West Sussex’s 21 Fastest Growing Wealth Management Startups

October 4, 2022

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 21 Wealth Management companies in West Sussex. 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 CrunchbaseSemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.

Top Wealth Management Companies & Startups (West Sussex)


Benchmark Capital

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Benchmark Capital is a investment solutions company.


Magus Private Wealth

FoundersDante Peters, Mike Aitken
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Magus Private Wealth offers wealth management, succession planning, financial forecasting, tax planning, and investment consulting services.


Wellesley Wealth Advisory

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Wellesley Wealth Advisory provides wealth management and advice services.


Verso Wealth Management

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Verso Wealth Management (Verso) is a wealth management group providing financial advice and investment management.


Best Practice

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Best Practice renders financial planning, professional advisory, training, proprietary technology and wealth management services.


Investment Solutions

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Investment Solutions is a financial firm that offers wealth management, ethical investments, tax, pension, and retirement planning services.


Dennis Watkins & Co

FoundersDennis Watkins, Elizabeth Watkins
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Dennis Watkins & Co offers a comprehensive range of insurance products and services for both individuals and businesses.


Verity Wealth Management

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Verity Wealth Management is providing Financial Planning, Investment Management and Retirement Planning.


Private Office Asset Management

FoundersPhil Simmonds
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Private Office Asset Management specializes in wealth management, portfolio management, stockbroking, and retirement planning services.


In Partnership

FoundersKevin McDonagh
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In Partnership provides investments, pensions, wealth management, and general insurance services.


The Martlet Partnership

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

The Martlet Partnership is a firm that provides business management, wealth management, and tax consultancy services.


RiverPeak Wealth

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

RiverPeak Wealth provides Private Banking style investment and financial advice.


Fusion Wealth

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Fusion Wealth provides wealth and risk management, consultation, and investment services.


Best Practice IFA

FoundersUnknown
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Best Practice support for chartered investment planners and wealth managers.


Mike Oliver Associates

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Mike Oliver Associates provides financial advisory services to private and commercial organizations.


ALB Accountancy

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

ALB Accountancy focuses on financial services like accounting, taxation, bookkeeping.


BP Wealth Management

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

BP Wealth Management provides banking, mortgages, wealth management, investment, and retirement planning services.


CORPIAS

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

CORPIAS, the acronym for corporate pensions and investment advisory services, is a specialist consultancy and interim management firm.


Dental & Medical Financial Services

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Dental & Medical Financial Services offers consultation, mortgages, commercial loans, investments, wealth, and income protection services.


Oakland Insurance Services

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Oakland Insurance Services is an insurance broker that provides car, house, and business insurance services.


CBC Pension Services

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

CBC Pension Services provides trusteeship, secretariat services, trustee governance, and auto-enrolment pension services.

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