intelliflo
We widen access to financial advice
534 employees · est. 2004 · Wimbledon, United Kingdom
intelliflo is the older company (2004 vs 2010); intelliflo is the larger of the two.
Side-by-Side Comparison
| Metric | intelliflo | QOLity Financial |
|---|---|---|
| Founded | ||
| Founded | 2004 older | 2010 |
| Headquarters | ||
| Headquarters | Wimbledon, United Kingdom | Utica, United States |
| Employees | ||
| Employees | 534 larger | 6 |
| Industry | ||
| Industry | Financial Services, Fintech, Information Technology | Financial Services, Insurance, Wealth Management |
| Funding Stage | ||
| Funding Stage | Private Equity | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | client onboarding, financial planning and analysis, investment management, compliance and regulatory support, business process automation, client relationship management | Not tracked yet |
| Target Customers | ||
| Target Customers | financial advisers, wealth management firms, investment firms, financial consultancy services | Not tracked yet |
| Taxonomy | ||
| 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 | ||
| Website | intelliflo.com | qolity.com |
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...
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.
Funding, hiring, leadership and stack changes at intelliflo and QOLity Financial — by email.
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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.