Relata
Relata, a product of UK-based FeedStock Ltd, is an AI-powered relationship intelligence SaaS platform that uses proprietary NLP to automatically capture email and meeting data, map client networks, and surface relationship health insights for enterprise financial services, insurance, and professional services firms.
- Company typePrivate
- Founded2015
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Relata does
Relata, a product brand of UK-registered FeedStock Ltd (Company No. 09604780), is an AI-powered relationship intelligence platform founded in 2015 and headquartered in London. The company operates two main product lines: Synapse, an Enterprise Relationship Intelligence platform that automatically captures and classifies over 3,000 email and meeting data points per user per day to map organizational networks and monitor client relationship health; and Cortex, a research intelligence solution for buy-side and sell-side firms that uses machine learning to track research consumption, inducement rates, and MiFID II compliance. Supporting surface includes Relata Dashboards for visual analytics and Relata APIs (OpenAPI/Swagger) that automatically populate CRM systems with extracted contacts, activity, and relationship statistics. The underlying technology stack consists of proprietary, domain-trained NLP models covering financial NER, sentiment analysis, custom topic modeling, insurance submission classification, and financial research classification, with integrations to Microsoft Graph and Bloomberg as core data sources.
Relata sells exclusively to enterprise customers in financial services, insurance, asset management, wealth management, law firms, executive search, and broader professional services. The go-to-market is direct enterprise field sales with no public pricing; contracts are custom-quoted on an annual subscription basis and bundle implementation and customization services. Named customers include IQUW, Jupiter Asset Management, 121 Group, Redburn Atlantic, a "Leading Global Bank", a Lloyds Syndicate Underwriter, and an unnamed wealth management firm. Documented outcomes include 10x more client data captured than traditional CRM workflows, 30% of front-office time saved, $70,000+ closed by a single account manager in their second month, 50% reduction in investment research spend, and 90% reduction in inducement risk.
The business is privately held and venture-backed, with total disclosed equity funding of approximately $5.4M across rounds in 2017 (Illuminate Financial, ~$924K), 2018 (~$1.26M), and 2019 (Praetura Ventures lead, ~$3.25M). The company holds ISO 27001 certification (over 7 years, UKAS-accredited) and Cyber Essentials certification, supporting sales into regulated financial institutions.
Relata firmographics
Firmographics- Name
- Relata
- Legal name
- FeedStock Ltd
- Website
- https://relata.ai
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Relata, a product of UK-based FeedStock Ltd, is an AI-powered relationship intelligence SaaS platform that uses proprietary NLP to automatically capture email and meeting data, map client networks, and surface relationship health insights for enterprise financial services, insurance, and professional services firms.
- Ownership category
- akta.pro rank
Relata industry classification
Industry- Product category
- Relationship Intelligence Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ), Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI)
Keywords
Where Relata is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Relata business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Subscription: Software-as-a-service subscription model providing access to dashboards, APIs, and NLP features. Customers pay for the relationship intelligence platform on a recurring basis. Implementation and customization services are bundled as part of enterprise onboarding.
- Professional Services: Bespoke implementation, customization, and integration services delivered during onboarding. Cloud-based hosting solutions with modular system architecture tailored to client requirements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing - custom quote-based tier |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Relata product offering
Product offeringCore offering
Relata is an AI-powered relationship intelligence SaaS platform that automatically captures and analyses email and communication data to map organisational networks and client relationships. It delivers dashboards, APIs and domain-trained NLP models that surface relationship health, contact engagement and cross-sell signals, and it enriches existing CRM systems with no manual input required. Core product brands include Synapse (enterprise relationship intelligence) and Cortex (research consumption and MiFID II intelligence for financial firms).
Product overview
Relata is a relationship intelligence SaaS platform consisting of two main product lines: Synapse (Enterprise Relationship Intelligence system) and Cortex (Research intelligence for financial services). The platform is offered through web-based Dashboards and REST APIs that integrate with CRM systems. Core capabilities include automated NLP-powered data capture from email streams, relationship scoring, network mapping, and actionable AI-driven insights. Synapse serves broad B2B client relationship management use cases while Cortex targets investment research consumption tracking and MiFID II compliance.
Differentiator
Problem solved
Functional benefit
Products and services
- Synapse
- Cortex
- Relata Dashboards
- Relata APIs
Quantifiable outcome
- Account Manager closed $70,000+ in business in second month of usage
- +12 more outcomes
Companies that use Relata
Customer profileNamed customers8 records
Segments8 records
Ideal customer profiles6 records
Relata technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability5 records
Feature11 records
Relata partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- MS GraphcoreMicrosoft Graph integration allowing Relata to automatically sync emails and meetings, capturing organizational communication data for relationship intelligence analysis.
