intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.
Employees: 201-500
Founded date: 2004
Investors 1
| Date | Name | Website |
| - | Hg | hgcapital.... |
Mentions in press and media 4
| Date | Title | Description |
| 30.05.2024 | How shifting information left can empower developers and accelerate innovation | Development teams are increasingly seen as the engine room of the modern digital enterprise, tasked with building the new services and capabilities that the business needs to thrive. However, with resources stretched to their limit, organiz... |
| 02.07.2021 | Investment Advisor Sound Income Strategies Integrates RedBlack, a Wealth Management focused Rebalancing, Trading App Provider | Sound Income Strategies, a registered investment advisory (RIA) company with over $1.4 billion in AUM, has integrated RedBlack, an intelliflo solution, which is a wealth management sector provider of rebalancing and trading applications. So... |
| 06.06.2018 | Term Sheet — Wednesday, June 6 | 5 Qs WITH A DEALMAKER Founders Fund partner Trae Stephens found his way to venture capital from the public sector. Paid Content How can you protect what you can't see? From ExtraHop “I was a senior in high school when 9/11 happened and want... |
| 19.07.2013 | IntelliFlo Receives Majority Investment from HgCapital | IntelliFlo, a London, UK-based (Software as a Service) provider of front and back office software to financial advisors, advisor networks and brokers, received a majority investment from HgCapital. The amount of the deal was not disclosed. ... |