intelliflo Alternatives & Competitors
12 companies similar to intelliflo — We widen access to financial advice
Companies similar to intelliflo
Ningi
Technology advisers deserve, finally.
Stamford, United Kingdom
Climb
Permettre à chacun de faire fructifier son argent pour réaliser ses projets de vie.
Paris, France
Fundment
Fundment is the modern investment platform that turns advice into action with speed, clari...
London, United Kingdom
Basiq
The Building Blocks of Financial Services
Australia
Rival Readout
Competing with intelliflo? We do this properly.
10 rivals, 90 days of dated moves, ranked by what matters and sourced, in 7 business days.
Ortec Finance
Manage the complexity of investment decision-making
Rotterdam, The Netherland...
kwiper
kwiper vous accompagne pour développer de nouvelles missions de conseil patrimonial à vos...
Lyon, France
StratiFi Technologies Inc
AI-powered workflows for wealth management
San Francisco, United Sta...
FNZ (formerly Advicefront)
Advicefront is an online advice platform for financial advisers that combines investing an...
London, United Kingdom
ammonite
ammonite technology is reshaping the delivery of financial advice, making it affordable an...
London, United Kingdom
Silverfin
Cloud accounting platform for automating compliance plus the tools and data you need for d...
Ghent, Belgium
wealthAPI
wealthAPI - Superior Wealth Data powering the AI era of finance
Berlin, Germany
Docupace
Your Wealth Operations Platform
Holmdel, United States
About intelliflo
intelliflo, founded in 2004 and headquartered in the United Kingdom, is a leading player in the Financial Services and Fintech industries, with a strong emphasis on Information Technology and SaaS solutions. The company's mission, "We widen access to financial advice," underscores its commitment to enhancing the financ...
client onboarding, financial planning and analysis, investment management, compliance and regulatory support, business process automation, client relationship management
financial advisers, wealth management firms, investment firms, financial consultancy services
Financial Advisory Technology, Open Software Architecture, Digital Advisory Solutions, Financial Planning, Practice Management, Portfolio Management, Managed Services, Wealth Management, Financial Services Technology, Fintech Solutions, Software As A Service (SaaS), Cashflow Planning, Investment Technology, Advisory Lifecycle Management
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In 7 business days we read 10 rivals around intelliflo: 90 days of dated moves, ranked by what matters to you, each with its source. Fully credited if you continue.
Compiled from the BounceWatch company index. We last looked at intelliflo on 3 Jul 2025. The 12 companies listed here were last checked between 25 Mar 2025 and 31 Oct 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
