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.
Member count: 201-500
Founded date: 2004
Investors 1
| Date | Name | Website |
| - | Hg | hgcapital.... |
Mentions in press and media 3
| Date | Title | Description | Category | Author | Source |
| 02.07.2021 | Investment... | Sound Income Strategies, a reg... | - | Omar Farid... | crowdfundi... |
| 06.06.2018 | Term Sheet... | 5 Qs WITH A DEALMAKER Founder... | - | - | fortune.co... |
| 19.07.2013 | IntelliFlo... | IntelliFlo, a London, UK-based... | middle mar... | - | finsmes.co... |