What is Zilo?
Zilo is a fintech company dedicated to modernizing transfer agency services through advanced, cloud-based technology. By focusing on efficiency, scalability, and continuous innovation, Zilo provides asset and wealth managers with the tools to optimize their operations and transition away from outdated legacy systems. The company's solutions are designed to enhance operational workflows and reduce the complexities associated with traditional transfer agency functions, positioning Zilo as a key player in the fintech landscape.
How much funding has Zilo raised?
Zilo has raised a total of $58.8M across 1 funding round:
Series A
$58.8M
Series A (2025): $58.8M with participation from Fidelity International, Portage Mutual Insurance, Citi, and State Street
Key Investors in Zilo
Fidelity International
Fidelity International is a global asset management firm providing investment solutions and wealth management services, likely focusing on established financial services and asset management technologies.
Portage Mutual Insurance
Portage Mutual Insurance, with a long history in the insurance sector, may be investing to explore synergies with financial technology or to diversify its portfolio into innovative financial services.
Citi
Citi, a multinational financial services corporation, likely participates in funding rounds that align with its strategic interests in financial technology and market infrastructure.
What's next for Zilo?
The substantial enterprise-level funding Zilo has garnered, particularly the recent Series A investment, signals a strong market validation and provides the necessary capital for aggressive growth. This strategic financing is expected to fuel product development, expand market reach, and enhance Zilo's technological infrastructure. The company is poised to further solidify its position by leveraging this investment to drive innovation in the transfer agency space, potentially exploring new service offerings and strategic partnerships to capitalize on the evolving demands of asset and wealth management firms.
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