Top Bristol Financial Services Companies (45)

Since launching in 2019 to address business owners’ pain points across the UK, we’ve seen incredible growth as a scaling fintech, welcoming over 150,000 customers and growing the Dojo team to 1,000+ people across five locations. In that time, we’ve also introduced Dojo Virtual Queues & Bookings and the Dojo restaurant finder app, formerly known as WalkUp and loved by...

Bishop Fleming is a Top 35 accounting firm in the UK and an award-winning tax practice. We are ranked fifth in the inaugural UK Accountancy Age Mid-Tier Power Index and Great Place to Work® Certified. Working with clients throughout the UK and internationally from our offices in the South West and West Midlands, Bishop Fleming is wholly committed to providing businesses...

Helping businesses everywhere take the pain out of payments. Convert your payments from a cost centre into a revenue stream, maximise working capital, enhance security and streamline operations with our digital payments solution: Virtual Card Issuing, Account Creation, Bank Transfers and Invoice Payments.

As top 10 fastest growing UK accounting and advisory firm, we’ve been there, as a trusted partner, helping businesses and individuals meet challenges and seize opportunities across generations. In a world that is constantly evolving we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that really make a difference. Since 1881, we’ve been a trusted partner,...

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and...

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation...

Triodos Bank is a leading expert in sustainable banking. Our mission is to make money work for positive change. We are more than a bank. We are a community. Get to know us and join the movement for change. We finance companies, institutions and projects that add cultural value and benefit people and the environment, with the support of depositors and...

Pismo is a technology company providing a complete processing platform for payments and banking. Large banks, marketplaces, and fintechs already use our cloud-native microservices platform. Our clients are launching next-generation solutions while migrating their legacy systems onto the most advanced platform in the market. Want to know more? Visit our website and find out what we are doing: https://pismo.io/

We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to...

Effectively, expertly, leading you and your business through strategic and technological change to deliver real results. In short, we’ll get you operationally-fit-for-the future. Perfectly primed for the challenges and opportunities ahead. From major government departments to clients in retail, tech and financial services, across the public, private and third sectors, RedRock is a trusted partner. Valued for our knowledge, flexibility, honesty,...

Coutts clients are an eclectic bunch. Trailblazers, thinkers, convention breakers, history makers. People who forge their own path and achieve success through sheer force of character. As a certified B Corp™, we know wealth is not simply about worth, but staying true to your values. Walking the walk, not just talking the talk. That’s why we do everything that could...

We are Alpha – an award-winning provider of financial solutions dedicated to global corporates and institutions operating internationally. Working with clients across more than 50 countries, we blend deep expertise with cutting-edge technologies to provide an enhanced alternative to traditional banking services. Our solutions include FX risk management, global accounts, mass payments, fund finance, and cash management. Key to our...

Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well. Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers. We started afresh, with a low-cost, hyper-efficient and (genuinely) API-first technology infrastructure, which...

We specialise in software that improves and automates debt management and collection. We provide our clients with all the tools and data they need, in real time. This helps them to mitigate financial, regulatory and reputational risk. Our clients can create the best debt resolution for each of their customers. This helps them to collect more, faster.

Reassured employs over 800 amazing people across our Basingstoke, Portsmouth, Manchester, Southampton, Bristol, Bournemouth and Chester sites, arranging Life Insurance and protection products for thousands of new customers each and every month. We are the sales force behind many major brands and convert higher than our competitors with high standards in compliance and market leading customer and quality measures. We...

Crowe UK is a leading audit, tax, advisory and consulting firm with a national presence to complement our international reach. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world. With exceptional knowledge of the business environment, our professionals share one commitment, to deliver excellence. We are trusted by thousands of clients...

Tumelo’s mission is to empower shareholder democracy with technology that supports impactful stewardship. Our technology allows fund managers and investment platforms to provide expression of wish and pass-through voting functionality to their clients, with powerful reporting tools to support the production of regulatory and client reports. These products empower asset owners to engage with their voting rights and provide them...

RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. We are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and...

Alternative Business Funding provides a free and easy way for SMEs to find finance for their business. Our unique Funder Finder engine allows the business owner to search for available finance without impacting their credit rating. The Government supported platform uses straightforward information to match SMEs with an impressive selection of funders within minutes, offering access to the vast majority...

Our software increases the chances of winning work with fantastic looking interactive quotes and simple connections to the best accounting and payments services out there. Our mobile and web apps have a unique blend of sales CRM, job management, payments, and analytics features which are incredibly simple to use and can support businesses from sole-traders to SMEs.