WELREX is a game-changing digital investment management platform, aimed at entrepreneurial Independent Relationship Managers (IRMs).

It empowers IRMs to conduct their own sustainable Wealth Management business, to exceed their High Net Worth (HNW) clients’ expectations, and enables those Wealth Owners to make the most of their wealth.
Licensed by the UK’s Financial Conduct Authority, WELREX provides investment services and tailored solutions to IRMs and their HNW clients via a proprietary user experience on top of an established SAAS platform, which has been configured to reflect IRM and client best interests.
WELREX® was created to fill an obvious market gap whereby Relationship Managers in Wealth Management are not able to deliver what they want, and Wealth Owners are not getting what they need. Our own experience of servicing clients in institutional Wealth Management firms convinced us that the industry was not serious about delivering a service model which could deliver optimum value to Wealth Owners and enable Relationship Managers to develop their own successful business, to deliver on mutual best interests.
Relationship Managers (RMs) remain a critical part of the Wealth Management journey as they are responsible for generating revenue. Currently, RMs are frustrated by several challenges: not legally owning their client book, being overworked with rising and very ambitious targets, being underpaid relative to the revenue they generate, and lacking flexibility in their working arrangements. WELREX empowers RMs to become truly independent with a turnkey platform enabling them to legally own their client book, set their own targets, be more productive by focusing primarily on servicing clients and growing their business and get transparently compensated for the business they generate.
WELREX provides an intuitive digital Wealth Management platform with an investment focus across traditional, alternative, and digital asset classes, including crypto. Machine Learning and Artificial Intelligence platform functionality is currently in development to further enhance the investment function.
WELREX aims to become the digital wealth management marketplace of choice for IRMs and their HNW clients.

Company Details


Wealth Management




Q3 2019



Amount raised


FCA discretionary and advisory for professional and retail clients license obtained Oct 2019

Working product delivered

First batch of direct HNW clients on-boarded, accounts opened, investment services rendered, recurring revenue is delivered

Public/press launch Oct 2022

Last Updated

March, 2023

Founding Team

Yevgeni Agerd

Founder & CEO

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