Essex’s 10 Fastest Growing Wealth Management Startups

August 20, 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 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 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 (Essex)


Fiducia

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


KGM

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


Quilter Financial Advisers

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Quilter Financial Advisers is a financial advisory firm.


Sound Financial Planning Group

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


Raffingers

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


Stockval

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


CBHC

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


KMD Private Wealth Management

FoundersKevin Deamer
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


SRC Financial Services

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

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


Montage Wealth Management

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Montage Wealth Management offers portfolio management and lifestyle financial planning.

Leave a Reply

Your email address will not be published.

Don't Miss

Kent’s 6 Fastest Growing Solar Startups

At Best Startup London we track over 100,000 London based startups and

Swedish AdTech Company, BrightBid Taps Into London’s Dynamic Start Up Scene To Accelerate Growth

AdTech platform for Google Advertising, BrightBid has today announced the