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26 Best Bath Based Financial Services Startups and Companies to Work For

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

Novia Financial

Crunchbase Website Twitter Facebook Linkedin

Novia Financial provides a wealth management service for investment advisers and their clients.

Seccl

Seccl

Crunchbase Website Twitter Facebook Linkedin

Seccl aims to help financial advisers, wealth managers, discretionary fund managers and fintechs deliver faster.

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London & Country

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London & Country, the UK’s largest independent fee free mortgage broker.

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Edge Financial Forecasting

Crunchbase Website Twitter Facebook Linkedin

Edge Financial Forecasting is a small business.

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Fidelius

Crunchbase Website Twitter Facebook Linkedin

Fidelius is a financial services company that provides wealth management, investments, and employee benefits.

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1pm plc

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1pm plc is a specialist in the industry, offering asset finance of equipment to a wide range of small and medium sized businesses.

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Claritum

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Our cloud based spend management platform helps companies gain visibility and control of expenditure

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Ascentric

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Ascentric is a digital wrap and wealth management platform for advisers with assets under administration.

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Time Finance

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Time Finance is an AIM-listed business specialising in the provision or arrangement of funding solutions.

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Pearson May

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Pearson May is a leading firm of Chartered Accountants and Chartered Tax Advisers with offices in Bath, Chippenham and Trowbridge.

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Benchmark Software

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Benchmark has been writing software that makes it easier for your business to succeed.

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Epoch Wealth Management

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Epoch Wealth Management is offer a full spectrum of financial planning services for private clients, corporate clients, businesses, trusts.

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CrowdRating

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CrowdRating: The ratings agency for equity crowd funding

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Positive Cashflow Finance

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Positive Cashflow Finance is a factoring and invoice financing provider.

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F1F9

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F1F9 delivers financial modelling, risk management and spreadsheet support services.

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Altus Consulting

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Altus Consulting is a specialist provider of consultancy services to the Financial Services sector.

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Fox Davidson Mortgage Brokers

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Fox Davidson Mortgage Brokers is a adviser in all areas of property finance.

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City Financial Planning Ltd

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City Financial Planning Limited is a Limited Company registered in England & Wales no. 03224580.

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Robson Taylor IFA

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Robson Taylor IFA provides totally independent, jargon free financial advice in plain English to individuals and companies.

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First Federal Savings

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First Federal Savings focuses on online banking, loans, investment, savings and financial services.

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Henry and Banwell

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Henry and Banwell provides accounting and tax services.

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CEPS plc

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CEPS plc is a holding company that buys majority stakes in stable, profitable and steadily growing entrepreneurial companies.

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Belgrave Asset Management

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Belgrave Asset Management provides financial services like asset & portfolio management, financial planning and advisory services.

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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.

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CheckRisk

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CheckRisk provides wealth management, investment management and risk management services.

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Marcussen Consulting

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Marcussen Consulting expertise in providing end-to-end tax-related tailored advice and services to businesses and entrepreneurs.

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