Intelliflo

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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. intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Company Details

Employees
529
Founded
-
Address
Wellington House, 60-68 Wimbledon Hill Road,united States
Industry
Software Development
NAICS
Software Publishers
HQ
Wimbledon, England
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News

Carlyle to acquire intelliflo from Invesco, spinning off RedBlack for US RIAs - InvestmentNews

Carlyle to acquire intelliflo from Invesco, spinning off RedBlack for US RIAs InvestmentNews

Transact launches contributions app in latest Intelliflo tie-up - Citywire

Transact launches contributions app in latest Intelliflo tie-up Citywire

Carlyle buys wealth giant Intelliflo - Private Equity News

Carlyle buys wealth giant Intelliflo Private Equity News

Why Carlyle’s Intelliflo acquisition is a bum deal for Invesco - Financial News London

Why Carlyle’s Intelliflo acquisition is a bum deal for Invesco Financial News London

Intelliflo acquired by US giant in $200m deal - MoneyManagement.com.au

Intelliflo acquired by US giant in $200m deal MoneyManagement.com.au

Carlyle emerges as buyer in Intelliflo takeover deal – report - Professional Adviser

Carlyle emerges as buyer in Intelliflo takeover deal – report Professional Adviser

US investment firm snaps up Intelliflo - FT Adviser

US investment firm snaps up Intelliflo FT Adviser

Managing the FCA’s latest data request - intelliflo's Richard Wake shares practical tips for advice firms - IFA Magazine

Managing the FCA’s latest data request - intelliflo's Richard Wake shares practical tips for advice firms IFA Magazine

Invesco sells intelliflo to Carlyle in deal worth up to $200m - Money Marketing

Invesco sells intelliflo to Carlyle in deal worth up to $200m Money Marketing

Carlyle buys wealth giant Intelliflo - Financial News London

Carlyle buys wealth giant Intelliflo Financial News London

Intelliflo acquired by US investment firm for £148m - Financial Planning Today

Intelliflo acquired by US investment firm for £148m Financial Planning Today

Exclusive: Job cuts as Intelliflo spins off US business - Citywire

Exclusive: Job cuts as Intelliflo spins off US business Citywire

Carlyle acquires Intelliflo from Invesco for £148.6m - Professional Adviser

Carlyle acquires Intelliflo from Invesco for £148.6m Professional Adviser

Aberdeen, intelliflo and ZeroKey team up on adviser tech - Money Marketing

Aberdeen, intelliflo and ZeroKey team up on adviser tech Money Marketing

Transact unveils latest Integration with intelliflo App - IFA Magazine

Transact unveils latest Integration with intelliflo App IFA Magazine

Exclusive: PE firms close in on Intelliflo deal - Citywire

Exclusive: PE firms close in on Intelliflo deal Citywire

Intelliflo unveils AI-powered suite to cut adviser workload by 85% - Professional Adviser

Intelliflo unveils AI-powered suite to cut adviser workload by 85% Professional Adviser

Intelliflo launches two new solutions to help ‘drive adviser efficiencies’ - Money Marketing

Intelliflo launches two new solutions to help ‘drive adviser efficiencies’ Money Marketing

Exclusive: Invesco eyes £275m price tag for Intelliflo - Citywire

Exclusive: Invesco eyes £275m price tag for Intelliflo Citywire

Exclusive: Invesco sounds out bidders for Intelliflo sale - Citywire

Exclusive: Invesco sounds out bidders for Intelliflo sale Citywire

Carlyle to Acquire intelliflo from Invesco - Markets Media

Carlyle to Acquire intelliflo from Invesco Markets Media

Carlyle buys Intelliflo from Invesco in $200m acquisition deal - FinTech Futures

Carlyle buys Intelliflo from Invesco in $200m acquisition deal FinTech Futures

Invesco Sells intelliflo to Carlyle for $200M - wealthmanagement.com

Invesco Sells intelliflo to Carlyle for $200M wealthmanagement.com

Carlyle Agrees to Acquire Invesco Software Company Intelliflo - Bloomberg.com

Carlyle Agrees to Acquire Invesco Software Company Intelliflo Bloomberg.com

Carlyle Buying intelliflo From Invesco For Up To $200 Million - Pulse 2.0

Carlyle Buying intelliflo From Invesco For Up To $200 Million Pulse 2.0

Intelliflo launches video and AI-driven advised client products - Financial Planning Today

