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intelliflo vs Climb

intelliflo logo

intelliflo

We widen access to financial advice

534 employees · est. 2004 · Wimbledon, United Kingdom

VS
Climb logo

Climb

Permettre à chacun de faire fructifier son argent pour réaliser ses projets de vie

68 employees · est. 2016 · Paris, France

intelliflo is the older company (2004 vs 2016); intelliflo is the larger of the two.

Side-by-Side Comparison

intelliflo Climb
Founded
2004 older 2016
Headquarters
Wimbledon, United Kingdom Paris, France
Employees
534 larger 68
Industry
Financial Services, Fintech, Information Technology Finance, Financial Services, Fintech
Funding Stage
Private Equity Series A
Total Funding
Not tracked yet $10.60M
Funding Rounds
1 2
Services
client onboarding, financial planning and analysis, investment management, compliance and regulatory support, business process automation, client relationship management Investment Portfolio Management, Tax Declaration Assistance, Customized Wealth Strategies, Automated Investment Solutions, Exclusive Investment Opportunities
Target Customers
financial advisers, wealth management firms, investment firms, financial consultancy services High Net Worth Individuals, Private Investors, Tech-Savvy Investors, Retirement Planners, Tax-Conscious Clients
Taxonomy
Financial Advisory TechnologyOpen Software ArchitectureDigital Advisory SolutionsFinancial PlanningPractice ManagementPortfolio Management +8 Wealth ManagementInvestment AdvisoryTax OptimizationFinTechPersonal FinanceFinancial Technology +9
Website
intelliflo.com climb.fr
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...

Climb logo

About Climb

Climb, founded in 2016 and headquartered in France, is a burgeoning player in the Fintech sector, specifically catering to Financial Services. Its mission, encapsulated in the slogan, "Permettre à chacun de faire fructifier son argent pour réaliser ses projets de vie," reflects its ambition to simpl...

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Frequently Asked Questions

intelliflo was founded in 2004, based in Wimbledon, United Kingdom, with 534 employees. 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 sol. Climb was founded in 2016, based in Paris, France, with 68 employees. Climb, founded in 2016 and headquartered in France, is a burgeoning player in the Fintech sector, specifically catering to Financial Services. Its mission, encapsulated in the slogan, "Permettre à cha.
intelliflo has raised no disclosed funding and Climb $10.60M. Latest stage: intelliflo Private Equity, Climb Series A.
Both work in Financial Services and Fintech and list financial planning, portfolio management and wealth management among their focus areas.

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Compiled from the BounceWatch company index. We last looked at intelliflo on 3 Jul 2025, and Climb on 29 Apr 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.

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