About us
In the beginning
Evotra was founded by Sally and Depesh who met while working on the same complex transformation programme. With years of experience across investment management, financial planning, financial technology, data migrations, training and management consultancy, they understood more than most about the challenges that wealth managers face with their technology. And importantly, they knew how to overcome these.
So in 2020 – in the midst of the pandemic – Evotra was founded with the goal of bringing together an exceptional team who could work side by side with businesses to ensure they make a success of their technology.
Fast forward to today and that’s exactly what Evotra is doing. We’re here to help you make a success of your technology by managing transformations, implementing new technology and supporting you with everyday operations.
Founders
Our storyFounders
Sally Merritt
Chief Executive OfficerSally Merritt
Chief Executive OfficerSally holds Level 7 Wealth Management qualifications and has previously held Chartered Fellow status with the CISI. As a business readiness expert, Sally works closely with stakeholders at all levels to design a training and adoption programme that’s right for your business, ensuring a group of champions is established and kept engaged throughout the programme to help drive implementation and adoption across business practitioners.
Depesh Pankhania
Chief Operating OfficerDepesh Pankhania
Chief Operating OfficerDepesh built a successful career as a management consultant specialising in Banking Operations, before moving into Wealth to deliver large-scale complex programmes including transformation programmes, back office and custody outsourcing, mergers and acquisitions, investment management solutions and core financial planning and CRM platforms. Depesh is highly experienced at full lifecycle delivery, process improvement and influencing stakeholders to board level. He is also an expert at managing 3rd party vendors and commercial arrangements.
Here's what others say about us
Team
We’d love to help your business make a success of its technology
For a chat, please get in touch
020 3410 1966 [email protected]Our mission and values
Our mission is to make technology a success for wealth management businesses and their clients
Our values are the beliefs and principles that guide our behaviour and decision-making. They are what is important and meaningful to us as a team. We use them in our team meetings, for our individual objectives and appraisals, and to guide our strategic business decisions.
Collaborative
Together, we are better. We achieve success by working together and sharing our skills, ideas, and diverse perspectives to innovate and solve complex problems.
Knowledgeable
Evotra’s clients depend on the skills, expertise, and experience we have in our chosen fields and our ability to apply our knowledge to achieve great results. We champion continuous learning, practice, and improvement throughout our organisation, encourage knowledge-sharing and collaboration, and prize creativity and innovation.
Accountable
We are accountable for everything we do, holding ourselves to the highest standards and taking ownership of and responsibility for our actions.
Passionate
Passion for what we do is at the heart of Evotra’s success. We are passionate about the value of transformation programmes, about using our skills to ensure our clients succeed, and about creating an environment where our people can flourish.
Creative
We are original thinkers and natural innovators, questioning, exploring, and collaborating to come up with new, different, or better perspectives and ways of doing things.
Inclusive
Everyone counts. We are welcoming and supportive, embracing, valuing, and respecting the diversity of our colleagues, clients, and business partners. We champion and draw strength from different ideas, opinions, and perspectives.