At Best Startup Scotland we track over 100,000 Scottish 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 Glasgow. 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 (Glasgow)
Bifrost Wealth
Wealth Management, Finance, Investment
Founder(s): Andreas Pogiatzis, Dino Lauria Ubatuba de Faria, Lorenzo Berg, Martina Lofqvist, Nasser Qadri, Viktor Torstenius, Zoe Balek
Location: Glasgow, Glasgow City, United Kingdom
Industries: Finance, Financial Services, FinTech, Personal Finance, Risk Management, Stock Exchanges, Wealth Management
Follow:
Simple Financial Planning
Simple Financial Planning provides mortgages, wealth management, insurance, and consulting services.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Financial Services, Insurance, Wealth Management
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Henderson Stone
Henderson Stone provides pension advice, pension transfers, retirement planning, and investment financial services.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Financial Services, Retirement, Wealth Management
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Stewart Hastie Asset Management
Stewart Hastie Asset Management provider of asset management services intended to manage diverse portfolio of investments.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Asset Management, Financial Services, Wealth Management
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AWM
AWM is a financial firm that provides financial advice, investment, retirement and tax planning services.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Financial Services, Retirement, Wealth Management
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AD+ Financial
AD+ Financial provides financial advice on investments, mortgages, trust planning, pension planning, savings, tax and inheritance tax.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Advice, Consulting, Financial Services, Wealth Management
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One Financial Planning
One Financial Planning specializes in retirement and estate planning, life insurance, mortgage, and corporate financial advisory services.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Advice, Financial Services, Professional Services, Wealth Management
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AD+ Accountants
AD+ Accountants provides bookkeeping, payroll, taxation, business consulting, wealth management, business and financial planning services.
Founder(s):
Location: Cambuslang, Glasgow City, United Kingdom
Industries: Accounting, Advice, Consulting, Finance, Financial Services, Wealth Management
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Campbell Thomson
Campbell Thomson renders financial planning, employee benefits, retirement planning, insurance, investments, and wealth management services.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Financial Services, Insurance, Retirement, Wealth Management
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City Gate Money Managers
City Gate Money Managers is a financial service provider based in Glasgow, United Kingdom.
Founder(s):
Location: Glasgow, Glasgow City, United Kingdom
Industries: Finance, Financial Services, Wealth Management
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