69 indexable Asset Management companies headquartered in Scotland, United Kingdom, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $168.8M across 4 funded companies, including 1 unicorn.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Scottish Development International
Diversified asset management firm |
$93.1M | — | Series A | Series A Dec 2023 | — | 2004 | — |
| 2 |
abrdn
Private equity fund focused on investing in multiple sectors |
$4.6M | — | Public | Apr 2024 | 604 | 1825 | — |
| 3 |
Edinburgh Dragon Trust
Investment management firm |
$71.1M | — | Public | Conventional Debt Feb 2018 | 5,463 | 1987 | — |
| 4 |
@sipp
Provider of financial services |
$17.8K | — | Acquired | Grant (prize money) Dec 2017 | — | 2001 | — |
| 5 |
Aubrey Wealth Management
Diversified investment and wealth management firm |
— | — | Seed | Seed Mar 2024 | — | 2007 | — |
| 6 |
Nucleus Financial
Portfolio management solutions for financial advisors |
— | — | Acquired | Seed Feb 2023 | 761 | 2006 | — |
| 7 |
Thorntons Investments
Diversified investment management firm |
— | — | Funding Raised | Conventional Debt Jan 2021 | — | 1995 | — |
| 8 |
Amati Global Investors
Funds based investment management firm |
— | — | Public | Post IPO Feb 2017 | 18 | 2010 | — |
| 9 |
Aberforth Partners
Diversified investment management firm |
— | — | Public | — | 15 | 1990 | — |
| 10 |
Adam & Company
Provider of wealth management, financial planning, and investment management services |
— | — | Funding Raised | — | — | 1983 | — |
| 11 |
Affinity IFA
Wealth management firm |
— | — | Acquired | — | 5 | 2012 | — |
| 12 |
AGL Wealth Management
Provider of wealth management and financial advisory services |
— | — | Acquired | — | 14 | 2009 | — |
| 13 |
Alliance Trust
Diversified investment management firm |
— | — | Public | — | — | 1888 | — |
| 14 |
Anderson Strathern
Provider of investment management and financial advisory services |
— | — | Unfunded | — | — | 2010 | — |
| 15 |
Baillie Gifford
Unicorn Provider of investment management and advisory services to non-UK clients |
— | $3.2B as of 2020 |
Public | — | 1,821 | 1908 | — |
| 16 |
Balmoral Asset Management
Provider of asset management, tax and financial advisory services |
— | — | Acquired | — | 18 | 1999 | — |
| 17 |
Buccleuch Property
Provider of commercial and residential real estate projects development services |
— | — | Unfunded | — | — | 2003 | — |
| 18 |
Caledonia Asset Management
Diversified investment management firm |
— | — | Acquired | — | 5 | 2000 | — |
| 19 |
Carbon Financial
Provider of financial planning and investment management services |
— | — | Acquired | — | 30 | 2011 | — |
| 20 |
Castle Investments
Diversified asset management firm |
— | — | Unfunded | — | — | 1998 | — |
| 21 |
Charlotte Square
Diversified investment management firm |
— | — | Unfunded | — | — | 2003 | — |
| 22 |
Cornelian
Provider of investment planning, financial advisory, and other services |
— | — | Acquired | — | 39 | 1992 | — |
| 23 |
Cornerstone Asset Management
Wealth management firm |
— | — | Acquired | — | 22 | 2010 | — |
| 24 |
Edinburgh Partners
Diversified investment management firm |
— | — | Acquired | — | 60 | 2003 | — |
| 25 |
Ediston
Diversified asset management firm |
— | — | Unfunded | — | — | 2004 | — |
| 26 | EIS Financial Services | — | — | Acquired | — | 14 | 1990 | — |
| 27 |
Fitzallan
Provider of pension, investment, and tax planning services |
— | — | Unfunded | — | — | 2004 | — |
| 28 |
Gilmour Hamilton Wealth Management
Wealth management firm |
— | — | Acquired | — | — | 1983 | — |
| 29 |
GNBFS
Firm provides tailored financial planning solutions, including pensions, savings, investments, and protection |
— | — | Unfunded | — | — | 2003 | — |
| 30 |
HFD Group
Diversified asset management firm and security services |
— | — | Unfunded | — | — | 1989 | — |
| 31 |
IC Select
Provider of investment consulting services |
— | — | Acquired | — | — | 2007 | — |
| 32 |
Innovate Financial Services
Provider of financial advisory services |
— | — | Acquired | — | 10 | 1980 | — |
| 33 |
Kames Capital
Diversified asset management firm |
