Welrex

Digital investment management platform for independent relationship managers and their high-net-worth clients

London, United KingdomFounded 2017welrex.comWebsite technologies

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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.

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Website technologies

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  • Bootstrap
  • Calendly
  • Cloudflare
  • Google Analytics 4
  • Google reCAPTCHA
  • WordPress
  • jQuery