Mark Anderson
This article showcases our top picks for the best Bath based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Bath Financial Services Startups
Data sourced from Crunchbase and SemRush.
Novia Financial
Crunchbase Website Twitter Facebook Linkedin
Novia Financial provides a wealth management service for investment advisers and their clients.
Seccl
Crunchbase Website Twitter Facebook Linkedin
Seccl aims to help financial advisers, wealth managers, discretionary fund managers and fintechs deliver faster.
London & Country
Crunchbase Website Twitter Facebook Linkedin
London & Country, the UK’s largest independent fee free mortgage broker.
Edge Financial Forecasting
Crunchbase Website Twitter Facebook Linkedin
Edge Financial Forecasting is a small business.
Fidelius
Crunchbase Website Twitter Facebook Linkedin
Fidelius is a financial services company that provides wealth management, investments, and employee benefits.
1pm plc
Crunchbase Website Twitter Facebook Linkedin
1pm plc is a specialist in the industry, offering asset finance of equipment to a wide range of small and medium sized businesses.
Claritum
Crunchbase Website Twitter Facebook Linkedin
Our cloud based spend management platform helps companies gain visibility and control of expenditure
Ascentric
Crunchbase Website Twitter Facebook Linkedin
Ascentric is a digital wrap and wealth management platform for advisers with assets under administration.
Time Finance
Crunchbase Website Twitter Facebook Linkedin
Time Finance is an AIM-listed business specialising in the provision or arrangement of funding solutions.
Pearson May
Crunchbase Website Twitter Facebook Linkedin
Pearson May is a leading firm of Chartered Accountants and Chartered Tax Advisers with offices in Bath, Chippenham and Trowbridge.
Benchmark Software
Crunchbase Website Twitter Facebook Linkedin
Benchmark has been writing software that makes it easier for your business to succeed.
Epoch Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Epoch Wealth Management is offer a full spectrum of financial planning services for private clients, corporate clients, businesses, trusts.
CrowdRating
Crunchbase Website Twitter Facebook Linkedin
CrowdRating: The ratings agency for equity crowd funding
Positive Cashflow Finance
Crunchbase Website Twitter Facebook Linkedin
Positive Cashflow Finance is a factoring and invoice financing provider.
F1F9
Crunchbase Website Twitter Facebook Linkedin
F1F9 delivers financial modelling, risk management and spreadsheet support services.
Altus Consulting
Crunchbase Website Twitter Facebook Linkedin
Altus Consulting is a specialist provider of consultancy services to the Financial Services sector.
Fox Davidson Mortgage Brokers
Crunchbase Website Twitter Facebook Linkedin
Fox Davidson Mortgage Brokers is a adviser in all areas of property finance.
City Financial Planning Ltd
Crunchbase Website Twitter Facebook Linkedin
City Financial Planning Limited is a Limited Company registered in England & Wales no. 03224580.
Robson Taylor IFA
Crunchbase Website Twitter Facebook Linkedin
Robson Taylor IFA provides totally independent, jargon free financial advice in plain English to individuals and companies.
First Federal Savings
Crunchbase Website Twitter Facebook Linkedin
First Federal Savings focuses on online banking, loans, investment, savings and financial services.
Henry and Banwell
Crunchbase Website Twitter Facebook Linkedin
Henry and Banwell provides accounting and tax services.
CEPS plc
Crunchbase Website Twitter Facebook Linkedin
CEPS plc is a holding company that buys majority stakes in stable, profitable and steadily growing entrepreneurial companies.
Belgrave Asset Management
Crunchbase Website Twitter Facebook Linkedin
Belgrave Asset Management provides financial services like asset & portfolio management, financial planning and advisory services.
The Private Office
Crunchbase Website Twitter Facebook Linkedin
The Private Office is a Chartered financial planning firm that delivering unbiased, tailored advice to protect and grow wealth.
CheckRisk
Crunchbase Website Twitter Facebook Linkedin
CheckRisk provides wealth management, investment management and risk management services.
Marcussen Consulting
Crunchbase Website Twitter Facebook Linkedin
Marcussen Consulting expertise in providing end-to-end tax-related tailored advice and services to businesses and entrepreneurs.
