Welrex
Digital investment management platform for independent relationship managers and their high-net-worth clients
Highlights
- New on EvolcAdded 2026-10-28
About Welrex
WELREX operates a digital wealth management platform on which Independent Relationship Managers build and run investment portfolios for their clients. Services include investment management, an end-to-end digital platform, legal and commercial frameworks, compliance and security, and operational support for the managers.
Its customers are independent relationship managers and the wealth owners they serve, with a focus on high-net-worth clients. Wealth owners are offered investment management with performance-linked charges and curated products. The company describes its model as a hybrid of technology and human advice.
WELREX was registered in the United Kingdom in 2017 and is headquartered in London. Its leadership includes a founder and CEO, a Chief Investment Officer who publishes market outlooks, a CFO, a COO and a senior compliance executive. The company was included in the 2024 WealthTech100 list.
Product: Digital wealth management platform with investment management services for independent relationship managers and their clients.
Jobs at Welrex
Leadership
- Glenn Berry · Chief Operating OfficerSource: company website
- Jonathan O'Brien · Chief Financial OfficerSource: company website
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Website technologies
Older, unverified list. Detection dates and supporting evidence are not yet available.
- Bootstrap
- Calendly
- Cloudflare
- Google Analytics 4
- Google reCAPTCHA
- WordPress
- jQuery