Finance people who build technology
We have written research, sold it, run and built the platforms that financial institutions use to create and deliver it. Utrovia brings all of that to businesses of every size.
We have sat where you sit
Utrovia was founded by people who spent their careers at the intersection of investment research, sales and technology, and who knew how much time research, sales and client teams lose to tools that were never built for them.
Our platforms are designed around how financial businesses really work: many hands on one report, compliance at every step, every client conversation on record, deadlines measured in minutes, and clients who expect to be served well on any device. We combine real-world financial knowledge with proven technology delivery, so you get a platform that fits your business on day one and grows with it.
Our mission is simple: help financial businesses serve their clients better, whether they write research, sell it or look after client relationships, and build lasting client engagement on smart, secure and fully customised platforms.
IMG-04A research team talking through the numbers togetherimg/photos/about-team.jpg
A team with deep roots
Experience is the difference. You work directly with the people who understand your business and build your platform.
Decades at the intersection of finance and technology, including roles in top-tier investment banks. He has designed and delivered research systems, client portals, CRMs and conferencing platforms used by major global banks, at the heart of how they create research, serve their clients and run their events.
A former investment analyst with deep experience delivering fintech solutions to the sell-side. He understands both the technical and the analytical sides of the industry, and makes sure every client gets a platform tailored to them, and the service to match.
Operational and administrative experience across finance and technology keeps our delivery smooth, our systems efficient and our client relationships strong.
What you can expect from us
We understand your business
Ex-analysts and business analysts from the finance sector, who have worked alongside research, sales and client teams. We speak your language from the first meeting.
Your brand comes first
Your clients should see your firm, not ours. Every screen, report and email carries your identity.
Security by design
Operations and security practices from industry experts, built into the platform from the start.
A long-term partner
Ongoing support, regular updates and new features shaped by what you need next.
Let’s talk about your business
Whether you need the whole platform or just one part of it, such as Nexa CRM, we’d like to hear what you are trying to do.