Welp MagazineThis article showcases some of the most popular players in the Wealth Management space. Our analysts selected these companies for a variety of reasons. This list may include both state and private ventures providing the most value within the Wealth Management industry.
Data sourced from Crunchbase and SEMRush.
Top Wealth Management Companies
The Royal Bank of Scotland
The Royal Bank of Scotland is a bank providing retail banking services throughout the United Kingdom and Ireland.
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money.co.uk
money.co.uk is a financial comparison website for UK consumers and businesses.
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Moneyfacts.co.uk
Compare deals for savings & ISA accounts, current accounts, mortgages, credit cards, loans and much more.
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St. James’s Place Wealth Management
St. James’s Place Wealth Management is one of the UK’s leading wealth management organisations.
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Nutmeg
Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
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Moneyfarm
Moneyfarm is a digital wealth manager that offers advice and investments.
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Wealthify
Wealthify offers effortless, transparent, and affordable investing for everyone.
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Brewin Dolphin
Brewin Dolphin is a personalised, discretionary wealth management services, investment management and financial planning services provider.
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Close Brothers
Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading.
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Freetrade
Freetrade is a challenger stockbroker that offers free share trading in mobile phones.
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Pynk
Pynk is where everyday people invest better together.
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BGL Group
BGL Group digitally distributes insurance and financial products.
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FNZ
FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
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True Potential
UK-based financial services company
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HYCM
HYCM is an FCA and CySEC-regulated market leader in providing online FX and CFD trading to retail and institutional investors.
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WEALTH at work
WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace with an excellent
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Walker Crips Asset Managers
Walker Crips Asset Managers provides financial services in the United Kingdom.
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Drewberry Ltd
Drewberry is a UK technology-based insurance intermediary and provider of wealth, pensions and investment advice
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Novia Global
Novia Global is an online wealth management technology to the key international markets.
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The Progeny Group
The Progeny Group provides integrated financial planning, legal and asset management solutions.
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Blackadders
Blackadders is a legal, property & wealth management firm.
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Saunderson House
Saunderson House offers a full financial planning and wealth service to high net worth individuals, charities, trusts and other businesses.
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The Wealth Mosaic
The Wealth Mosaic is a wealth management company.
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Perspective Financial Group Ltd
Perspective Financial Group is one of the the UK’s leading national financial planning and wealth management group with 18 offices and 200 staff.
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MHA Tait Walker
MHA Tait Walker is an accountancy practice company.
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Kurtosys
Real growth. Realized. Digital Experience Platform for Financial Services.
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Yanda
Yanda is a crypto automated trading platform that allows you to create trading strategies that work in automatic 24/7 with no downtime. No coding and no deposit required.
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Kleinwort Benson
Kleinwort Benson is a private bank, offering wealth management services.
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ProAktive
ProAktive is a business adviser providing integrated insurance, risk management, and HR solutions to companies.
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Bank Of Georgia Group
Bank of Georgia is the retail banking, the bank is the country’s corporate lender, with broad knowledge of the sector and local experience.
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Liontrust Asset Management
Liontrust Asset Management PLC is a specialist fund management company.
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Fudget
Fudget is a simple and fast alternative to feature-rich, complex budget planner, personal finance apps. There are no categories to manage.
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Wishart Wealth Management
Wishart Wealth Management provides wealth management services.
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Optimus Capital
Optimus Capital provider of asset and portfolio management services.
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Stockomendation
Stockomendation has a predictive algorithm which analyses stock tips
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TAM Asset Management
TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.
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Wealth Horizon
Wealth Horizon is a trading style and name used by Self Directed Investments Limited.
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Henderson Rowe
Henderson Rowe is an investment manager providing asset allocation solutions to small pensions and high-net-worth individuals and families.
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Five Islands Capital Limited
Regulated retail & enterprise financial services and technology solutions provider.
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Westminster Wealth Management
Westminster Wealth Management is an independent financial advisory group company located in London.
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Saranac Partners
Saranac Partners offers clients partnership in their financial activities.
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Miigen
Miigen is a online social platform for older adults.
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Wagestream
Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
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Cornerstone Asset Management
Cornerstone Asset Management is a wealth management company.
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PSP Wealth Management
PSP Wealth Management is an established team of expert advisers their aim is simply to protect and enhance the wealth of their clients.
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Marex Spectron
Marex Spectron is a broker offering unrivalled breadth of commodity market.
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Advicefront
Advicefront is an advice platform for financial advisors that combines algorithmic investing with the human side of financial advice.
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Direct Tourism Services
Direct Tourism Services provides bespoke marketing, websites and content management systems for destinations, groups and businesses.
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Pearson May
Pearson May is a leading firm of Chartered Accountants and Chartered Tax Advisers with offices in Bath, Chippenham and Trowbridge.
