Ellie Horvath
At Best Startup London we track over 100,000 London based startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 101 Wealth Management companies in London. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (London)
Nucoro
| Founders | Antonio Melé, Jose Maria Carbajo, Lennart Asshoff |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale.
Upside Saving
| Founders | Andries Smit, Paul Russell, Steve Fourie |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Upside is Intelligent Cashback as an API, fuelled by Open Banking.
Cassini Systems
| Founders | Liam Huxley |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Cassini Systems is a new financial technology company.
BITE Investments
| Founders | Henry Talbot-Ponsonby, William Rudebeck |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Bite is a global asset management, advisory and fintech company with a vision to make alternative investments more accessible.
Kurtosys
| Founders | Arun Sarwal, Harry Thompson, Mash Patel |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Real growth. Realized. Digital Experience Platform for Financial Services.
Netwealth
| Founders | Charlotte Ransom, Thomas Salter |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Moneyfarm
| Founders | Giovanni Dapra, Paolo Galvani |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Moneyfarm is a digital wealth manager that offers online financial advisory and investment services.
Pynk
| Founders | Mark Little, Seth Ward |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Pynk is where everyday people invest better together.
Claro Money
| Founders | Rob Brockington |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Claro is a digital financial coach that empowers you to make smarter financial decisions every day.
Wagestream
| Founders | Peter Briffett, Portman Wills |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Wagestream is a financial services firm that allows employees to stream their earned wages into their accounts through an instant app.
Wealthyhood
| Founders | Alexandros Christodoulakis, Konstantinos Faliagkas |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
The first DIY wealth-building app for long-term investors.
Nutmeg
| Founders | Nick Hungerford, William Todd |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Nutmeg is an online investment service that specializes in investments, ISAs and pensions.
Arkera
| Founders | Krishan Patel, Laszlo Sragner, Vinit Sahni |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined.
Tillit
| Founders | Felicia Hjertman, Paul O’Neill |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Tillit is a DIY investment platform for retail investors offering funds across regions, asset classes, and styles.
AlphaSwap
| Founders | Francois Devillez, Khing Oei, Vladimir Agaev |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
AlphaSwap is an investment technology platform, bundling its analyst community’s best stock ideas into Data-as-a-Service
WealthOS
| Founders | Anton Padmasiri, Chamat Arambewela |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Enterprise, cloud native core wealth management SaaS. Launch and run superior digital wealth management propositions faster & cheaper.
Artorius
| Founders | Mike Toole |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more.
Wealth8
| Founders | Bimpe Nkontchou, David Fisayo |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Wealth8 is a digital investment app that provides simple and affordable access to invest in globally managed funds.
Botin
| Founders | Federico Patiño |
| Follow | Website, Crunchbase, 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.
FNZ
| Founders | Adrian Durham, Kate Hyndman |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients.
ResonanceX
| Founders | Guillaume Chatain, Hariton Korizis |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
The Low-Code Fintech Agility Platform
Advicefront
| Founders | Andre Costa, Francisco Cordoeiro, Jose Supico |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Advicefront is an advice platform for financial advisors that combines algorithmic investing with the human side of financial advice.
Paycado
| Founders | Nadya Miteva, Veselin Sidjimov |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services.
Stockomendation
| Founders | Paul Roberts |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Stockomendation has a predictive algorithm which analyses stock tips
Kingswood
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management.
Koody
| Founders | Halimah Omogiafo |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Financial services marketplace for the under-35s
True Potential
| Founders | David Harrison, Mark Henderson |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
True Potential is one of the fastest growing and most innovative financial services groups in the UK.
Alpha Financial Markets Consulting
| Founders | Nick Fienberg |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Alpha was founded in 2003 and is a leading global provider of consulting, benchmarking and implementation services to financial
Arabesque AI
| Founders | Andreas Feiner, Dominic Selwood, Hans-Robert Arndt, Omar Selim, Qasim Nasar-Ullah, Yasin Rosowsky |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Arabesque brings together technology, data and finance to deliver transparent, sustainable financial solutions.
Wealth Dynamix
| Founders | Brent Randall, Gary Linieres |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms.
