Company lists · Data refreshed November 2026
Top 21 Wealth & asset management companies based in Edinburgh, United Kingdom
RevenueBase identified 49 company matches for wealth & asset management companies associated with Edinburgh, United Kingdom as of November 2026 and tracks 7,648 professional contacts across them, including 431 with verified work emails. Across the United Kingdom, London is the largest hub for this category (913 companies); Edinburgh has 49.
This list covers company matches for wealth & asset management companies associated with Edinburgh, United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 3, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 21 largest wealth & asset management companies based in Edinburgh, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 128 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 2 | 76 contacts → | ||||
Exact match “Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 3 | 25 contacts → | ||||
Exact match “Forward-thinking financial planners for individuals, families and business owners.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 4 | 19 contacts → | ||||
Exact match “Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “North Capital is an independent Private Investment Office located in Edinburgh.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Charlotte Square Investment Managers, Discretionary Investments with Distinction.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Straightforward financial planning and investment advice tailored to you.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “At Rossie House we specialise in discretionary investment management for private clients.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “GREYFRIARS INVESTMENTS LIMITED is an investment management company based out of 56 GEORGE STREET, EDINBURGH, United Kingdom.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “At RSQ everything is personal.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “We are a small, long established firm offering financial advice to individuals.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Considered financial planning and smarter investing ensures you live the life you want.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “wealth & asset management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 21 of 49 wealth & asset management companies based in Edinburgh, United Kingdom
See the full list, filter by size, metro and specialty, and access 431 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth & asset management companies based in Edinburgh, United Kingdom at a glance
As of Nov 3, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 49 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Edinburgh, United Kingdom whose business descriptions match “wealth & asset management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 431 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 3, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Wealth & asset management companies by metro in the United Kingdom
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth & asset management companies are there based in Edinburgh, United Kingdom?
RevenueBase identified 49 company matches for wealth & asset management companies associated with Edinburgh, United Kingdom as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Adam & Company, Part Of Canaccord Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United Kingdom has the most wealth & asset management companies?
London leads the United Kingdom with 913 company records, followed by Manchester (55) and Edinburgh (49).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 431 professional contacts with verified work emails tracked across these 49 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 3, 2026.
Ready to reach these companies? Verified emails and direct dials for all 49 wealth & asset management companies based in Edinburgh, United Kingdom. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 21 wealth & asset management companies based in Edinburgh, United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 49 matching company records for wealth & asset management companies based in Edinburgh, United Kingdom, with 7,648 tracked contacts and 431 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 3, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 wealth & asset management companies based in Edinburgh, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Adam & Company, Part Of Canaccord Wealthadamandcompany.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 128 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 |  Murray Beith Murray LLPmurraybeith.co.ukHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tweed Wealth Managementtweedwealth.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Forward-thinking financial planners for individuals, families and business owners.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Waverton Wealthwavertonwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  North Capitalnorthcapital.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“North Capital is an independent Private Investment Office located in Edinburgh.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Melville Independent PLCmi-plc.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Seven Street Wealth7sw.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 13 contacts → |
“We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hunter Wealth Managementhunterifa.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 11 contacts → |
“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Charlotte Square Investment Managerscsmanagers.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Charlotte Square Investment Managers, Discretionary Investments with Distinction.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  336 Financial Management LTD336fm.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 10 contacts → |
“336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hastings Investment Managementhastingsinvestment.comHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Hamiltonhamilton-financial.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Straightforward financial planning and investment advice tailored to you.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Clarity IFAclarityifa.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rossie House Investment Managementrossiehouse.comHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 8 contacts → |
“At Rossie House we specialise in discretionary investment management for private clients.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Oliver Asset Managementoliverassetmgmt.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Murray Asset Managementmurrayasset.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Greyfriars Investmentsgreyfriarsinvestments.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“GREYFRIARS INVESTMENTS LIMITED is an investment management company based out of 56 GEORGE STREET, EDINBURGH, United Kingdom.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  RSQ Wealth Management Limitedrsqwealth.comHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“At RSQ everything is personal.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Whites Financial Managementwhitesfm.co.ukHQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 2 contacts → |
“We are a small, long established firm offering financial advice to individuals.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Principal & Prosper Limitedprincipalandprosper.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Wealthflow Group Limitedwealthflow.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Considered financial planning and smarter investing ensures you live the life you want.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 49 company matches
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Wealth & asset management companies: dataset insights
November 3, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
48 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 49 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 3, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth & asset management companies by metro in the United Kingdom
Questions about this company list
What does Exact match mean for wealth & asset management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth & asset management companies did RevenueBase find based in Edinburgh, United Kingdom?
