Twenty7Tec
Twenty7Tec is a UK-based B2B fintech providing a cloud platform of mortgage sourcing, CRM, lead generation, lender analytics, and product distribution tools to 17,000 advisers and lenders, monetized via subscription and per-user licensing.
- Company typePrivate
- Founded2014
- HeadquartersBournemouth, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Twenty7Tec does
Twenty7Tec is a UK-based B2B fintech and advice technology company serving the mortgage industry. Founded in 2014 and headquartered in Bournemouth, the company provides a cloud-based platform built around five core products: RESEARCH (a mortgage sourcing engine monitoring over 31,000 live products across lenders), ADVICE (a CRM for intermediaries), CONNECT (B2C lead generation and engagement tools), INSIGHT (a data analytics and business intelligence platform for lenders, with the INSIGHT Pro tier adding predictive modeling and AI-driven insights), and GATEWAY (mortgage product distribution and advertising for lenders). The portfolio has been expanded through acquisitions, including Bluecoat Software (June 2022, which seeded the Finplan wealth-planning product), Meet Parker (January 2023, providing AI capabilities integrated into the Velocity platform for client retention and lead generation), and Broker Sense (January 2023, an affordability assessment tool covering nearly 100 lenders now embedded in the SOURCE research module).
The company monetizes primarily through recurring software subscriptions priced by user licence count and product modules, with annual price uplifts typically applied around November, plus usage-based fees for certain add-on modules. Its go-to-market combines enterprise field sales targeting lenders and large adviser firms (supported by a dedicated National Sales Manager) with a self-serve cloud platform (Cloud Twenty7/MortgageSource) for mid-market advisers, complemented by an integration partner channel including One Mortgage System (OMS), JammJar, Underwriteme, Smartsearch, and Uinsure. The platform serves 17,000 advisers processing 2,000,000 mortgage searches per month, with 20+ integration partners and a cloud infrastructure built on Microsoft Azure, AWS, Snowflake, and Sigma.
The company operates primarily in the United Kingdom with early international reach into the Far East via Velocity, employs 110 people, and is privately held under Twenty7Tec Group Limited. It raised approximately $21.6 million in a Series A from Business Growth Fund in September 2024.
Twenty7Tec firmographics
Firmographics- Name
- Twenty7Tec
- Legal name
- Twenty7Tec Group Limited
- Website
- https://twenty7tec.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Twenty7Tec is a UK-based B2B fintech providing a cloud platform of mortgage sourcing, CRM, lead generation, lender analytics, and product distribution tools to 17,000 advisers and lenders, monetized via subscription and per-user licensing.
- Ownership category
- akta.pro rank
Twenty7Tec industry classification
Industry- Product category
- Mortgage Technology Software
- NAICS
- Real Estate Credit (522292), Credit Intermediation and Related Activities (522)
- SIC
- Mortgage Bankers & Loan Correspondents (6162), Loan Brokers (6163)
- akta.pro primary industry
- Mortgage Comparison, Marketplace & Rate-Shopping Platforms (FSALABAJ)
- akta.pro secondary industries
- Mortgage Point-of-Sale (POS) & Borrower Intake Portals (FSALALAD), Mortgage Lead Generation & Marketing Intermediaries (FSALABAI), Automated Valuation Models (AVM) & Property Data/Analytics (FSALALAJ)
Keywords
Where Twenty7Tec is headquartered
LocationHeadquarters
- HQ city
- Bournemouth
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Twenty7Tec business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Software Subscription (SaaS): Subscription-based access to software modules including RESEARCH, ADVICE, CONNECT, INSIGHT, and GATEWAY. Fees are set out in Product Licence Agreements, with annual pricing that may increase each year around November.
