Value proposition

The faster, simpler way to deepen client relationships.

Co-founders Charlie Henderson and Lucas Wurfbain first devised the idea for Relata whilst getting frustrated with the ineffective relationships in capital markets and investment management. They saw first hand how the market shifted from small tight-knit networks to larger but weaker ones, and became increasingly frustrated with the results of the shift. While on the hunt for a technology that generated high-performance insights that matched a company's financial insights, they soon realised that no such thing existed.

So the duo set to work on creating the solution. Since then, we’ve built the AI-powered Relata platform with real-time data capture at its core. Our insight-first approach provides intelligence that frees sales teams from gut-based decisions. That way, you don’t target the wrong people, take the wrong next action, and miss vital growth opportunities.

A few years later and we’ve grown the Relata team to over 20 ambitious individuals, opened offices in London, and massively advanced our state-of-the-art platform. But our core mission remains the same – to bring science to the art of relationship building, creating the best experiences for both customers and teams.

Client Intelligence, AI, Intelligent Systems, Business Intelligence, Analytics, Enterprise Technology, Machine Learning, #nomanualinputs, DataVision, Deep Learning, Data Analytics, Relationship Intelligence, Relationship Data, and Sales