The saved snapshot records 49 matching company records, 7,648 tracked contacts and 431 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 3, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 21 wealth & asset management companies based in Edinburgh, United Kingdom. Snapshot: November 3, 2026. https://revenuebase.ai/companies/wealth-asset-management-companies/united-kingdom/edinburgh.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- New lists
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Company intelligence · public preview
Top 21 wealth & asset management companies based in Edinburgh, United Kingdom
RevenueBase records 49 matching company records for wealth & asset management companies based in Edinburgh, United Kingdom, with 7,648 tracked contacts and 431 verified work emails.
This public preview shows 21 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 3, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 21 wealth & asset management companies based in Edinburgh, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Adam & Company, Part Of Canaccord Wealthadamandcompany.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 128 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 2 | Murray Beith Murray LLPmurraybeith.co.uk HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 76 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tweed Wealth Managementtweedwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Forward-thinking financial planners for individuals, families and business owners.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Waverton Wealthwavertonwealth.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | North Capitalnorthcapital.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“North Capital is an independent Private Investment Office located in Edinburgh.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Melville Independent PLCmi-plc.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Seven Street Wealth7sw.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 13 contacts → |
“We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hunter Wealth Managementhunterifa.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 11 contacts → |
“We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Charlotte Square Investment Managerscsmanagers.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 10 contacts → |
“Charlotte Square Investment Managers, Discretionary Investments with Distinction.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 336 Financial Management LTD336fm.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 10 contacts → |
“336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hastings Investment Managementhastingsinvestment.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Hamiltonhamilton-financial.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Straightforward financial planning and investment advice tailored to you.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Clarity IFAclarityifa.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rossie House Investment Managementrossiehouse.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 8 contacts → |
“At Rossie House we specialise in discretionary investment management for private clients.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Oliver Asset Managementoliverassetmgmt.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Murray Asset Managementmurrayasset.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Greyfriars Investmentsgreyfriarsinvestments.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“GREYFRIARS INVESTMENTS LIMITED is an investment management company based out of 56 GEORGE STREET, EDINBURGH, United Kingdom.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RSQ Wealth Management Limitedrsqwealth.com HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 6 contacts → |
“At RSQ everything is personal.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Whites Financial Managementwhitesfm.co.uk HQ: Edinburgh, United KingdomReported employees: 1-10 | Edinburgh, United Kingdom | 1-10 | Exact match | 2 contacts → |
“We are a small, long established firm offering financial advice to individuals.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Principal & Prosper Limitedprincipalandprosper.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Wealthflow Group Limitedwealthflow.com HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Considered financial planning and smarter investing ensures you live the life you want.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 21 of 49 company matches
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Wealth & asset management companies: dataset insights
November 3, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
48 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 49 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 3, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth & asset management companies by metro in the United Kingdom
Questions about this company list
What does Exact match mean for wealth & asset management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth & asset management companies did RevenueBase find based in Edinburgh, United Kingdom?
The saved snapshot records 49 matching company records, 7,648 tracked contacts and 431 verified emails. The public preview displays 21 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 3, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 21 wealth & asset management companies based in Edinburgh, United Kingdom. Snapshot: November 3, 2026. https://revenuebase.ai/companies/wealth-asset-management-companies/united-kingdom/edinburgh.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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