Wimbledon, United Kingdom
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 financial advisory experience through innovative technology solutions.
Operating under its own brand as a wholly owned subsidiary of Invesco, a global asset management leader with $1.6 trillion AUM, intelliflo leverages this partnership to remain at the forefront of financial advice technology. By supporting over 30,000 financial professionals and managing more than $1 trillion advised across its platforms, intelliflo exemplifies strength in simplifying complex digital landscapes for its users.
The company's last known investment was a Private Equity Round on 19 July 2013 from Hg. intelliflo continues to demonstrate growth and emphasis on open architecture solutions, offering vast potential for continued expansion and innovation in financial advisory technology.
QOLity Financial
