Insights

Customized Wealth Solutions Multrees specializes in providing tailored outsourced investment services that integrate seamlessly with client’s existing business models. This flexibility presents an opportunity to attract wealth management firms seeking to enhance their platforms without disruptive changes, appealing to scale and customization needs.

Award-Winning Provider Having received multiple industry awards including Best Institutional Platform and Project of the Year, Multrees demonstrates strong market credibility. This reputation can be leveraged to build trust and attract firms looking for proven, high-quality third-party platforms.

Strategic Partnerships Recent collaborations like the Firenze Group partnership to expand Lombard lending access suggest Multrees’ openness to strategic alliances. Business development efforts could target similar partnerships to broaden service offerings and geographic reach.

Innovative Technology Multrees adopts a tech stack combining cloud solutions and modern development frameworks, enabling the delivery of innovative, scalable solutions. This technological edge can be marketed to firms seeking cutting-edge, reliable platforms to support their growth.

Growth & Recognition With a growing presence backed by recent hires in leadership and recognition at industry awards, Multrees presents a compelling value proposition for wealth managers aiming to enhance operational efficiency and client service. Engaging with firms looking to modernize their infrastructure could unlock new sales opportunities.

Multrees Investor Services Tech Stack

Multrees Investor Services uses 8 technology products and services including Atlassian, RSS, Netcore Cloud, and more. Explore Multrees Investor Services's tech stack below.

  • Atlassian
    Application Development & Management
  • RSS
    Content Management System
  • Netcore Cloud
    Customer Data Platforms
  • Google Fonts API
    Font Scripts
  • IBM
    IT
  • Choices
    Javascript Libraries
  • JavaScript
    Programming Languages
  • Bootstrap
    UI Frameworks

Media & News

Multrees Investor Services's Email Address Formats

Multrees Investor Services uses at least 1 format(s):
Multrees Investor Services Email FormatsExamplePercentage
First.Last@multrees.comJohn.Doe@multrees.com
91%
Last@multrees.comDoe@multrees.com
7%
First.Middle@multrees.comJohn.Michael@multrees.com
1%
First.L@multrees.comJohn.D@multrees.com
1%

Frequently Asked Questions

What is Multrees Investor Services's phone number?

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You can contact Multrees Investor Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Multrees Investor Services's official website and social media links?

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Multrees Investor Services's official website is multrees.com and has social profiles on LinkedIn.

What is Multrees Investor Services's NAICS code?

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Multrees Investor Services's NAICS code is 52 - Finance and Insurance.

How many employees does Multrees Investor Services have currently?

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As of January 2026, Multrees Investor Services has approximately 156 employees across 1 continents, including Europe. Key team members include Chief Operating Officer: M. J.Chief People Officer: C. L. F.Chief Financial Officer: K. O.. Explore Multrees Investor Services's employee directory with LeadIQ.

What industry does Multrees Investor Services belong to?

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Multrees Investor Services operates in the Financial Services industry.

What technology does Multrees Investor Services use?

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Multrees Investor Services's tech stack includes AtlassianRSSNetcore CloudGoogle Fonts APIIBMChoicesJavaScriptBootstrap.

What is Multrees Investor Services's email format?

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Multrees Investor Services's email format typically follows the pattern of First.Last@multrees.com. Find more Multrees Investor Services email formats with LeadIQ.

When was Multrees Investor Services founded?

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Multrees Investor Services was founded in 2011.

Multrees Investor Services

Financial ServicesScotland, United Kingdom51-200 Employees

It’s more about you than us, but here’s a little about us.

Multrees provides a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses. Our services help you manage your clients and their assets, on your terms and in line with your regulatory responsibilities. We combine expert, personal service with flexible, open architecture technology to help you build your own private wealth management platform specifically tailored to your business. Whether it’s a lead outsource partner you are looking for, or someone to meet the specific needs of a part of your book alongside others, the Multrees difference is that we build our services around you, reducing operating model risk and business complexity. We don’t expect you to change your business model to fit ours. Because we work in a modular, flexible way, you can be confident that choosing Multrees will complement your business – not disrupt it

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconFunding & Financials

  • $1M$10M

    Multrees Investor Services's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Multrees Investor Services's revenue is estimated to be in the range of $1M$10M

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