This article showcases our top picks for the best England 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 England 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.
Pynk
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Pynk is where everyday people invest better together.
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.
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.
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
Paycado
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Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.
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
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.
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
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.
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.
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
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.
Seismic Ventures
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Seismic is a family-led fund manager, focused on the UK and regulated by the FCA
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.
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.
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.
TAM Asset Management
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TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.
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.
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.
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.
Mayfair Research Associates
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“New generation” marketplace which brings together index inventors, financial product issuers and institutional investors.
Hurst Point Capital
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Hurst Point Capital is to provide growth capital to Financial Services businesses.
Zen Assets
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Zen Assets is an online wealth management platform for private clients.
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.
Drewberry Ltd
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Drewberry is a UK technology-based insurance intermediary and provider of wealth, pensions and investment advice
Optimus Capital
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Optimus Capital provider of asset and portfolio management services.
Alliotts
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Alliotts is an accounting firm that offers chartered accountants, business and tax advice.
Wealthinity
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Smart Solutions for Wealth Advisors. Provide quality advice and build long-lasting relationships with your clients.
Raymond James Investment Services
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Raymond James Investment Services provides independent contracting, transition, relationship management and investment management platforms.
Samie Capital LTD
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Samie Capital is an insurance and investments firm.
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.
Charter Group Fund Administration
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Charter Group Fund Administration (CGFA) provides fund administration services.
GrowFactor
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GrowFactor is a company that expertise in accounting, taxation and wealth management services.
Ennismore Fund Management
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Ennismore Fund Management is a company which specializes in investing in listed small and mid-cap equities.
BSN Capital
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BSN Capitals provides financial services like bespoke cash management and funding solutions.
MyWagez
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Mywagez is a free employee benefit that allows your staff to take their salary in real-time.
OBERON INVESTMENTS GROUP PLC
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Oberon Investments Group provides personalised services in Investment Management, Wealth Planning, Corporate Advisory and Broking.
UK Bond Network
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UK Bond Network deliver high yield fixed rate bonds for investors and flexible, bespoke.
Westminster Wealth Management
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Westminster Wealth Management is an independent financial advisory group company located in London.
Cedar Rock Capital
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Cedar Rock Capital specializes in investment strategy and management.
Acacia Point Capital Advisors
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CameronDowning provides financial services like investment, insurance, debt and wealth management.
Isio Services
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Isio Services renders pension advice, retirement planning, investment management, consulting, wealth management and financial services.
Merchant Securities
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Merchant Securities provides a range of financial services in the United Kingdom.
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.
Acuity professional
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Acuity professional provides financial services like tax, accounting, wealth management, audits, and investments.
Nevastar Finance
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Nevastar Finance is an investment management firm that provides real estate, private equity and corporate finance services.
Thrings
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Thrings has been providing legal advice to businesses and individuals for almost 300 years.
Punter Southall Wealth
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Punter Southall Wealth provides financial advisory services.
Verlingue
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Verlingue provides business insurance, credit insurance, wealth management, and risk management services.
Whitefoord
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Whitefoord is a wealth management organization that provides investment and advisory services.