- User Licence Fees: Per-user licensing model where clients purchase User Licences for Approved Users to access the software. Number of licences determines the fee tier, with pro-rata invoicing for additions mid-contract.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | User-based subscription model with variable pricing based on licence count and modules selected. |
| Usage-based | Monthly | Additional services and add-on modules may be subject to time and materials pricing. |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels11 records
Twenty7Tec product offering
Product offeringCore offering
Twenty7Tec provides a cloud-based SaaS technology ecosystem for the UK mortgage and wealth advisory industry, offering mortgage product sourcing (RESEARCH), intermediary CRM (ADVICE), B2C lead generation (CONNECT), data analytics (INSIGHT), and lender product distribution (GATEWAY). The platform serves 17,000 advisers processing 2 million mortgage searches monthly across 31,000+ live products.
Product overview
Twenty7Tec is a financial technology platform providing an ecosystem of products for advisers, lenders, and wealth management professionals. The offering is a platform-plus-modules architecture comprising core products: RESEARCH (mortgage sourcing), ADVICE (CRM), CONNECT (B2C lead generation), INSIGHT (data analytics), and GATEWAY (lender product distribution/advertising). Key add-ons include ADAPT (premium RESEARCH upgrade for product monitoring) and Cloud Twenty7/MortgageSource (cloud platform access). The portfolio has been expanded through acquisitions: Meet Parker's AI technology integrated into Velocity platform for client retention and lead generation; Broker Sense affordability platform integrated into SOURCE research module; and Bluecoat Software's Finplan for wealth management. The platform serves 17,000 advisers, processes 2,000,000 mortgage searches monthly, and maintains 20 integration partners.
Differentiator
Problem solved
Functional benefit
Brands
- RESEARCH: Mortgage sourcing platform for advisers to research and compare mortgage products
- ADVICE
- CONNECT
- INSIGHT
- GATEWAY
- SOURCE
- Velocity
- Finplan
Products and services
- RESEARCH (Mortgage Sourcing) Cloud-based mortgage sourcing platform that enables mortgage advisers to search and compare products across multiple lenders, monitor over 31,000 live mortgage products, and integrate with third-party tools such as OMS and JammJar.
- ADVICE (CRM) CRM solution for mortgage and wealth intermediaries that provides client management and advisory workflow capabilities, supporting compliance and productivity for advisers.
- CONNECT (B2C Solutions) B2C solutions providing lead generation and client engagement tools for advisers to connect with potential mortgage customers through digital channels.
- INSIGHT (Data Analytics)
Quantifiable outcome
- 2,000,000 mortgage searches per month processed through the platform
- +3 more outcomes
Companies that use Twenty7Tec
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Twenty7Tec technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration18 records
AI capability6 records
Feature7 records
Twenty7Tec partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- One Mortgage System (OMS)coreStrategic integration partnership renewal combining OMS CRM functionality with Twenty7tec's sourcing engine to streamline the mortgage process for brokers, supporting compliance and productivity.
- UinsurecoreBuilding and contents insurance provider integrated into the platform via PreQuo, offering insurance products starting from £8/month to mortgage customers through adviser recommendations.
- Microsoft / AzurecoreCloud infrastructure provider for ADVICE and RESEARCH products, operating in the UK.
- AWS (Amazon Web Services)coreCloud infrastructure provider for all products, operating in the UK.
- Snowflake Data WarehousecoreData warehouse provider for INSIGHT analytics platform, operating in the UK.
Scale indicators7 records
Recent moves8 records
Expansion highlights7 records
Twenty7Tec competitors and assessment
Company assessmentDirect peers
- Mortgage Brain: One of the original UK mortgage sourcing and point-of-sale platforms, serving advisers with product comparison and case management. Directly competes with Twenty7Tec's RESEARCH and ADVICE products in the UK intermediary channel.
- DecisioningIT: UK mortgage origination, decisioning, and sourcing technology provider for advisers and lenders. Closely comparable to Twenty7Tec's RESEARCH and lender-side offerings in the UK specialist and intermediary mortgage market.
- One Mortgage System (OMS): UK mortgage CRM and point-of-sale platform tightly integrated with Twenty7Tec's sourcing engine. Operates as both partner and adjacent competitor in the adviser CRM/POS segment.
- Mortgage Engine: UK mortgage point-of-sale and origination system for advisers and networks. Overlaps with Twenty7Tec on ADVICE CRM and the wider adviser workflow stack.
