WELREX

welrex-logo

The WELREXยฎ portal can be used by Independent Relationship Managers (IRMs) and High Net Worth Individuals to meet their respective wealth management and business goals.

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WELREX

Social Links:

Industry:
Financial Services Wealth Management

Founded:
2019-01-01

Address:
London, England, United Kingdom

Country:
United Kingdom

Website Url:
http://www.welrex.com

Total Employee:
1+

Status:
Active

Contact:
+44 (0)333 006 9989

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Google Tag Manager WordPress Content Delivery Network


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Current Advisors List

keith-willey_image

Keith Willey Strategic Advisor @ WELREX
Advisor
2019-01-01

Current Employees Featured

john-longo-phd-cfa_image

John Longo, PhD, CFA
John Longo, PhD, CFA Director @ WELREX
Director
2021-01-01

joe-clift_image

Joe Clift
Joe Clift Chief Marketing Officer @ WELREX
Chief Marketing Officer
2022-02-01

yevgeni-agerd_image

Yevgeni Agerd
Yevgeni Agerd Founder & CEO @ WELREX
Founder & CEO
2018-01-01

stephen-ashworth_image

Stephen Ashworth
Stephen Ashworth Investment Director - Digital Assets & Cryptocurrency @ WELREX
Investment Director - Digital Assets & Cryptocurrency
2021-12-01

lorenzo-caffari_image

Lorenzo Caffari
Lorenzo Caffari Chief Digital Officer @ WELREX
Chief Digital Officer
2022-02-01

Founder


yevgeni-agerd_image

Yevgeni Agerd

Official Site Inspections

http://www.welrex.com

  • Host name: 141.193.213.10
  • IP address: 141.193.213.10
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "WELREX"

Home - WELREX

Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. WELREX® Ltd is authorised and regulated by the Financial Conduct Authority under reference โ€ฆSee details»

About - WELREX

WELREX ® is the only player in the market aspiring to become the digital Wealth Management marketplace of choice for IRMs and their HNW clients.. Most platforms are for local market โ€ฆSee details»

For Wealth Owners - WELREX

Digital end-to-end platform. From digital onboarding to multi-custody reporting and everything in the middle, we have you covered. The WELREX ® platform features a multi-channel engagement model using all relevant tools - for โ€ฆSee details»

WELREX - Crunchbase Company Profile & Funding

Contact Email [email protected] Phone Number +44 (0)333 006 9989 The WELREX® portal can be used by Independent Relationship Managers (IRMs) and High Net Worth Individuals to โ€ฆSee details»

WELREX - LinkedIn

WELREX Financial Services London, England 1,302 followers WELREX is an end-to-end digital investment platform for Independent Relationship Managers and their HNW clientsSee details»

WELREX - Contacts, Employees, Board Members, Advisors

WELREX is an end to end digital wealth management platform for Independent Relationship Managers and their HNW clients.See details»

WELREX - Crunchbase

WELREX is an end to end digital wealth management platform for Independent Relationship Managers and their HNW clients.See details»

Welrex Says Business Model Taps Need For Change

Apr 11, 2023 Welrex also targets high net worth and UHNW individuals with investable assets from $1 million to $30 million. Geographically, it concentrates on RMs who service clients in โ€ฆSee details»

WELREX | FinovateEurope

WELREX is a game-changing digital wealth management platform that empowers Independent Relationship Managers (IRMs) to exceed clientsโ€™ expectations and enables High Net Worth โ€ฆSee details»

Contact - WELREX

If you are a Relationship Manager looking to move to the next level of wealth management, or a Wealth Owner looking for a modern approach to growing your wealth, please call us on +44 โ€ฆSee details»

WELREX - by Kirill Pyshkin - Kirill's views on the market

Nov 28, 2024 A fintech on a mission to disrupt the wealth management industry. If I summarise its potential attraction in my own words - if you are managing your own wealth, WELREX โ€ฆSee details»

Welrex Officially Launches Wealth Management Platform

Oct 18, 2022 Welrex consequently launched its platform, based on seven key factors, to maximise the flexibility of building a portfolio. These include cash, income, real assets, value, โ€ฆSee details»

WELREX - The Wealth Mosaic

WELREX® was created to fill an obvious market gap whereby Relationship Managers were not able to deliver what they want and Wealth Owners were not getting what they need. Our own โ€ฆSee details»

WELREX - Tech Stack, Apps, Patents & Trademarks - Crunchbase

Jul 15, 2024 WELREX is an end to end digital wealth management platform for Independent Relationship Managers and their HNW clients.See details»

WELREX - Products, Competitors, Financials, Employees, โ€ฆ

About WELREX. WELREX is a digital investment management platform operating in the financial services industry. The company provides a range of services including investment services, a โ€ฆSee details»

Investment services - WELREX

Portfolio management. WELREX ® provides an extensive set of portfolio management tools so that you can deliver a bespoke service to your client. The platform is behavioural finance โ€ฆSee details»

Digital end-to-end platform - WELREX

Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. WELREX® Ltd is authorised and regulated by the Financial Conduct Authority under reference โ€ฆSee details»

Welrex Officially Launches Wealth Management Platform

Against a challenging environment, last week Welrex officially launched its end-to-end digital wealth management platform, focused on investments for independent relationship managers โ€ฆSee details»

WELREX LTD Company Profile | LONDON, United Kingdom

Find company research, competitor information, contact details & financial data for WELREX LTD of LONDON. Get the latest business insights from Dun & Bradstreet.See details»

Insights - WELREX

Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. WELREX® Ltd is authorised and regulated by the Financial Conduct Authority under reference โ€ฆSee details»

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