Intelliflo
Financial Software · United Kingdom · 201-500 Employees
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Overview
Headquarters
Wellington House 60-68 Wimbledon Hill Rd...Phone Number
+44 3301028402Website
www.intelliflo.comRevenue
$91 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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About Intelliflo
Intelliflo is a financial technology company that develops software platforms for financial advisers and wealth management firms, enabling them to manage the full advisory process including client onboarding, financial planning, portfolio management, compliance, reporting, and ongoing servicing. It provides an integrated, cloud-based system that helps advisers streamline operations, improve client engagement through digital tools, and make data-driven decisions, while supporting scalability and regulatory requirements across advisory businesses, particularly in markets such as the UK, Australia, and the US.Explore more
Intelliflo Org Chart
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Intelliflo is experiencing very low activity levels compared to other companies in the Software sector.
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Intelliflo Tech Stack
A closer look at the technologies used by Intelliflo
Most Recent Scoops
Person-Based
Integration, Software
Person-Based
Digital Technology
Open Position
Person-Based
Product Launch, Customer Engagement, Artificial Intelligence
Person-Based
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Intelliflo News & Media
Carlyle to Acquire intelliflo from Invesco
ATLANTA and LONDON, Aug. 26, 2025 /PRNewswire/ -- Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle to acquire intelliflo from Invesco. intelliflo is a market leading provider of...84% of Millennials Say There Are Financial Topics They Need Professional Advice On, According to intelliflo Survey
ATLANTA--(BUSINESS WIRE)--84% of Millennials say there are financial topics they need professional advice on, according to intelliflo survey.69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
ATLANTA--(BUSINESS WIRE)--New consumer data from intelliflo shows a greater need for financial advice across generations.Nearly 3 in 5 Americans (59%) want financial advice but are not sure where to get it, according to intelliflo survey
ATLANTA, March 2, 2022 /PRNewswire/ -- intelliflo, the leading cloud-based technology platform for financial advisors, today shared results from its recent survey conducted online by The Harris Poll. More than 2,000 U.S. adults were surveyed around their attitudes and behaviors related to...
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Intelliflo is a financial technology company that develops software platforms for financial advisers and wealth management firms, enabling them to manage the full advisory process including client onboarding, financial planning, portfolio management, compliance, reporting, and ongoing servicing. It provides an integrated, cloud-based system that he... Read More
