Evotra
Evotra is a firm that assists wealth management businesses with their technology. They offer services such as consultancy, project management, and training to support the implementation and operation of wealth management technology solutions.
- Data Services
- Programme Management
- Client portal rollouts
- Business Readiness and Training
- Wealth Tech Consultancy Services
- Xplan specialist consultancy services
Locations
Digital Popularity
Social Media
LinkedIn781 Followers
Competitors
ALFRED DUNN provides tailored financial advice to navigate the complexities of the UK budget announcement.
RX Partners is a Private Office managing the affairs of its Principals, focusing on global connectivity and trusted relationships to preserve and generate value.
Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
Opus Una FSC is a consulting firm specialising in wealth management and technology solutions.
Company Details
Evotra is operated by Evotra Ltd and is a Active company incorporated on 17 September 2020 with the registered office located in London, Greater London. Evotra Ltd was registered 4 years ago.
Status
Active
Size
Micro
Directors
2
Age
4 years old
Employees
16
Turnover
Unreported
Total Assets
£589.84K
Cash in Bank
£285.75K
Total Liabilities
-£230.74K
Teams
18
13
11
4
3
1
Co-Founder And Managing Director • Joined Sep 2020
Co-Founder And Chief Operating Officer • Joined Sep 2020
Executive Assistant • Joined Aug 2022
Project Manager Consultant • Joined Feb 2025
Head Of People And Culture • Joined Sep 2022
Configuration Specialist • Joined Jun 2023
Consultant • Joined Jan 2023
Consultant • Joined Jan 2022
Consultant • Joined Dec 2024
Consultant • Joined Oct 2022
Project Manager Consultant • Joined Feb 2025
Consultant • Joined Jan 2023
Consultant • Joined Jan 2022
Consultant • Joined Dec 2024
Consultant • Joined Oct 2022
Consultant • Joined Oct 2022
Consultant • Joined Oct 2022
Consultant • Joined Oct 2023
Consultant • Joined Sep 2022
Consultant • Joined Jan 2025
Co-Founder And Managing Director • Joined Sep 2020
Co-Founder And Chief Operating Officer • Joined Sep 2020
Project Manager Consultant • Joined Feb 2025
Head Of People And Culture • Joined Sep 2022
Executive Assistant • Joined Aug 2022
Co-Founder And Managing Director • Joined Sep 2020
Consultant • Joined Jan 2023
Consultant • Joined Jan 2022
Consultant • Joined Dec 2024
Consultant • Joined Oct 2022
Consultant • Joined Oct 2022
Consultant • Joined Oct 2022
Consultant • Joined Oct 2023
Consultant • Joined Sep 2022
Consultant • Joined Jan 2025
Configuration Specialist • Joined Jun 2023
Data Migration Consultant • Joined Jul 2023
Data Migration Consultant • Joined Jul 2022
View 18 members