intelliflo logo

intelliflo

We widen access to financial advice

534 employees · est. 2004 · Wimbledon, United Kingdom

VS
QOLity Financial logo

QOLity Financial

Plan for More

6 employees · est. 2010 · Utica, United States

intelliflo is the older company (2004 vs 2010); intelliflo is the larger of the two.

Side-by-Side Comparison

intelliflo QOLity Financial
Founded
2004 older 2010
Headquarters
Wimbledon, United Kingdom Utica, United States
Employees
534 larger 6
Industry
Financial Services, Fintech, Information Technology Financial Services, Insurance, Wealth Management
Funding Stage
Private Equity Not tracked yet
Total Funding
Not tracked yet Not tracked yet
Funding Rounds
1 Not tracked yet
Services
client onboarding, financial planning and analysis, investment management, compliance and regulatory support, business process automation, client relationship management Not tracked yet
Target Customers
financial advisers, wealth management firms, investment firms, financial consultancy services Not tracked yet
Taxonomy
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 Financial Planning, Investment Products, Retirement Planning, Cash Flow Management, Insurance Planning, Estate Planning, Comprehensive Planning, Technology Services, Brokerage Services, Investment Advisory Services
Website
intelliflo.com qolity.com
intelliflo logo

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...

QOLity Financial logo

About QOLity Financial

QOLity Financial is a financial planning firm founded in 2010 and headquartered in the United States. The company's slogan, "Plan for More," reflects its dedication to providing clients with a comprehensive planning experience, covering areas such as retirement, cash flow, insurance, and estate plan...

We will tell you when either one moves

BounceWatch watches intelliflo and QOLity Financial for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.

Watch both — free

Funding, hiring, leadership and stack changes at intelliflo and QOLity Financial — by email.

Frequently Asked Questions

intelliflo — We widen access to financial advice. QOLity Financial — Plan for More. Both companies operate in related markets but may differ in funding stage, team size, and product focus.
intelliflo and QOLity Financial operate in overlapping markets and are frequently compared. Track both companies on Bounce Watch to monitor their growth signals in real time.

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Compiled from the BounceWatch company index. We last looked at intelliflo on 3 Jul 2025, and QOLity Financial on 9 Nov 2024. 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.

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