Evotra

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

London, United KingdomFounded 2020evotra.co.uk Website technologies

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.

Jobs at Evotra

No open positions listed right now.

Leadership

Sally Merritt · Chief Executive Officer
Source: company website
Depesh Pankhania · Chief Operating Officer
Source: company website

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Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

Content delivery

CloudflareHigh confidence
First detected
5 Nov 2026
Last detected
5 Nov 2026
Last checked
5 Nov 2026
Detection evidence
- Response headerserver
- Response headerserver
- Response headerserver

Content management

WordPressHigh confidence
First detected
5 Nov 2026
Last detected
5 Nov 2026
Last checked
5 Nov 2026
Detection evidence
- Website resourcedeclared script/iframe or software asset

CRM & customer data

HubSpotHigh confidence
First detected
5 Nov 2026
Last detected
5 Nov 2026
Last checked
5 Nov 2026
Detection evidence
- Website resourcedeclared script/iframe or software asset
- Website resourcedeclared script/iframe or software asset
- Website resourcedeclared script/iframe or software asset

Forms

Contact Form 7High confidence
First detected
5 Nov 2026
Last detected
5 Nov 2026
Last checked
5 Nov 2026
Detection evidence
- Website resourcedeclared script/iframe or software asset

Frontend frameworks

jQueryHigh confidence
First detected
5 Nov 2026
Last detected
5 Nov 2026
Last checked
5 Nov 2026
Detection evidence
- Website resourcedeclared script/iframe or software asset

Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.