Somerset’s 14 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 14 Wealth Management companies in Somerset. 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 (Somerset)

Ascentric

Ascentric is a digital wrap and wealth management platform for advisers with assets under administration.

Fidelius

Fidelius is a financial services company that provides wealth management, investments, and employee benefits.

The Private Office

The Private Office is a Chartered financial planning firm that delivering unbiased, tailored advice to protect and grow wealth.

Chetwood Wealth Management

Chetwood Wealth Management operates as a financial services that specializing in wealth management.

Novia Global

Novia Global is an online wealth management technology to the key international markets.

Cooper Associates

Cooper Associates offers financial consultation and mortgage advisory services.

Epoch Wealth Management

Epoch Wealth Management is offer a full spectrum of financial planning services for private clients, corporate clients, businesses, trusts.

Pearson May

Pearson May is a leading firm of Chartered Accountants and Chartered Tax Advisers with offices in Bath, Chippenham and Trowbridge.

CheckRisk

CheckRisk provides wealth management, investment management and risk management services.

KEYTE

KEYTE is a chartered financial planner that offers client-focused services.

Kellands Bristol

Kellands Bristol is a financial firm that offers wealth management, investment, tax, retirement, mortgage, estate and tax planning services.

John Katsouris

John Katsouris is an advisory firm that specializes in asset allocation, family wealth planning and investment selections.

Watermark Wealth Management

Watermark Wealth Management offers pension options, financial advice, personal, corporate, and business planning services.

Caple Banks

Caple Banks is a financial solutions company that provides investment consultation, wealth management, and financial services.