EValue is a company that provides technologies helping to guide customers through their finance options. It develops an advice and guidance platform that uses an asset model to drive informed investment decisions. The company aims to help clients personalize the customer experience and reduce the delivery time.

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HQNewbury, GB
EValue was founded in 1993 and is headquartered in Newbury, GB

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Key People/Management at EValue

Ashok Gupta

Ashok Gupta

Bruce Moss

Bruce Moss

Chet Velani

Chet Velani

Managing Director
Gary Wheeler

Gary Wheeler

Chief Commercial Officer
Michael Holland

Michael Holland

Sarah Mason

Sarah Mason

Chief Operating Officer
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EValue Office Locations

EValue has offices in Newbury and London
Newbury, GB (HQ)
Benyon House, Newbury Business Park
London, GB
50 Liverpool St
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EValue Financials and Metrics

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Founding Date


EValue Online and Social Media Presence

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EValue Blogs

Increase your customer engagement with a digital retirement planning solution

With the greater freedoms comes more complexities, as people with limited financial knowledge may struggle with where to start. And worse still, they could put their pensions and financial security at risk by going through and attempting to manage their pensions themselves. The demand fo…

Considering your clients' changing preferences for ESG investing

Since the beginning of the pandemic, consumers are making more sustainable choices in their daily lives, changing simple things such as shopping locally to reduce their carbon footprint, recycling household waste, living more sustainably to reduce waste, and choosing greener ways to trav…

The significance of choosing sustainable income funds in drawdown

Few financial decisions carry greater importance to your client than selecting how to draw their defined contribution pension benefits. And your role in helping them choose the correct product and/or strategy is paramount to ensuring their income needs remain met for the duration of reti…

Why matching funds to your clients' attitude to risk is so important

These days, swathes of younger people engaging in high-risk investments such as foreign exchange, cryptocurrencies, and meme stocks such as Gamestop are shining a bright light on the dangers of investing in volatile assets risks are poorly understood.

EV listed in WealthTech100 for the third consecutive year

We are proud to announce that specialist research firm FinTech Global has for the third consecutive year featured us in their annual WealthTech100 list. Featuring technology providers across financial planning, customer engagement, and investment solutions, to name but a few.

UK Capital Market Assumptions and Summary: April 2021

Below we provide a brief market summary. A download link to the full report is also available.
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EValue Frequently Asked Questions

  • When was EValue founded?

    EValue was founded in 1993.

  • Who are EValue key executives?

    EValue's key executives are Ashok Gupta, Bruce Moss and Chet Velani.

  • How many employees does EValue have?

    EValue has 78 employees.

  • Who are EValue competitors?

    Competitors of EValue include TADA, TelosTouch and Smart Money People.

  • Where is EValue headquarters?

    EValue headquarters is located at Benyon House, Newbury Business Park, Newbury.

  • Where are EValue offices?

    EValue has offices in Newbury and London.

  • How many offices does EValue have?

    EValue has 2 offices.