Rapid Market Expansion Intelliflo supports over 30,000 financial professionals worldwide and manages over three million end-investors with more than one trillion dollars advised through its platforms. This extensive user base presents significant cross-selling opportunities for integrated solutions and value-added services tailored to high-volume advisory firms.

Recent Acquisitions and Partnerships The recent acquisition by Carlyle for 200M USD and strategic partnerships with Transact, Flagstone, and Estgro highlight growth through combining innovative integrations and expanding service offerings, creating opportunities to target other technology-averse or growth-oriented advisory firms seeking similar collaborations.

Recognized Industry Leader Winning awards such as the Best Financial Advisory Platform at the FinTech Breakthrough Awards positions Intelliflo as a trusted, high-quality provider. This recognition can be leveraged to build trust with prospective clients looking for reliable, award-winning technology solutions.

Technology and Innovation Focus Supporting a sophisticated tech stack including Kubernetes, gRPC, and open software architectures indicates a modern, scalable platform that appeals to firms seeking cutting-edge, flexible technology. Highlighting these capabilities can attract firms looking to upgrade from legacy systems and improve operational efficiencies.

Strong Financial Footprint With revenue estimates between 50M and 100M USD and a dedicated focus on digital advisory solutions, Intelliflo offers a compelling proposition for firms seeking proven financial technology partners with a solid market presence and growth potential.