Details

Industries

Financial Services,FinTech,Information Technology,SaaS,Software

Founded date

Jan 1, 2004

Number Of Employee

251 - 500

Operating Status

Active

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.

Bringing together five leading businesses in the financial services sector, intelliflo now provides a broader range of solutions than ever before, covering: financial planning, practice management, portfolio management, digital advisory and managed services.

Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $900 billion advised across our platforms.

intelliflo’s systems are designed for firms of all shapes and sizes, and though the technology we’ve developed is sophisticated, using it couldn’t be simpler. In a rapidly evolving industry, we are constantly developing our platforms to better serve the changing needs of our customers and their clients.
Mission: We widen access to financial advice.