Marex Spectron
| Founders | Jeremy Elliott |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Marex Spectron is a broker offering unrivalled breadth of commodity market.
HYCM
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
HYCM is an FCA and CySEC-regulated market leader in providing online FX and CFD trading to retail and institutional investors.
Emerio Banque
| Founders | Kenneth Jackson |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Emerio Banque Ltd is an International trade finance company providing LC, BG, documentary collections etc.services to global businesses.
Goji Investments
| Founders | Alex Crocombe, Jake Wombwell-Povey, Rob Brown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Investment platform providing access to regulated investment products from across the direct lending sector
Zilo Technology
| Founders | Philip Goffin, Venkatesh Pulla |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Zilo technology is a fintech specialising in revolutionising global wealth and fund administration
Qube Research & Technologies
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Qube Research & Technologies is a quantitative and systematic investment manager with offices in Hong Kong, London, Mumbai and Paris.
Saranac Partners
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Saranac Partners offers clients partnership in their financial activities.
Close Brothers
| Founders | William Brooks Close |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading.
Y TREE
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Transforming personal finance.
Rokos Capital Management
| Founders | Christopher Charles Rokos |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Rokos Capital Management is an alternative investment fund manager that provides effective risk management solutions.
Tilney Smith & Williamson
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Tilney Smith & Williamson is a financial planning and investment firm.
money.co.uk
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
money.co.uk is a financial comparison website for UK consumers and businesses.
Vanguard
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Vanguard is an investment firm that manages funds in the interests of clients.
Brewin Dolphin
| Founders | John Dawes |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Brewin Dolphin is a personalised, discretionary wealth management services, investment management and financial planning services provider.
Arbuthnot Latham
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Arbuthnot Latham offers private and commercial banking services.
Correlation Risk Partners
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Correlation Risk Partners develop a sustainable portfolio of insurance businesses through exceptional partnership expertise.
Apperia
| Founders | Alex Romocea, Ioannis Vasilakos |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Apperia is an innovative FinTech Platform designed to provide a compelling, unified solution in delivering Workplace Financial Wellbeing.
WealthObjects
| Founders | Uday Nimmakayala |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
WealthObjects helps firms launch a bespoke fully automated robo-advisor or hybrid advisory digital wealth platform.
Five Islands Capital Limited
| Founders | Alexander Lubin, Nicholas Lubin |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Regulated retail & enterprise financial services and technology solutions provider.
Isio Services
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Isio Services renders pension advice, retirement planning, investment management, consulting, wealth management and financial services.
Drax
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Drax is an investment firm that specializes in private equity, portfolios analysis, and management services.
Titan Wealth Holdings
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Titan Wealth Holdings is a discretionary wealth management and asset management business.
Kleinwort Benson
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Kleinwort Benson is a private bank, offering wealth management services.
Alphamolly
| Founders | Jake Griffith, Ketan Soni, Prashant Patil |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Alphamolly provides investors with the complete toolset that enables them to confidently focus on the growth of their investment portfolio
Gigzi
| Founders | El Asmar |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
independent wealth management
Octopus Wealth
| Founders | Unknown |
| Follow | Website, Crunchbase, 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.
Advanta Wealth
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Advanta Wealth is a wealth management and financial planning firm.
Meticulous
| Founders | Darragh O’Sullivan |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Meticulous is an app development company.
FQS Capital Partners
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
FQS Capital Partners is an investment management company that offers responsible & strategic investment solutions and analytical services.
T8
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
T8 is a wealth management platform that enables the management of investment, finance and payments.
Liontrust Asset Management
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Liontrust Asset Management PLC is a specialist fund management company.
Glen Point Capital
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Glen Point Capital is an emerging markets fund manager that was founded by Neil Phillips and Jonathan Fayman in 2015.
The Wealth Mosaic
| Founders | Simon Ramery, Stephen Wall |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
The leading solution provider directory & intelligence resource for the global wealth management sector.
THETA Trading Systems
| Founders | Abdullah Hiyatt, Paul Wallace |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Capital Markets London based FinTech
IWP UK
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
IWP UK offers wealth planning and financial advisory services.
