Intelliflo
Financial Software · United Kingdom · 201-500 Employees
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Overview
Headquarters
Wellington House, 60-68 Wimbledon Hill R...Phone Number
+44 3301028402Website
www.intelliflo.comRevenue
$91 MillionIndustry
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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Revenue
Number of Employees
Type
Funding
Founded In
Intelliflo
$91M
201-500
Private
-
2004
KM
Kendall MaurerAt Intelliflo Head of Customer Success (Americas)
Intelliflo Tech Stack
A closer look at the technologies used by Intelliflo
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Frequently Asked Questions Regarding Intelliflo
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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