- Aspect 8: UK mortgage sourcing and affordability platform serving advisers. Directly comparable to Twenty7Tec's RESEARCH and Broker Sense offering for the intermediary market.
- eKeeper (Intelliflo): UK platform providing sourcing, CRM, and back-office tools to mortgage advisers and networks. Overlaps with Twenty7Tec on RESEARCH sourcing and ADVICE CRM workflows.
Broad incumbents
- Iress Mortgage Solutions: Global financial software provider with a UK mortgage workflow and sourcing suite (formerly Trigold/Dynamo). Competes with Twenty7Tec across sourcing and CRM while offering broader wealth and trading software globally.
- SimplyBiz (Defaqto / Analytical Solutions): UK compliance, research, and adviser support group providing sourcing and product data tools (including via Defaqto). Competes with Twenty7Tec on the product data and research side serving advisers and networks.
Emerging players
- Habito: UK digital mortgage broker and lender with proprietary technology for direct-to-consumer advice. Comparable in underlying mortgage tech capability, though competing more on the consumer-facing side than the adviser platform layer.
- Haysto: UK specialist mortgage broker for self-employed and complex cases, using technology-driven affordability and sourcing workflows. Comparable to Twenty7Tec's Broker Sense affordability and SOURCE research proposition.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Twenty7Tec social profiles
Digital presenceTwenty7Tec compliance and trust
Trust signalCompliance1 record
Twenty7Tec financial estimates
Financial estimateRevenue estimate
Valuation estimate
Twenty7Tec leadership team
Management profileNumber of profiles
Profiles5 records
Twenty7Tec subsidiaries and ownership
Company hierarchySubsidiaries6 records
Twenty7Tec funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Twenty7Tec M&A and investment
M&A and investmentM&A3 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Twenty7Tec
What does Twenty7Tec do?
Twenty7Tec provides a cloud-based SaaS technology ecosystem for the UK mortgage and wealth advisory industry, offering mortgage product sourcing (RESEARCH), intermediary CRM (ADVICE), B2C lead generation (CONNECT), data analytics (INSIGHT), and lender product distribution (GATEWAY). The platform serves 17,000 advisers processing 2 million mortgage searches monthly across 31,000+ live products.
Is Twenty7Tec a public or private company?
Twenty7Tec is a private company. It is classified as venture growth investor backed and is currently operating.
When was Twenty7Tec founded?
Twenty7Tec was founded in 2014. It employs 101 to 250 people.
Where is Twenty7Tec based?
Twenty7Tec is headquartered in Bournemouth, United Kingdom, in the Europe region.
How does Twenty7Tec make money?
Two revenue lines are on record. Software Subscription (SaaS) is the primary driver. The others are user Licence Fees.
Who are Twenty7Tec's main competitors?
Direct peers on record are Mortgage Brain, DecisioningIT, One Mortgage System (OMS), Mortgage Engine, Aspect 8 and eKeeper (Intelliflo). Broad incumbents are Iress Mortgage Solutions and SimplyBiz (Defaqto / Analytical Solutions). Emerging players are Habito and Haysto.
Does Twenty7Tec have an API?
Yes. Twenty7Tec offers a REST API that allows clients to integrate with its platform. The API enables third-party systems to access mortgage product data, submit applications, and integrate with Twenty7Tec's RESEARCH sourcing engine. The Standard Terms & Conditions explicitly cover API usage, including API Calls, API Limits, API Key authentication, and restrictions on combining the API with AI-related technologies or large language models. The API is subject to upgrades and changes and does not guarantee compatibility with third-party software or technology. Developer documentation is at mortgagesource.twenty7tec.com.
What industry is Twenty7Tec in?
Twenty7Tec's product category is Mortgage Technology Software. Its primary akta.pro industry code is FSALABAJ, Mortgage Comparison, Marketplace & Rate-Shopping Platforms, with a secondary code of FSALALAD, Mortgage Point-of-Sale (POS) & Borrower Intake Portals. Its NAICS code is 522292 and its SIC code is 6162.