Linkedin

1825 Financial Planning aim is to understand clients, what they’re trying to achieve, and then build a financial plan personal to them.

Wagestream

Citibank UK

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

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.

Wagestream

Kingswood

Crunchbase Website Twitter Facebook Linkedin

Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management.

Wagestream

Apperia

Crunchbase Website Twitter Facebook Linkedin

Apperia is an innovative FinTech Platform designed to provide a compelling, unified solution in delivering Workplace Financial Wellbeing.

Wagestream

Liontrust Asset Management

Crunchbase Website Twitter Facebook Linkedin

Liontrust Asset Management PLC is a specialist fund management company.

Wagestream

Sandringham Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Sandringham Financial Partners provides financial advice on investments, retirement pensions, mortgages and estate planning.

Wagestream

Stirling House Financial Services

Crunchbase Website Twitter Facebook Linkedin

Stirling House Financial Services is a nonprofit organization that supports both wealth managers and independent financial advisers.

Wagestream

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.

Wagestream

Debt Managers

Crunchbase Website Twitter Facebook Linkedin

Debt Managers deals with financial services in credit and portfolio management as well as legal and asset management.

Wagestream

IMVS

Crunchbase Website Twitter Facebook Linkedin

IMVS is a wealth management software that provides front and back-office operations and supporting client connectivity and communication.

Wagestream

Smith Cooper

Crunchbase Website Twitter Facebook Linkedin

Smith Cooper provides financial services in taxation, accounting, financial advisory and auditing.

Wagestream

iimia Wealth Management

Crunchbase Website Twitter Facebook Linkedin

iimia Wealth Management is an investment manager that offers wealth management and financial planning services.

Wagestream

Fidelius

Crunchbase Website Twitter Facebook Linkedin

Fidelius is a financial services company that provides wealth management, investments, and employee benefits.

Wagestream

Brookland Partners

Crunchbase Website Twitter Facebook Linkedin

Brookland Partners is a real estate investment banking firm.

Wagestream

Symfonie Capital

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

J.M. Finn

Crunchbase Website Twitter Facebook Linkedin

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

Wagestream

Time4Advice

Crunchbase Website Twitter Facebook Linkedin

Time4Advice is a financial firm that offers financial advice and wealth management software.

Wagestream

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.

Wagestream

YVONNE GOODWIN WEALTH MANAGEMENT LIMITED

Crunchbase Website Twitter Facebook Linkedin

YVONNE GOODWIN WEALTH MANAGEMENT LIMITED is a financial services firm that deals with wealth management services.

Wagestream

enSynergy

Crunchbase Website Twitter Facebook Linkedin

enSynergy designs, develops and supports our world leading wealth management software, enVisual.

Wagestream

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.

Wagestream

Snowball

Crunchbase Website Twitter Facebook Linkedin

Snowball helps individuals and businesses to obtain private and public investment returns with wealth management and financial services.

Wagestream

Raffingers

Crunchbase Website Twitter Facebook Linkedin

Raffingers provides tax planning, accounting, wealth management, and business consulting services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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