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 50 Wealth Management companies in Scotland. 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 (Scotland)
Miigen
Miigen is a online social platform for older adults.
Founder(s): Campbell Ferrier, Craig Lemmon
Location: Stirling, Stirling, United Kingdom
Industries: Digital Entertainment, Information Services, Wealth Management
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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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1825 Financial Planning
1825 Financial Planning aim is to understand clients, what they’re trying to achieve, and then build a financial plan personal to them.
Founder(s):
Location: Ayr, South Ayrshire, United Kingdom
Industries: Consulting, Financial Services, Wealth Management
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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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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
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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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Howat Capital
Howat Capital offers a wide range of financial services like equity capital, funding, investment, consulting and management.
Founder(s):
Location: Stirling, Stirling, United Kingdom
Industries: Business Development, Consulting, Finance, Financial Services, Wealth Management
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Thorntons Investments
Thorntons Investments specialize in investment management and wealth planning.
Founder(s):
Location: Dundee, Dundee City, United Kingdom
Industries: Financial Services, Wealth Management
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Villic Wealth
Villic Wealth is a financial services company.
Founder(s): James Vigne
Location: Morningside, South Lanarkshire, United Kingdom
Industries: Advice, Employee Benefits, Financial Services, Retirement, Wealth Management
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Arm In Arm Accounting
Arm In Arm Accounting offers services in accounting, taxation, business planning and strategic advice.
Founder(s):
Location: Alloa, Clackmannanshire, United Kingdom
Industries: Accounting, Consulting, Financial Services, Wealth Management
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MMG Archbold
MMG Archbold provides accounting, auditing, tax preparation and planning services for various industries.
Founder(s):
Location: Dundee, Dundee City, United Kingdom
Industries: Accounting, Finance, Wealth Management
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Medical + Dental Financial Planning Services
Medical + Dental Financial Planning Services provides retirement planning, taxation, mortgage, risk protection & wealth management services.
Founder(s):
Location: Dundee, Dundee City, United Kingdom
Industries: Financial Services, Retirement, 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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Select Wealth Managers
Select Wealth Managers is a financial adviser that provides wealth management advisory services to clients.
Founder(s):
Location: Livingston, West Lothian, United Kingdom
Industries: Advice, 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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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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Blackadders
Blackadders is a legal, property & wealth management firm.
Founder(s):
Location: Dundee, Dundee City, United Kingdom
Industries: Legal, Property Management, Wealth Management
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AAB Wealth
AAB Wealth is a wealth management and financial planning company.
Founder(s): Graeme Allan
Location: Aberdeen, Aberdeen City, United Kingdom
Industries: Financial Services, 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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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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Johnston Carmichael Wealth
Johnston Carmichael Wealth is a financial planning company that offers business advice to individuals and businesses.
Founder(s):
Location: Elgin, Moray, United Kingdom
Industries: Advice, Finance, Financial Services, 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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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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Forbes Lawson
Forbes Lawson is an advisory firm that specializes in lifestyle financial planning and wealth management.
Founder(s):
Location: Ellon, Aberdeenshire, United Kingdom
Industries: Finance, Financial Services, Wealth Management
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Brett Investment
Brett Investment is a financial service company.
Founder(s):
Location: Melrose, Scottish Borders, The, United Kingdom
Industries: Advice, Finance, 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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Burnett & Reid
Burnett & Reid provides integrated legal, property, and wealth management services to private clients and SME businesses.
Founder(s):
Location: Aberdeen, Aberdeen City, United Kingdom
Industries: Leasing, Legal, Property Management, 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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Sonas Wealth Management
Sonas Wealth providing practical financial planning advice to people, families and businesses in Dundee, Angus and surrounding areas.
Founder(s):
Location: Dundee, Dundee City, United Kingdom
Industries: Financial Services, Wealth Management
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Condies Accountants & Advisors
Condies Accountants & Advisors offers accounting, insurance, payroll, income tax, capital allowances and company secretarial services.
Founder(s):
Location: Dunfermline, Fife, United Kingdom
Industries: Accounting, Consulting, Financial 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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Deans Chartered Accountants and Business Advisors
Deans Chartered Accountants and Business Advisors provide wealth management, cloud accounting, payroll, bookkeeping and consulting services.
Founder(s):
Location: Hawick, Scottish Borders, The, United Kingdom
Industries: Accounting, Financial Services, 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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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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Affinity
Affinity is an independent financial planning practice based in Troon, Ayrshire.
Founder(s):
Location: Troon, South Ayrshire, United Kingdom
Industries: Financial 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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Rutland Independent Wealth Management
Rutland Independent Wealth Management offers retirement planning, investment strategies, tax mitigation, and advisory services.
Founder(s):
Location: Livingston, West Lothian, United Kingdom
Industries: Advice, Financial Services, Impact Investing, Retirement, Wealth Management
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Lowland Financial Services
Lowland Financial Services is a company that specializes in retirement planning and pension management services.
Founder(s): Graeme Mitchell
Location: Galashiels, Scottish Borders, The, United Kingdom
Industries: Consulting, Financial Services, Retirement, Wealth Management
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Campbell & McConnachie
Campbell & McConnachie is a financial firm that offers wealth management, retirement planning and business financial services.
Founder(s):
Location: Lossiemouth, Moray, United Kingdom
Industries: Finance, Financial Services, Retirement, Wealth Management
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Murrow Wealth Management
Murrow Wealth Management specializes in wealth management consulting and assisting clients in achieving their financial objectives.
Founder(s):
Location: Jedburgh, Scottish Borders, The, United Kingdom
Industries: Banking, Finance, 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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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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Mathieson Financial Services
Mathieson Financial Services focus on meeting the financial needs and objectives of our clients, both individual and businesses.
Founder(s):
Location: Inverurie, Aberdeenshire, United Kingdom
Industries: 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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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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