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Hamilcar Capital Limited
Hamilcar Capital is an independent investment boutique focusing on private and listed equity in Africa, Europe and the Middle East.
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AlphaSwap
AlphaSwap is an investment technology platform, bundling the community’s best stock ideas into Data-as-a-Service
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Rosecut
Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals.
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Moneybrain
Moneybrain technology with real human financial experts to create something unique.
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Charter Group Fund Administration
Charter Group Fund Administration (CGFA) provides fund administration services.
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WealthObjects
WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.
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Delio
Delio is a white label technology offering that enables wealth management firms, private banks and other financial institutions.
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Claro Money
Claro Money is the mobile app that brings clarity to your finances and connects you to the best people, savings & investments.
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Netwealth
Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology, and lower fees.
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Upside
Upside is an open banking based marketing platform, connecting retailers to consumers through frictionless ‘upsides’ (cashback)
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Arkera
Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined.
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MarketsFlow
Digital Wealth Management Platform .
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Artorius
Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.
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ResonanceX
The Low-Code Fintech Agility Platform
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Paycado
Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.
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Wealth Wizards
The UK’s first online independent financial adviser and we offer digital, regulated financial advice and guidance
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Wealthyhood
Smart, Personalized & Commission-free Money Manager
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Goji Investments
Investment platform providing access to regulated investment products from across the direct lending sector
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Wealth Dynamix
Wealth Dynamix specializes in the provision of Client Lifecycle Management to the wealth management sector.
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220 Bank
The Worlds First Digital Private Bank
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Cassini Systems
Cassini Systems is a new financial technology company.
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FundWiser
FundWiser is a platform that provides everyone with access to alternative investments from as little as £1000.
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Vesti.AI
We are a conversational investment Assistant AI rethinking the way traditional investment assistance is delivered to the masses.
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Bifrost Wealth
Wealth Management, Finance, Investment
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Koody
Online marketplace for financial advice
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Halifax Bank of Scotland
Halifax Bank of Scotland (HBOS) is a banking and insurance company in the United Kingdom.
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Gigzi
independent wealth management
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Zen Assets
Zen Assets is an online wealth management platform for private clients.
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Apperia
Apperia is an innovative FinTech Platform designed to provide a compelling, unified solution in delivering Workplace Financial Wellbeing.
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THETA Trading Technologies
Capital Markets London based FinTech
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PeerPort Ltd
Investor Intelligence
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JustFA
Online platform where UK retail investors can receive qualified financial advice.
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enSynergy
enSynergy designs, develops and supports our world leading wealth management software, enVisual.
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Hurst Point Capital
Hurst Point Capital is to provide growth capital to Financial Services businesses.
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Wealthinity
Smart Solutions for Wealth Advisors. Provide quality advice and build long-lasting relationships with your clients.
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Oakham Wealth Management Ltd
Intelligent Asset Management For Long Term Investors
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iimia Wealth Management
iimia Wealth Management is an investment manager that offers wealth management and financial planning services.
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Virtuo Wealth Management
Virtuo Wealth Management is an appointed representative of TenetConnect that is authorized and regulated by the Financial Conduct Authority.
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Moneyscope
MoneyScope is a service that helps people maximize their cash flow and helps get them a proper cash settlement in court cases.
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Murray Asset Management
Murray Asset Management is a wealth management, investment management and financial planning firm.
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Independent Financial Planning
Independent Financial Planning offers consulting and solutions for retirement planning, investment services and mortgages to individuals.
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Schwabcore
Private Equity and Capital Investments
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Samie Capital LTD
Samie Capital is an insurance and investments firm.
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Libro Credit Union
Libro Credit Union deals with financial services such as loans, credit cards, mortgage, investment and wealth management.
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Symfonie Capital
Symfonie Capital brings together a multinational team of specialists in finance and investment management.
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Mayfair Research Associates
“New generation” marketplace which brings together index inventors, financial product issuers and institutional investors.
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Argentis
Argentis is a financial planning and employee benefits consultant.
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Epoch Wealth Management
Epoch Wealth Management is offer a full spectrum of financial planning services for private clients, corporate clients, businesses, trusts.
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Armstrong Watson
Armstrong Watson provides accountancy, audit, tax, payroll, corporate finance, financial planning and wealth management services.
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Watson Wheatley
Watson Wheatley is a leading provider of reconciliation software to hedge funds, asset managers, commodities traders.
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Usefirst.me
Know When You’ll Be Worth $1 Million. Usefirst – Your Financial Health Advisor
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Ascentric
Ascentric is a digital wrap and wealth management platform for advisers with assets under administration.
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Infinity Wealth By Design
Infinity Wealth By Design is a wealth-management team founded with the vision to innovate their industry
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