WELREX - Crunchbase Company Profile & Funding

Q: Where is WELREX's headquarters?

WELREX is located in London, England, United Kingdom.

Overview

WELREX

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About WELREX

CB Rank

925813

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

Founded

obfuscation

Private

London, England, United Kingdom

1-10

welrex.com/

Financial Services

Wealth Management

Key People

John Longo, PhD, CFA: Director
Joe Clift: Chief Marketing Officer

Details

Legal Name

WELREX®

Operating Status

Active

Company Type

For Profit

Founders

Yevgeni Agerd

About the Company

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

Phone Number

+44 (0)333 006 9989

Contact Email

contact@welrex.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

WELREX Digital Wealth Management Platform

A digital platform enabling Independent Relationship Managers to manage and grow High Net Worth clients' investment portfolios with tailored solutions and multi-channel engagement.

Investment Services

A range of curated investment solutions including discretionary and advisory mandates, enabling portfolio personalization and access to diverse market options.