Warwickshire’s 7 Fastest Growing Wealth Management Startups

October 2, 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 7 Wealth Management companies in Warwickshire. 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 (Warwickshire)


Wealth Wizards

FoundersAndrew Firth, Pete Connell, Tony Vail
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Wealth Wizards is the UK’s first online independent financial adviser and we offer digital regulated financial advice and guidance.


moneyinfo

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

moneyinfo is a private fintech firm that specializing in client portals and mobile apps for the wealth management industry.


SFB Group

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

SFB Group is a chartered accountant firm that focuses on tax planning, accounting, payroll and wealth management services.


Magma Chartered Accountant

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Magma Chartered Accountant primarily focuses on offering audit and assurance, business service, tax and wealth management services.


Grenfell James Associates

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Grenfell James Associates is an accounting firm that offers business consulting, taxation and wealth management services.


Beauchamp Wealth

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Beauchamp Wealth provides financial planning, consultation, wealth management, mortgages, and retirement planning services.


Bourne Taylor Neville

FoundersUnknown
FollowWebsite, Crunchbase, Twitter, Facebook, Linkedin

Bourne Taylor Neville provides investments, insurance, wealth management, savings advice, retirement, estate, and tax planning services.

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