Best Investment Tech Companies in Scotland, United Kingdom
The 31 best Investment Tech companies in Scotland, United Kingdom in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Money Dashboard.
Our analysis of 57 Investment Tech companies
$9.4b in tracked funding; 96% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best Investment Tech companies in Scotland
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 336 FINANCIAL MANAGEMENT LTD Financial management advisory service provider | — | — | — | 2012 | — | — | — |
| 2 | 4sight Financial Software Securities Finance, Collateral Management Technology and Settlement software | — | — | 5 | 2003 | Alastair Chisholm Co-Founder & Managing Director | WordPressMySQLPHP+22 | — |
| 3 | Aberdeen Provider of platforms, investment solutions, and support for financial advisers | — | — | — | 2006 | Jason Windsor CEO | Node.jsReactNext.js+16 | — |
| 4 | Allatus Business analysis and data management solution | — | — | 6 | 2011 | Hang Chung Co-Founder | — | — |
| 5 | Alliance Trust Savings Financial planning & advisory platform | — | — | 288 | 1986 | Richard Wilson CEO | — | — |
| 6 | Almahfaza Trading platform focused on multiple assets | — | — | 2 | 2008 | — | — | — |
| 7 | DISCUS Platform to Compare & Discuss outsourced investment services. | — | — | — | 2016 | Abbie Tanner Co-Founder & Director | — | — |
| 8 | Equity Spark Equity-based crowdfunding platform for university and science research-based companies | — | — | — | 2011 | Simon Strojan CEO | — | — |
Top 12 Investment Tech companies in Scotland
#1
Series B · Edinburgh, Scotland · founded 2009 · 39 employees$18.9Mraised▾
Online platform for personal finance management. It offers a web-based, mobile platform with tools for customers to manage their personal finances. Users can sign up on the website and connect as many bank accounts as they like to the app. The website enables customers to examine all of their current accounts, savings accounts, and credit cards from all of their banking institutions in one safe location. The website helps users keep track of daily expenses, savings, emergency cash, and financial advice depending on the goals that the consumer inputs.
- Mar 2021Series B$1.3M
- Aug 2019Series B$5.6M
- May 2019Series A$2.2M
- Aug 2017Series A$1.7M
#2
Seed · Edinburgh, Scotland · founded 2018 · 12 employees$3.5Mraised▾
AI-based software solutions for developing trading strategies. It offers solutions enabling firms to develop, test and implement investment strategies through automation. It offers E-platform, an autonomous investment management system for agents to perform large-scale data analysis tasks and processing in order to increase operational efficiencies across the entire investment management cycle.
- Mar 2023Seed—
- Apr 2021Seed$1.7M
- Jul 2020Seed$1.7M
- Aug 2019Seed$92K
#3
Seed · Bearsden, Scotland · founded 2013 · 5 employees$993.6Kraised▾
Online financial calculator for pensions. A platform where users can calculate and make an accumulation and decumulation plan of pension pots. users can test and track the generated plan over time.
- Nov 2023Seed$123.8K
- Sep 2022Seed$231.4K
- Feb 2022Angel$135.8K
- Apr 2021Seed$279.9K
#4
Seed · Edinburgh, Scotland · founded 2016 · 36 employees$2.1Mraised▾
Mark to Market provides company valuations solution for private market investors. It offers data & analysis tools for analyzing cash & debt, revenue & EBITDA, etc. It features solutions for reporting and pitching investors.
- Jul 2019Seed$2.1M
#5
Deadpooled · Glasgow, Scotland · founded 2019 · 10 employees$811.4Kraised▾
AI-driven financial management solutions. It helps to evaluate the current affordability but also, control it at every stage. Users can view all bank statements and details from a single portal and then view the discretionary spending, non-discretionary spending, and incomings. It also allows the user to get an in-depth analysis of the financial status and set goals accordingly.
- Jun 2021Grant (prize money)$811.4K
#6
Seed · Glasgow, Scotland · founded 2021 · 2 employees$20Kraised▾
App-based platform for trading in options and stocks. The company offers prediction tools, indicators and strategies for trading, alerts, and more.
- 2022Seed$20K
#7
Seed · Edinburgh, Scotland · founded 2025—raised▾
Provider of grant discovery, validation, application, and funding roadmap services. It offers continuous scanning for grant opportunities tailored to specific ambitions. The company provides an eligibility checker to score grants for strategic alignment. It combines artificial intelligence and human expertise to develop grant applications. The company also generates funding roadmaps to maintain financial planning.
- Feb 2026Angel—
#8
Funding Raised · Glasgow, Scotland · founded 1977 · 16 employees—raised▾
Murphy Wealth provides wealth management solutions for individuals and investors. It features an app-based platform for investment portfolio management, tracking income & expenses, tracking bank accounts & credit cards, etc. The app is available for Android and IOS platforms.
#9
Seed · Fort William, Scotland · founded 2013 · 1 employees$8.5Kraised▾
Provider of cloud-based asset management software for renewable energy operators. The platform allows users to view assets, access documents, track history, manage tasks, receive alerts, and more.
- Dec 2021Seed—
#10
Acqui-Hired · Glasgow, Scotland · founded 2018 · 5 employees—raised▾
AI-backed valuation software for companies. The platform uses machine learning to be precise, optimizing valuation models, and basing project valuations on the most relevant and recent information including public market trends. The software helps venture capital and fund managers to better understand the value drivers of portfolio companies and assess target companies.
- Jun 2021Seed—
#11
Seed · Edinburgh, Scotland · founded 2019 · 2 employees—raised▾
MoneyMatiX provides financial planning and advisory platform. It features the KuzaKash app for goal-based financial planning. It offers KuzaLearn, an education portal for learning money management and financial management.
- Dec 2019Seed—
#12
Seed · Glasgow, Scotland · founded 2010—raised▾
Provider of marketing technology company specializing in delivering success to clients in challenging and demanding industries. They offer innovative solutions and have a strong focus on investor relations.
- Apr 2019Seed—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Tech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
How research on Fintech is moving in the United Kingdom
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 292 United Kingdom-affiliated papers.
- Department of Finance16
- University College London12
- University of Oxford12
- University of Greenwich8
- Durham University7
- Credit risk4
- Financial services3
- Scalability3
- Digital currency3
- Analytics3
- Financial services2→34
- Financial inclusion1→12
- Mobile payment1→4
- Financial services5→59
- Financial inclusion1→25
- Payment1→22
- Financial innovation2→8
- Blockchain1→5
Where fintech is researched across United Kingdom
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
Who's filing fintech patents in the United Kingdom
United Kingdom fintech patent filing is cooling — 4 filings from 3 assignees (2020–2024), led by Unlisted, IL Marchese Diamonds, Obrien Patrick Damien; annual filings 2→1.
- Unlisted2
- IL Marchese Diamonds1
- Obrien Patrick Damien1
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.