Digital Innovation Delio’s AI-powered core OS and low-code configuration tools position it as a leading provider of flexible, compliant digital infrastructure for financial firms seeking to modernize their alternative investment platforms.

Market Expansion With a focus on scalable, white-label solutions covering aggregation, structuring, and reporting, Delio appeals to firms looking to expand their digital capabilities and improve end-user experience in the alternative investments space.

Customer-Centric Approach Delio’s non-conflicted, collaborative model and customizable workflows enable it to serve a variety of clients from wealth managers to service providers, creating cross-selling opportunities across the financial services ecosystem.

Technology Stack Utilizing advanced tools like Microsoft Azure, HubSpot, and automation via Selenium and Appium highlights Delio’s commitment to cutting-edge technology, presenting opportunities to integrate or expand into complementary tech solutions.

Growth Potential Operating with an reported revenue of up to $25 million and recent funding of $8.3 million, Delio shows strong growth momentum, offering prospects for strategic partnerships, channel development, and upselling advanced modules or services.