Twenty7Tec

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.

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

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

• Mortgage sourcing software
• Financial adviser CRM
• Mortgage data analytics
• Lead generation tools
• Lender product distribution

Headquarters

HQ city

Bournemouth

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. 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.
2. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels11 records

Core 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

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

AI capability6 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core.

• One Mortgage System (OMS)coreTechnology or Integration · 3 September 2025Strategic integration partnership renewal combining OMS CRM functionality with Twenty7tec's sourcing engine to streamline the mortgage process for brokers, supporting compliance and productivity.
• UinsurecoreTechnology or IntegrationBuilding and contents insurance provider integrated into the platform via PreQuo, offering insurance products starting from £8/month to mortgage customers through adviser recommendations.
• Microsoft / AzurecoreTechnology or IntegrationCloud infrastructure provider for ADVICE and RESEARCH products, operating in the UK.
• AWS (Amazon Web Services)coreTechnology or IntegrationCloud infrastructure provider for all products, operating in the UK.
• Snowflake Data WarehousecoreTechnology or IntegrationData warehouse provider for INSIGHT analytics platform, operating in the UK.

Scale indicators7 records

Recent moves8 records

Expansion highlights7 records

Direct 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

• Xx.com/Twenty7Tec
• Facebookfacebook.com/twenty7tec
• LinkedInlinkedin.com/company/twenty7tec-group
• Instagraminstagram.com/twenty7.tec
• TikToktiktok.com/@twenty7tec

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Twenty7Tec