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Company profile: Intelliflo

1.1 - Company Overview

Intelliflo Logo

Intelliflo

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

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

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Financial details

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1.2 - Competitors and similar companies to Intelliflo

Boursier Logo

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 Logo

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 Logo

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 Logo

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 Logo

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 →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Intelliflo

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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Buyer group 2: ████████ ████████

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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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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

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4 - Top valuation comps for Intelliflo

4.2 - Public trading comparable groups for Intelliflo

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4.3 - M&A Transactions similar to Intelliflo

Selected M&A transactions

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Frequently Asked Questions

About Intelliflo

What does Intelliflo do?

Intelliflo is a 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.

Who are Intelliflo's competitors?

Intelliflo's competitors and similar companies include Boursier, Exo Investing, Digiterre, Summit Wealth, and Carbon Delta.

Where is Intelliflo headquartered?

Intelliflo is headquartered in United Kingdom.

How many employees does Intelliflo have?

Intelliflo has 1,000 employees 🔒.

When was Intelliflo founded?

Intelliflo was founded in 2010 🔒.

What sector and industry vertical is Intelliflo in?

Intelliflo is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Intelliflo

Who are the top strategic acquirers in Intelliflo's sector and industry

Top strategic M&A buyers and acquirers in Intelliflo's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Intelliflo?

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Financial Investors investing in Intelliflo's sector and industry vertical

Which are the top PE firms investing in Intelliflo's sector and industry vertical?

Top PE firms investing in Intelliflo's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Intelliflo's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Intelliflo's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Intelliflo's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Intelliflo include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Intelliflo's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Intelliflo?

The key public trading comparables and valuation benchmarks for Intelliflo include █████████, ██████████, ████████████, and ████████████ 🔒.

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What are recent M&A transactions in Intelliflo's sector and industry vertical?

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What are recent capital raises and funding rounds in Intelliflo's' sector and industry vertical?

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