What YAVIA does

YAVIA is a UK-based software company (trading as BrokerIQ Solutions Limited, founded 2019) that builds a client engagement platform for mortgage, protection, insurance, and wealth advisers. The product is a white-labeled, FCA- and GDPR-compliant mobile app on iOS and Android (cloud-hosted on Microsoft Azure) backed by an online dashboard, offering two-way secure messaging, document upload, video and voice messaging, push notifications, automated reminders, and Consumer Duty-ready audit trails. The platform is sold in three tiers — YAVIA Protection (entry-level), YAVIA Pro (white-labeled branded app with AI features and Calendly booking), and YAVIA Enterprise (full customisation, API integrations, and dedicated CSM) — with revenue generated through a one-time setup fee starting at £1,500 plus a £45/user/month subscription, supplemented by tailored Enterprise contracts. Distribution combines direct sales, App Store/Play Store delivery, and channel partnerships with UK advice networks such as Primis and MAB, plus technology integrations with iPipeline, Calendly, Pipedrive, HubSpot, BrokerIQ, and Sikoia (the last providing AI-powered document processing).

Name

YAVIA

Legal name

BrokerIQ Solutions Limited

Website

https://yavia.co.uk

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

YAVIA is a UK software company (BrokerIQ Solutions Limited) that builds a white-labeled, FCA-compliant mobile client engagement platform for mortgage, protection, insurance, and wealth advisers, monetised via a £1,500 setup fee and £45/user/month subscription across Protection, Pro, and Enterprise tiers.

Ownership category

akta.pro rank

Headquarters

HQ city

Belfast

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. Branded Mobile App Subscription: Monthly subscription giving access to the online YAVIA platform, mobile app, client communication tools, ongoing support, and free product updates. One-time setup fee covers app development costs for the branded mobile app, available on Apple App Store and Google Play Store.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

YAVIA designs, develops, and operates a white-labelled, FCA and GDPR-compliant client engagement platform — comprising an online dashboard and a branded mobile app on iOS and Android — built specifically for UK mortgage, protection, insurance, and wealth advisers. The platform provides secure two-way messaging, AI-driven document processing, automated review and renewal journeys, intelligent protection gap triggers, and full Consumer Duty audit trails so advisers can engage clients, automate onboarding, and evidence compliance at scale.

Product overview

YAVIA is a unified client engagement platform for financial advice professionals comprising three product tiers: YAVIA Protection (entry-level for protection advisors), YAVIA Pro (mid-tier with advanced automation and AI-driven features for mortgage, protection and wealth advisors), and YAVIA Enterprise (fully scalable solution for networks and large firms with white-labelling and API integrations). The platform combines a white-labelled mobile app (available on iOS and Android) with an online dashboard, featuring AI-powered document processing, intelligent protection triggers, automated compliance journeys, two-way secure messaging, and integrations with iPipeline, Calendly, Sikoia, Pipedrive, and HubSpot.

Differentiator

Problem solved

Functional benefit

Brands

• YAVIA Protection: Redefining Protection Advice for the Digital Age - empowers advisors to deliver clear, consistent, and compliant protection advice with built-in compliance and digital-first client engagement.
• YAVIA Pro
• YAVIA Enterprise

Products and services

• YAVIA Protection Entry-level client engagement platform for UK protection advisors and insurance professionals, featuring two-way secure client messaging, document upload, smart client onboarding, intelligent protection triggers, automated review reminders, journey automation, and compliant-by-design Consumer Duty audit trails.
• YAVIA Pro Advanced tier for mortgage, protection, and wealth advisors offering a white-labelled branded app, AI-driven protection journeys, client segmentation and campaigns, expense tracker, protection calculator, AI autofill for PDFs, unlimited message automation, integrated Calendly booking, referrals management, automated personalised videos, and tiered login for advisor assignment.
• YAVIA Enterprise Fully scalable, custom-configured platform for UK financial services networks and large enterprise advisory firms, featuring full platform customisation, white-labelling control, enterprise integrations, API access, custom compliance reporting, security and compliance support, and a dedicated Customer Success Manager.

Quantifiable outcome

• 343% increase in client engagement within 30 days of platform adoption
• +5 more outcomes

Named customers15 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability13 records

Feature21 records

Partnerships

Three partnerships are on record, tiered core.

• SikoiacoreTechnology or Integration · 4 December 2025YAVIA partnered with Sikoia to integrate AI-powered document processing into the YAVIA journey. Clients upload documents once through the YAVIA app, and information is extracted and validated automatically. Advisers gain earlier visibility of key data including expenditure, protection premiums already being paid, and a full picture of client needs. The partnership reduces manual checking, rework, and shortens case handling times.
• iPipelinecoreTechnology or IntegrationiPipeline integration enables advisers to generate indicative protection quotes based on basic client information, with quotes automatically shared with clients through the app via secure messaging. This supports Consumer Duty principles of transparent, real-time pricing.
• BrokerIQcoreTechnology or IntegrationBrokerIQ is the quote generation platform used by advisers to produce full personalised quotes which are uploaded and shared with clients via the YAVIA app for easy viewing and response. YAVIA is a trading name of BrokerIQ Solutions Limited.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud is an enterprise CRM that financial advisers use, often alongside YAVIA. It is a broad incumbent in the same advisers' tech stack and could choose to extend its client engagement capabilities.
• HubSpot: HubSpot is a widely-used CRM with marketing automation and client communication tools that YAVIA explicitly integrates with. It is a broad incumbent that competes for CRM-adjacent spend in UK advisory firms.
• Iress: Iress is a global financial software provider with broad UK adviser, mortgage, and wealth tools. It is comparable as a broader incumbent that could expand or already offers features adjacent to YAVIA's client engagement layer.

Direct peers

• MortgageGym: MortgageGym provides a consumer-facing digital mortgage journey embedded into advisers' websites. It targets the same UK mortgage adviser front-end engagement use case as YAVIA, including onboarding, document capture, and automated compliance.
• iPipeline: iPipeline (owned by Roper) provides protection insurance quoting, e-application, and client-facing portals to UK advisers. It is both a YAVIA integration partner (iPipeline quotes inside the YAVIA app) and a competitive provider of consumer-facing protection journeys.
• Advicefront: Advicefront is a UK digital advice and back-office platform serving IFAs with onboarding, suitability reports, and a client portal. It competes for the same compliance-driven engagement workflows that YAVIA serves via its mobile-first app.
• Intelliflo: Intelliflo is a leading UK SaaS platform for financial advisers covering back-office planning, portfolio management, and a client portal. It competes head-to-head with YAVIA's adviser-facing engagement layer for IFA mindshare and CRM-adjacent budgets.
• Distribution Technology (DT): Distribution Technology provides back-office and workflow software to the UK IFA market, including CRM and adviser portal features. It is comparable to YAVIA because it sits in the same adviser tech stack with overlapping client engagement functionality.
• Twenty7Tec: Twenty7Tec is a UK mortgage and protection technology platform that delivers sourcing, customer engagement, and direct-to-consumer portals to advisers and networks. It overlaps with YAVIA's mortgage and protection adviser workflow and competes for front-end engagement budget.

Emerging players

• Moneyhub: Moneyhub is a UK-based open finance and customer engagement platform used by financial services firms for client data aggregation and personalised journeys. It overlaps with YAVIA's AI-driven engagement and document-driven client insight capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/yavia-co-uk

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about YAVIA