TWENTY7TEC Group

Configurable CRM, sourcing and lead-generation software for UK mortgage, protection and wealth advice firms and lenders

Bournemouth, United KingdomFounded 2013twenty7tec.com Website technologies

Highlights

New on EvolcAdded 2026-10-30

About TWENTY7TEC Group

TWENTY7TEC Group provides configurable technology for UK financial services firms. Its ADVICE platform is a CRM covering onboarding, workflows, compliance, integrations, commission reconciliation and reporting across mortgage, protection and wealth. The group also offers RESEARCH for product sourcing, CONNECT for web tools and enquiry capture, and Steppl for smartphone-based client engagement.

Its customers are mortgage, protection and wealth advisers, along with lenders. Lenders can use INSIGHT Pro for market data analytics and GATEWAY for product distribution to advisers. The homepage cites over 15,000 advisers and 100+ lenders using its solutions.

The company was founded in 2013 and is headquartered in Bournemouth. It secured a £16.5 million investment from BGF in 2024 and reported over 110 employees in 2025.

Product: ADVICE CRM, RESEARCH product sourcing, CONNECT lead-generation web tools, Steppl client engagement platform, INSIGHT Pro lender analytics and GATEWAY lender product distribution.

Jobs at TWENTY7TEC Group

No open positions listed right now.

Leadership

James Tucker · Chief Executive Officer
Source: company website
Clive Beattie · Chief Finance Officer
Source: company website
Toni Robinson-Bowring · Chief Product Officer
Source: company website
Chad Prouten · Director of Engineering
Source: company website
Tom Pearson · Director of People
Source: company website

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