Strand Hanson
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Strand Hanson is a company which offers Corporate Finance, M&A, Flotations, Fundraising, AIM, MBOs+MBIs, and Nominated advisory services.
FINOVATED
| Founders | Ahmet Şüküroğlu, Zeynel Abidin Özbay |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Fintech, WealthTech, NeoBanking, SuperAPP
JustFA
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Online Financial Advice and Investment Management
Saunderson House
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Saunderson House offers a full financial planning and wealth service to high net worth individuals, charities, trusts and other businesses.
Oberon Investments Group
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Oberon Investments Group provides personalized services in Investment Management, Wealth Planning, Corporate Advisory and Broking.
Usefirst.me
| Founders | Constantine Ignatenko |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Know When You’ll Be Worth $1 Million. Usefirst – Your Financial Health Advisor
Vanguard Asset Management
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Vanguard Asset Management offers retirement planning, pension, investment management, financial planning and wealth management services.
FundWiser
| Founders | Miguel Frasco, Nuno Belo, Ricardo Varela |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
FundWiser is a platform that provides everyone with access to alternative investments from as little as £1000.
TAM Asset Management
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions.
Walker Crips Asset Managers
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Walker Crips Asset Managers provides financial services in the United Kingdom.
Seismic Ventures
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Seismic is a family-led fund manager, focused on the UK and regulated by the FCA
Wealthway
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Wealthway provides trading and investment banking services with updated technology.
LGT Vestra
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
LGT Vestra is a financial advisory firm that offers wealth management, asset allocation and financial planning services to businesses.
Stellar Asset Management
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Stellar Asset Management supports advisers and investors with estate planning services to provide relief from inheritance tax.
MUFG
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
MUFG is a banking service company.
MyWagez
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Mywagez is a free employee benefit that allows your staff to take their salary in real-time.
Hurst Point Capital
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Hurst Point Capital is to provide growth capital to Financial Services businesses.
Schwabcore
| Founders | David Harris, James Epsom Wood, Peter Lee, Rebeca Adkins |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Private Equity and Capital Investments
PortfolioMetrix
| Founders | Brandon Zietsman |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
PortfolioMetrix is an investment management platform for financial advisors in areas like asset allocation, portfolio & fund management.
Valor Real Estate Partners
| Founders | Christian J. Jamison, Jeffrey Kelter, Robert Savage |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Valor Real Estate Partners is a real estate agency that invests in asset management and industrial real estate in the logistics sector.
The Fry Group
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
The Fry Group is a financial advisory firm that offers tax, financial and estate planning services to its clients.
Ennismore Fund Management
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Ennismore Fund Management is a company which specializes in investing in listed small and mid-cap equities.
Edgbaston Investment Partners
| Founders | Charu Fernando |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Edgbaston Investment Partners provides tailored investment strategies and programs along with wealth and risk management services.
Zen Assets
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Zen Assets is an online wealth management platform for private clients.
Logic Investments
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Logic Investments provides dealing and discretionary investment management services.
Citibank UK
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Citibank UK offers banking, wealth management, and financial services.
Heartwood
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Wealth Management
Bank Of Georgia Group
| Founders | Unknown |
| Follow | Website, Crunchbase, 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.
Snowball
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Snowball helps individuals and businesses to obtain private and public investment returns with wealth management and financial services.
Drewberry Ltd
| Founders | Andrew Jenkinson, Tom Conner |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Drewberry is a UK technology-based insurance intermediary and provider of wealth, pensions and investment advice
PeerPort Ltd
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Investor Intelligence
Willis Towers Watson – Global Wealth Solutions
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Global Wealth Solutions business of Willis Towers Watson, a global advisory, broking and solutions company.
Optimus Capital
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Optimus Capital provider of asset and portfolio management services.
UK Bond Network
| Founders | Christopher Maule |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
UK Bond Network deliver high yield fixed rate bonds for investors and flexible, bespoke.
Nevastar Finance
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Nevastar Finance is an investment management firm that provides real estate, private equity and corporate finance services.
Tanager Wealth Management
| Founders | Unknown |
| Follow | Website, Crunchbase, Twitter, Facebook, Linkedin |
Tanager Wealth Management is a firm that provides financial planning and investment advisory services.
