Bath and North East Somerset, known for its Roman-built baths and rich history, is also making a name for itself in the financial services industry. This region is home to numerous fintech startups and companies that are revolutionizing the way businesses and individuals manage their finances. From digital wrap and wealth management platforms to cloud-based spend management systems, these entities are at the forefront of financial innovation.
With a diverse range of services that include financial advice, investment, risk management, and crowdfunding, these startups and companies represent the future of finance. Equipped with advanced technologies and innovative business models, they’re rewriting the rule book on how financial services line up with the demands of the modern customer. In this article, we’ll feature 15 of these financial services startups and companies located in Bath and North East Somerset.
For each entity, we’ll provide a brief bio detailing their objectives, the services they offer, and the industries they serve. Additionally, we’ll also share some information about their founders. Here’s an insight into these pioneering companies and startups:
Website: Seccl is a fintech company that aims to help financial advisers, wealth managers, discretionary fund managers, and fintechs deliver faster. Founders David Harvey, and his team are leading the way in the financial services and FinTech industries.
Website: Roqqett is a fintech startup and financial service company. Glen Smith leads company operation and they are revolutionizing the Finance, Financial Services, FinTech, and Payments industries.
Website: Altus is a specialist provider of consultancy services to the Financial Services sector. Founded by David Jackson and Kevin Okell, the Consulting, Crowdfunding, Financial Services, Information Technology company is making great strides in the financial consultancy space.
Website: Time Finance is a business listed on the AIM market, specializing in the provision or arrangement of funding solutions. This firm operates in the commercial, finance, and financial services industries.
London & Country
Website: London & Country is the UK’s largest independent fee free mortgage broker. It operates in several sectors including finance, financial services, life insurance, and shipping broker.
Website: Ascentric is a digital wrap and wealth management platform for advisers which has assets under administration. It is a significant player in finance, financial services, fintech, and wealth management sectors.
The Private Office
Website: The Private Office is a Chartered financial planning firm that delivers unbiased, tailored advice to protect and grow wealth. The firm was founded by Stuart Phillips.
Website: Claritum is a cloud-based spend management platform that helps companies gain visibility and control of expenditure. Led by founder Paul Barker, the company operates in the financial services, information technology, internet, procurement, SaaS, and supply chain management industries.
Website: Novia Financial provides a wealth management service for investment advisers and their clients, primarily working in finance and financial services.
Catalyst Venture Partners
Website: Catalyst Venture Partners are a corporate finance and fast growth advisory firm specialising in the health, media and telecoms sectors.
Website: Fidelius is a financial services company that provides wealth management, investments, and employee benefits, along with angel investment opportunities.
Positive Cashflow Finance
Website: Positive Cashflow Finance is a factoring and invoice financing provider operational in the finance and financial services industries.
Belgrave Asset Management
Website: Belgrave Asset Management provides financial services like asset & portfolio management, financial planning, and advisory services, specializing in asset management, financial services, and risk management.
Website: CrowdRating: The ratings agency for equity crowd funding. With founders Alex Heath and Modwenna Rees-Mogg at the helm, this company focuses on crowdfunding and financial services.
Website: 1pm plc is a specialist in the industry, offering asset finance of equipment to a wide range of small and medium-sized businesses, operating in the finance and financial services sectors.
These startups and companies are shaping the financial services landscape in Bath and North East Somerset with their unique services and innovative approaches. As they evolve, we can expect them to introduce new dynamics to the financial industry, locally and beyond.
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