Top Bristol Financial Services Companies (45)

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...

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.

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...

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...

We are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment and insurance. With a team of more than 1,750 people in nine offices, including 99 partners, we work to deliver on our values and our promise, ensuring the highest levels of trust, integrity and quality. We act as a trusted partner for a...

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,...

We’re a group of developers, financial experts, and optimists who share a vision for improving the financial wellness of people, their businesses, and their communities.

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...

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...

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...

Saltus is a wealth management business that was established in 2004. As a Chartered financial planning firm, our financial advisers are dedicated to improving your relationship with wealth. We offer award-winning investment management and comprehensive financial advice, ensuring your money is expertly managed so you can focus on achieving your life goals. Our London office can support you with any...

We’re leading the world of regulatory compliance forward by offering greater efficiencies, greater cost savings, and greater accuracy. Using market-leading RegulationAI, Ascent helps customers in financial services automate their compliance programs, significantly reducing their risk while saving time and money.

We’re driven by a simple question; ‘where on earth are my pensions?’ 
 For most people in the UK this is a big problem. Our employers sign us up to pensions, we save thousands of pounds into them, and yet we have no idea where they are. We’re building Penny to make finding, viewing & managing your pensions as easy as checking...

Opened in 1997, we were the UK’s first supermarket bank. Today, we offer a range of financial products from credit cards, savings to loans, as well as travel money, car, home, pet, travel and life insurance. Loyalty is very important to us so we offer Sainsbury’s shoppers great deals and rewards for choosing to shop and bank with us. We...

Welcome to Bank of Ireland on LinkedIn. We're here to keep you up to date on our latest news and to provide useful information and guidance to support your financial needs. A leading Irish bank, we offer a wide range of financial products including savings, loans, mortgages and deposit accounts.

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.

Fundsurfer.com is a UK based funding and investment platform. We provide our clients with access to our online fundraising products including Community Share Offers, Rewards, Donation and Crypto enabled Crowdfunding. Alongside the Fundsurfer fintech platform. Fundsurfer operates as an introducer for off-market private investments for single/multi-family offices and investor groups. We have a global network of brokers, introducers, scouts and...

Sanlam Investments has deep expertise across all key asset classes brought about by years of experience. We focus on harnessing this talent to provide differentiated specialist funds to our clients. Sanlam Investments is an independent boutique asset management business based in the UK. Specialising in providing differentiated strategies to investors, we are the international investment engine for our parent, the Sanlam...

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...

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,...