- BloombergcoreBloomberg integration mentioned as part of key data source options for building detailed relationship views.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Relata competitors and assessment
Company assessmentDirect peers
- 4Degrees: 4Degrees provides a relationship intelligence platform that maps who-knows-whom and surfaces relationship strength from email and calendar data. Direct overlap with Relata in automating CRM enrichment and surfacing relationship health for professional services clients.
- Affinity: Affinity is an AI-driven relationship intelligence CRM for dealmakers (PE, banking, consulting) that auto-captures email/calendar activity and surfaces warm intro paths. It is the closest direct competitor to Relata's Synapse platform and competes for the same enterprise relationship-intelligence wallet.
- Boardroom Insiders (now part of Datasite): Boardroom Insiders/Relationship Science (RelSci) offers relationship intelligence and curated executive/board-level contacts for wealth managers, advisors and dealmakers. Direct competitor for the wealth management and advisor use case that Relata targets.
Broad incumbents
- ZoomInfo: ZoomInfo is the dominant B2B contact, intent and relationship intelligence platform — a broad incumbent that competes with Relata on CRM data quality enrichment and account/contact intelligence across enterprise B2B customers.
- Salesforce Einstein / Sales Cloud: Salesforce is the incumbent CRM platform where Relata's customers live; Einstein/Copilot-style AI features now provide native relationship intelligence that competes directly with Relata's Synapse value proposition of CRM augmentation.
- Microsoft Viva Sales / Copilot for Sales: Microsoft's Viva Sales and Copilot for Sales embed AI-driven CRM intelligence into Dynamics 365 and the Microsoft 365 environment — the very data source (MS Graph) on which Relata depends — making Microsoft both a critical integration partner and a competitive threat.
Emerging players
- Cognism: Cognism provides B2B contact and revenue intelligence with particular strength in the EMEA financial services vertical. Overlaps with Relata on financial-services customer base and on enriching CRM with relationship and contact signals.
- Lusha: Lusha delivers contact and company data enrichment via browser extension and API. It overlaps with Relata's API-based CRM enrichment product line, although Lusha focuses on contact discovery rather than full relationship network analytics.
- Apollo.io: Apollo.io combines a B2B contact database with sales engagement and intent data. Comparable to Relata in serving B2B sales teams seeking richer relationship intelligence, though Apollo is broader and more horizontal.
Regional players
- Substantive Research: Substantive Research is a specialist research consumption and MiFID II compliance vendor serving the same buy-side and sell-side research consumers as Relata's Cortex product. Direct comparability for the research intelligence / MiFID II compliance use case in EMEA.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Relata social profiles
Digital presenceRelata compliance and trust
Trust signalCompliance3 records
Relata financial estimates
Financial estimateRevenue estimate
Valuation estimate
Relata leadership team
Management profileNumber of profiles
Profiles13 records
Relata funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Relata M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Relata
What does Relata do?
Relata is an AI-powered relationship intelligence SaaS platform that automatically captures and analyses email and communication data to map organisational networks and client relationships. It delivers dashboards, APIs and domain-trained NLP models that surface relationship health, contact engagement and cross-sell signals, and it enriches existing CRM systems with no manual input required. Core product brands include Synapse (enterprise relationship intelligence) and Cortex (research consumption and MiFID II intelligence for financial firms).
Is Relata a public or private company?
Relata is a private company. It is classified as venture growth investor backed and is currently operating.
When was Relata founded?
Relata was founded in 2015. It employs 11 to 50 people.
Where is Relata based?
Relata is headquartered in London, United Kingdom, in the Europe region.
How does Relata make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are professional Services.
Who are Relata's main competitors?
Direct peers on record are 4Degrees, Affinity and Boardroom Insiders (now part of Datasite). Broad incumbents are ZoomInfo, Salesforce Einstein / Sales Cloud and Microsoft Viva Sales / Copilot for Sales. Emerging players are Cognism, Lusha and Apollo.io. Substantive Research is listed as a regional player.
Does Relata have an API?
Yes. Relata offers APIs that automatically sync contacts, email activity, meeting data, and contact details into CRM systems and other platforms. The APIs follow OpenAPI specification with developer-friendly Swagger documentation. Capabilities include: automatically syncing every contact known to the organisation with associated email and meeting activity; custom NLP for extracting contact details (names, email addresses, phone numbers, role titles, locations) from email signatures; and AI-powered classification to identify newsletters, personal contacts, and executive assistants for data cleansing. APIs can also power platforms beyond CRM including marketing suites and custom analytics dashboards. Data includes 12 months of historic data by default.
What industry is Relata in?
Relata's product category is Relationship Intelligence Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAEAFAJ, CRM Data Quality, Enrichment & CDP-Adjacent CRM. Its NAICS code is 541511 and its SIC code is 7372.