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12 Best Edinburgh Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Edinburgh 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 Edinburgh Wealth Management Startups

Data sourced from Crunchbase and SemRush.

NatWest Group

NatWest Group

Crunchbase Website Twitter Facebook Linkedin

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

Legado

Legado

Crunchbase Website Twitter Facebook Linkedin

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

Legado

Halifax Bank of Scotland

Crunchbase Website Twitter Facebook Linkedin

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

Legado

Murray Asset Management

Crunchbase Website Twitter Facebook Linkedin

Murray Asset Management is a wealth management, investment management and financial planning firm.

Legado

Mearns & Company

Crunchbase Website Twitter Facebook Linkedin

Mearns & Company is a Chartered Financial Planners Consultants that specializes in Wealth Management, Employee Benefits & Financial Planning

Legado

Virtuo Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Virtuo Wealth Management is an appointed representative of TenetConnect that is authorized and regulated by the Financial Conduct Authority.

Legado

Cornerstone Asset Management

Crunchbase Website Twitter Facebook Linkedin

Cornerstone Asset Management is a wealth management company that provides financial planning services.

Legado

Melville Independent Plc

Crunchbase Website Twitter Facebook Linkedin

Melville Independent plc is a whole of market independent advisory firm that focuses on private wealth management and corporate solutions.

Legado

Edinburgh Wealth Management

Crunchbase Website Twitter Facebook Linkedin

EWM is a Financial Advisory Firm providing clear, unbiased, whole of market advice tailored to the clients’ needs.

Legado

Wishart Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Wishart Wealth Management provides wealth management services.

Legado

Clarity IFA

Crunchbase Website Twitter Facebook Linkedin

Clarity IFA is a wealth management company that specializes in wealth management, financial planning, savings, investments and pensions.

Legado

Balmoral Asset Management

Crunchbase Website Twitter Facebook Linkedin

Balmoral Asset Management is a wealth management service provider company.

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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