Best Startup Scotland
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 15 Wealth Management companies in Edinburgh, City of. 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 (Edinburgh, City of)
Legado
Securely and easily organise, store and share your most important documents, files, wishes and memories.
Founder(s): Josif Grace
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Information Technology, Life Insurance, Lifestyle, Personal Health, Wealth Management, Wellness
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Halifax Bank of Scotland
Halifax Bank of Scotland (HBOS) is a banking and insurance company in the United Kingdom.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Banking, Finance, Financial Services, Insurance, Wealth Management
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Balmoral Asset Management
Balmoral Asset Management is a wealth management service provider company.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Financial Services, Wealth Management
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Cornerstone Asset Management
Cornerstone Asset Management is a wealth management company that provides financial planning services.
Founder(s): Jason Hemmings
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Asset Management, Financial Services, Wealth Management
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Aubrey Capital Management
Aubrey Capital Management offers investment, funds and wealth management solutions to private and institutional clients.
Founder(s): Sharon Bentley-Hamlyn
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Consulting, Financial Services, Wealth Management
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Melville Independent Plc
Melville Independent plc is a whole of market independent advisory firm that focuses on private wealth management and corporate solutions.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Wealth Management
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Mearns & Company
Mearns & Company is a Chartered Financial Planners Consultants that specializes in Wealth Management, Employee Benefits & Financial Planning
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Finance, Financial Services, Wealth Management
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Murray Asset Management
Murray Asset Management is a wealth management, investment management and financial planning firm.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Financial Services, Wealth Management
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Carbon Financial Partners
Carbon Financial Partners is a financial planning firm that specializes in business, investment, tax, and retirement advisory services.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Consulting, Financial Services, Professional Services, Wealth Management
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Wealthflow
WealthFlow specializes in financial planning, investment philosophy, investment advice, finance, and wealth management services.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Financial Services, Impact Investing, Wealth Management
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Rossie House Investment Management
Rossie House Investment Management specializes in financial planning, risk management, portfolio and wealth management services.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Advice, Finance, Financial Services, Risk Management, Wealth Management
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Edinburgh Wealth Management
EWM is a Financial Advisory Firm providing clear, unbiased, whole of market advice tailored to the clients’ needs.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Advice, Financial Services, Wealth Management
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Virtuo Wealth Management
Virtuo Wealth Management is an appointed representative of TenetConnect that is authorized and regulated by the Financial Conduct Authority.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Financial Services, Wealth Management
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Wishart Wealth Management
Wishart Wealth Management provides wealth management services.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Financial Services, Wealth Management
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Clarity IFA
Clarity IFA is a wealth management company that specializes in wealth management, financial planning, savings, investments and pensions.
Founder(s):
Location: Edinburgh, Edinburgh, City of, United Kingdom
Industries: Financial Services, Wealth Management
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