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Evotra

Technology transformation, CRM data migration and ongoing software support for UK wealth management firms

London, United KingdomFounded 2020evotra.co.ukWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-05

About Evotra

Evotra provides technology transformation services for wealth management businesses. Its work covers programme delivery, system implementation, data migration, business readiness and training, and post go-live support. It also runs rEsolve, a software-specific support service for firms that already use their chosen platforms.

Its customers are wealth management and financial planning firms in the UK, including firms integrating acquired businesses. Evotra sells consulting engagements and rEsolve support. Platforms it works with include Xplan, Curo, Plannr, Intelliflo and Moneyinfo, and it builds Power BI reporting.

Evotra was founded in 2020 by Sally Merritt and Depesh Pankhania and is headquartered in London.

Product: Consulting-led technology transformation and implementation services, plus rEsolve ongoing software-specific support.

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Website technologies

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