Essex’s 10 Fastest Growing Wealth Management Startups

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 10 Wealth Management companies in Essex. 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 (Essex)

Fiducia

Fiducia Wealth Management Ltd is a financial planning advice firm that deals in wealth management & financial consulting services.

KGM

KGM renders insurance underwriting products, brokerage, and various financial services.

Quilter Financial Advisers

Quilter Financial Advisers is a financial advisory firm.

Sound Financial Planning Group

Sound Financial Planning Group is a financial advisory firm that offers investment management, estate, and retirement strategy services.

Raffingers

Raffingers provides tax planning, accounting, wealth management, and business consulting services.

Stockval

Stockval provides investment and wealth solutions through investment, consulting, and valuations in stocks, trusts, and shares.

CBHC

CBHC provides accounting, audit, wealth management, taxation, advice, financial and training services.

KMD Private Wealth Management

KMD Private Wealth Management specializes in investment advisory, financial planning, accounting, and family wealth management services.

SRC Financial Services

SRC Financial Services renders wealth management, mortgage, and other financial services.

Montage Wealth Management

Montage Wealth Management offers portfolio management and lifestyle financial planning.