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...

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...

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.

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...

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...

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...

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.

Haines Watts are a Top 15 firm of chartered accountants and business advisers who specialise in advising and supporting owner managed businesses. We support over 35,000 business owners around the UK, which gives our clients access to a huge amount of business expertise and knowledge. We aim to become the premier adviser to business owners in the UK. Our practices are...

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,...

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...

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.

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/

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...

Expert investment management and financial planning. We’re proud to work with some of the most successful individuals, families, businesses and charities in the UK, and are committed to providing clear advice and solutions for their financial objectives. We bring clarity for life and ensure our clients get the most out of today, but not at the expense of tomorrow. Follow us on: Twitter...

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...

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...

ING is a pioneer in digital banking and on the forefront as one of the most innovative banks in the world. As ING, we have a clear purpose that represents our conviction of people’s potential. We don’t judge, coach, or tell people how to live their lives. However big or small, modest or grand, we empower people and businesses to...

Broadstone is a leading, independent, UK consultancy delivering expert advice to employers, insurers and pension scheme trustees. For over 40 years, Broadstone has been providing its clients with a wide range of specialist services including employee benefits consulting, pensions administration and actuarial services, investment consulting, insurance consulting across life, non-life and the Lloyds and London markets, credit risk services...