Intelliflo launches video and AI-driven advised client products Financial Planning Today

intelliflo redblack Announces Continued, Expanded Partnership with Focus Financial Partners - Business Wire

intelliflo redblack Announces Continued, Expanded Partnership with Focus Financial Partners Business Wire

intelliflo revs up its redblack trading solution - InvestmentNews

intelliflo revs up its redblack trading solution InvestmentNews

Intelliflo unveils AI adviser tools; pledges ‘100% commitment to UK’ - Citywire

Intelliflo unveils AI adviser tools; pledges ‘100% commitment to UK’ Citywire

Transact signals adviser tech shift with Intelliflo tie-up - Citywire

Transact signals adviser tech shift with Intelliflo tie-up Citywire

‘Urgent’ That UK Addresses Growing Financial Advice Gap, Says intelliflo - The Fintech Times

‘Urgent’ That UK Addresses Growing Financial Advice Gap, Says intelliflo The Fintech Times

Platform innovation: Terry Huddart on Intelliflo's Wealthlink - Professional Adviser

Platform innovation: Terry Huddart on Intelliflo's Wealthlink Professional Adviser

Transact launches app with Intelliflo - FT Adviser

Transact launches app with Intelliflo FT Adviser

Carlyle acquires UK wealth-tech provider intelliflo in $200m deal - Business Sale Report

Carlyle acquires UK wealth-tech provider intelliflo in $200m deal Business Sale Report

intelliflo announces the launch of new advice solutions: intelliflo IQ and intelliflo video - IFA Magazine

intelliflo announces the launch of new advice solutions: intelliflo IQ and intelliflo video IFA Magazine

Intelliflo and AdvisoryAI team up to ‘transform’ adviser workflows - Money Marketing

Intelliflo and AdvisoryAI team up to ‘transform’ adviser workflows Money Marketing

Intelliflo apologises for log-in issues - FT Adviser

Intelliflo apologises for log-in issues FT Adviser

Invesco acquires Intelliflo, the UK's leading technology platform for financial advisors - PR Newswire

Invesco acquires Intelliflo, the UK's leading technology platform for financial advisors PR Newswire

Intelliflo partners with savings platform - FT Adviser

Intelliflo partners with savings platform FT Adviser

Intelliflo launches all-in-one single system platform capability - Professional Adviser

Intelliflo launches all-in-one single system platform capability Professional Adviser

Intelliflo partners with SS&C to ‘transform’ UK advice market - PA Adviser

Intelliflo partners with SS&C to ‘transform’ UK advice market PA Adviser

Intelliflo partners with SS&C to launch ‘industry changing’ wealthlink - Money Marketing

Intelliflo partners with SS&C to launch ‘industry changing’ wealthlink Money Marketing

The smaller players shaking up financial planning software - MoneyManagement.com.au

The smaller players shaking up financial planning software MoneyManagement.com.au

Intelliflo and Insignis Cash partner to improve cash management for advisers - Money Marketing

Intelliflo and Insignis Cash partner to improve cash management for advisers Money Marketing

Advisers frustrated by Intelliflo Office issues - Money Marketing

Advisers frustrated by Intelliflo Office issues Money Marketing

Invesco combines businesses under Intelliflo brand - FT Adviser

Invesco combines businesses under Intelliflo brand FT Adviser

Intelliflo boss exits after selling business for ‘king’s ransom’ - Portfolio Adviser

Intelliflo boss exits after selling business for ‘king’s ransom’ Portfolio Adviser

Intelliflo sold to Invesco - Money Marketing

Intelliflo sold to Invesco Money Marketing

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