The 12 closest competitors and alternatives to Mattioli Woods among asset management companies — ranked by similarity to what Mattioli Woods actually does, not by market-cap band.
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Mattioli Woods is a British wealth management and employee benefit services company with multiple offices throughout the UK, including; Aberdeen, Belfast, Birmingham, Edinburgh, Glasgow, Leicester, Manchester and Newmarket. The company is owned by Pollen Street Capital.
Mattioli Woods is an asset management company headquartered in United Kingdom, founded in 1991. Xcout tracks 2 named people at Mattioli Woods, including Saira Chambers (Managing Director, Employee Benefits).
Ranked by semantic similarity — how close each company is to Mattioli Woods by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Railpen is the trading name of the Railways Pension Trustee Company Limited, which manages the investments and provides administration and governance for the UK railways industry’s pension schemes. It serves eligible current and former railway employees, pensioners, and participating rail-industry employers.
Similar asset management company
Praxis Group Limited provides professional services including private wealth management, corporate and fund administration, pensions and employer solutions, and yacht management services. The firm serves private individuals, families, and international corporate clients globally.
Financial Services (Insurance & Wealth Management)
Wesleyan Assurance Society is a financial services company headquartered in the West Midlands, United Kingdom, with offices in central Birmingham. It provides financial advice, investments, and pensions, and is authorized and regulated by the Prudential Regulation Authority.
Similar asset management company
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
Similar asset management company
Eight Financial Advice provides professional financial planning, pensions, investments, tax, insurance, mortgage, and later life care planning services for individuals and business owners. The firm helps clients build, grow, and protect their wealth through bespoke financial advice and regular plan reviews.
Similar asset management company
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
Similar asset management company
M&G plc operates as a global savings and investment firm through its subsidiaries, serving clients within the United Kingdom and across international markets. The company's operations are divided into two main divisions: Asset Management, and Retail and Savings. It offers a comprehensive range of solutions for retirement planning, savings, and investment management to both individual (retail) and institutional customers. Its product portfolio includes individual and corporate pension schemes, annuities, life insurance, and a variety of other savings and investment products. M&G caters to diverse clients, including individual savers and investors, financial advisers, paraplanners, and institutional investors. Formerly known as M&G Prudential PLC, the company officially changed its name to M&G plc in September 2019. Founded in 1848, M&G plc is based in London, United Kingdom.
Similar asset management company
Fidelity International is a global organization that provides investment solutions and retirement expertise for institutions, individuals, and their advisers. Its global headquarters have been located in Hamilton, Bermuda, since 1969. The company operates 44 offices across 28 countries.
Financial Services
True Potential is a UK-based wealth management and financial services firm providing investments, pensions, and financial advice.
Financial Services
New World Financial Holdings is a financial planning network operating in the UK that provides personal financial advice, retirement services, and subscription-based financial planning. The firm also serves businesses through workplace wellbeing programs, financial education, and exit strategies for owners.
Financial Services
Scottish Widows Platform provides investment and retirement services to financial advisers and their clients in the United Kingdom.
Fintech
PensionBee Group plc is a London-based direct-to-consumer fintech firm, established in 2014, specializing in online pension management for individuals across the United Kingdom. Through its proprietary digital platform, clients are empowered to consolidate their various retirement pots, invest them across a selection of diverse online plans, project their future retirement savings, and facilitate withdrawals. The company also extends bespoke services, including the division of pension assets during divorce proceedings, early access to funds in cases of serious illness, and complete fund access within their first year as an invested customer.
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