— | — | Unfunded | — | 91 | 2011 | — |
| 34 |
LOM Financial Group
Provider of asset management solutions to individuals and institutions |
— | — | Unfunded | — | — | 1992 | — |
| 35 |
Lomond Capital
Diversified investment management firm |
— | — | Acquired | — | 59 | 2010 | — |
| 36 |
London & Scottish Investments
Private equity firm focused on acquisitions |
— | — | Unfunded | — | — | 2012 | — |
| 37 |
Macleod & MacCallum Wealth Management
Provider of wealth management, retirement planning, and investment advisory services |
— | — | Acquired | — | — | 2017 | — |
| 38 |
Martin Currie
Diversified investment management firm |
— | — | Acquired | — | 156 | 1881 | — |
| 39 |
McCrea Financial Services
Financial advisory firm |
— | — | Acquired | — | 26 | 1999 | — |
| 40 |
Mcinroy Wood
Provider of investment management services for individuals, families, trusts, and charities |
— | — | Unfunded | — | — | 1986 | — |
| 41 |
Mearns & Company
Provider of financial planning and employee benefits services |
— | — | Unfunded | — | 25 | 1994 | — |
| 42 |
Medical Dental Fps
Provider of investment advisory, retirement planning, tax strategies, and other services |
— | — | Unfunded | — | — | 2006 | — |
| 43 |
Middlebrooks Advice
Provider of financial advisory services |
— | — | Unfunded | — | — | 2015 | — |
| 44 |
Oliver Asset Management
Provider of asset & wealth management services |
— | — | Unfunded | — | — | 2004 | — |
| 45 |
Osprey Financial Services
Provider of financial planning services |
— | — | Acquired | — | — | 2015 | — |
| 46 |
Pensions
Provider of pension services |
— | — | Unfunded | — | — | 2018 | — |
| 47 |
Phil Anderson Financial Services
Investment advisory service provider |
— | — | Unfunded | — | — | 2011 | — |
| 48 |
PPM Wealth
Provider of investment management services |
— | — | Deadpooled | — | 8 | 1984 | — |
| 49 |
Professional Partners
Provider of financial advisory services |
— | — | Acquired | — | 8 | 1990 | — |
| 50 |
Redmayne
Provider of investment management services |
— | — | Unfunded | — | 253 | 1844 | — |
Diversified asset management firm
Private equity fund focused on investing in multiple sectors. It offers expertly managed funds, investment trusts, and specialized strategies designed to meet diverse investment goals, whether focused on growth, income, or capital preservation.
Investment management firm
ATSIPP is a financial services company based in Scotland. They are authorized and regulated by the Financial Conduct Authority (FCA) and offer self-invested personal pension (SIPP) services.
Diversified investment and wealth management firm
Portfolio management solutions for financial advisors. It allows users to create tax-efficient and low-cost investment solutions for clients. Features portfolio monitoring, rebalancing, bulk switching, portfolio management, calculation of capital gains, client data, and more.
Diversified investment management firm
Funds based investment management firm
Diversified investment management firm
Provider of wealth management, financial planning, and investment management services. The company offers support for preparing for the future, growing wealth, and coping with difficult times. It serves families, individuals, business owners, high-income earners, and charities. Services include financial planning, retirement and inheritance tax planning, and portfolio management.
Provider of financial planning and management services to private clients and their families. The company offers retirement planning, saving and investment planning as well as estate planning and financial forecasting, helping its clients efficiently manage their finances and achieve their goals.
Provider of wealth management and financial advisory services intended to serve private and corporate clients. The company offers financial planning, simple investment, corporate services, investment oversight committee, active passive investing and ethical investing to individuals and businesses, thereby offering clients the right advice in a fair and impartial manner.
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-23.
