Company profile: Intelliflo
1.1 - Company Overview
Company description
- Provider of SaaS-based technology for the financial services sector that widens access to financial advice. Solutions include a platform to streamline financial advisory workflows and integrate client and provider data; rebalancing and trading for RIAs with pre-trade compliance and efficient execution; and outsourced investment management for RIAs with a configurable platform and expert support.
Products and services
- Intelliflo managed: A configurable outsourced investment management service for RIAs, delivering a configurable platform and support from a team of experts
- Intelliflo office: An open-architecture platform that streamlines financial advisor workflows by integrating client and provider data within a single ecosystem
- Intelliflo redblack: A SaaS-based rebalancing and trading system for registered investment advisors, offering pre-trade compliance and efficient execution capabilities
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Intelliflo
Boursier
HQ: France
Website
- Description: Provider of real-time share quotations and stock tips through its website.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Boursier company profile →
Exo Investing
HQ: United Kingdom
Website
- Description: Provider of wealth management and personalised investment experiences for everyone.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Exo Investing company profile →
Digiterre
HQ: United Kingdom
Website
- Description: Provider of software development services for financial investment management CRM and trading solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Digiterre company profile →
Summit Wealth
HQ: United States
Website
- Description: Provider of a cloud-based and mobile software platform for wealth managers to manage and improve client relationships, developing each firm's private tech stack using cloud-native technologies.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Summit Wealth company profile →
Carbon Delta
HQ: Switzerland
Website
- Description: Provider of a climate and market data platform that exposes climate risks in the financial markets, enabling companies to protect assets, optimize performance, and reach sustainability goals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Carbon Delta company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for Intelliflo
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Intelliflo
2.2 - Growth funds investing in similar companies to Intelliflo
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Intelliflo
4.2 - Public trading comparable groups for Intelliflo
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →