Intelliflo

Acquired

Intelliflo is a fintech company in London, United Kingdom, founded in 2004. It has 1 recorded funding round, most recently a Private Equity in 2013 (est.).

intelliflo Office | UK's Leading Financial Adviser & IFA Software

Headquarters
London
Employees
201–500
Founded
2004
Business Model
B2B
Last Round
Private EquityJan 2013
Rounds
1
Acquisition Date
Jun 2018

Indexed holds 1 funding round and 1 investor for this company. The full record is or through the API.

About

Intelliflo provides financial advice software that helps advisory firms streamline advice journeys, engage clients and grow their businesses. Its open architecture supports the delivery of financial advice, while its industry expertise helps advisers navigate a complex digital landscape and work more efficiently.

Summary

It lists 201–500 employees. Its most recent funding was a Private Equity round in 2013 (est.). Investors include Hg.

Tech & App Stack

5 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.

Funding & Exit History

Data from Indexed.vcUpdated
AcquisitionJun 2018

Sign up to see all 2 events

Funding: Private Equity. Amounts, valuations, and investors where available.

Investors

Similar Companies

Stripe

Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...

South San Francisco, United States5001–10000Banking, Fintech
Series G+Total funding$8.8BMar 2023
FNZ

FNZ provides a global wealth management platform that combines technology, investment operations,...

London, United Kingdom5001–10000Financial Services, Fintech
Private EquityTotal funding$4.0BSep 2026
Ellie MaeAcquired

Ellie Mae is a leading provider of technology solutions for the mortgage industry.

Pleasanton, United States1001–5000Fintech, SaaS
Private EquityTotal funding$3.7BFeb 2019
Ramp

Ramp provides an AI-powered spend management platform that combines corporate cards, expenses, ac...

New York, United States1001–5000FinOps, Fintech
Series FTotal funding$2.6BJun 2026
I
insightsoftware

insightsoftware is a global provider of financial reporting, budgeting, BI, and EPM software solu...

Raleigh, United States1001–5000Fintech, SaaS
Private EquityTotal funding$2.0BJan 2024
Ultimus Fund Solutions

Ultimus provides fund administration and investment operations solutions for advisors and fund ma...

Cincinnati, United States1001–5000Fintech, SaaS
Private EquityTotal funding$2.0BApr 2025

Your company? Embed this profile

Add the live badge to your site — it stays current as your funding data updates.

Intelliflo on Indexed.vc
<a href="https://indexed.vc/companies/intelliflo"><img src="https://indexed.vc/api/badge/company/intelliflo" alt="Intelliflo on Indexed.vc" width="260" height="76" /></a>