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Insights

Recent Partnerships Intelliflo has been actively forming partnerships with industry players like Insignis Cash, opening up opportunities for cross-selling financial solutions to their client base.

Award Recognition Intelliflo's consistent recognition in awards such as WealthTech Provider of the Year and Digital Marketing Campaign of the Year showcases credibility and opens doors for demonstrating value to potential clients.

Innovative Product Launches The introduction of cutting-edge solutions like generative artificial intelligence and platform integration systems demonstrates Intelliflo's commitment to innovation, which can spark interest from prospects looking for advanced technology solutions.

Market Firsts Intelliflo's launch of 'wealthlink,' a UK-first integration between practice management software and investment platform, positions them as a pioneer, creating a unique selling proposition for businesses seeking comprehensive financial management tools.

Potent Competitive Landscape With a revenue range between $10M - $50M and positioning among similar companies like Redtail Technology and Smarsh, Intelliflo competes in a lucrative market segment, signaling potential for growth and market expansion through targeted sales strategies.

Similar companies to intelliflo

intelliflo Tech Stack

intelliflo uses 8 technology products and services including Complianz, jsDelivr, Dell, and more. Explore intelliflo's tech stack below.

  • Complianz
    A/B Testing
  • jsDelivr
    Content Delivery Network
  • Dell
    IT Infrastructure
  • Webpack
    Miscellaneous
  • ServiceNow
    Miscellaneous
  • Java
    Programming Languages
  • Elasticsearch
    Search Engines
  • LiteSpeed
    Web Servers

Media & News

intelliflo's Email Address Formats

intelliflo uses at least 1 format(s):
intelliflo Email FormatsExamplePercentage
First.Last@intelliflo.comJohn.Doe@intelliflo.com
78%
FLast@intelliflo.comJDoe@intelliflo.com
19%
First.Middle@intelliflo.comJohn.Michael@intelliflo.com
2%
Last@intelliflo.comDoe@intelliflo.com
1%

Frequently Asked Questions

Where is intelliflo's headquarters located?

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intelliflo's main headquarters is located at Wellington House 60-68 Wimbledon Hill Road Wimbledon, England SW19 7PA GB. The company has employees across 5 continents, including EuropeNorth AmericaAsia.

What is intelliflo's phone number?

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You can contact intelliflo's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is intelliflo's official website and social media links?

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intelliflo's official website is intelliflo.com and has social profiles on LinkedIn.

How much revenue does intelliflo generate?

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As of October 2024, intelliflo's annual revenue reached $35M.

What is intelliflo's NAICS code?

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intelliflo's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does intelliflo have currently?

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As of October 2024, intelliflo has approximately 515 employees across 5 continents, including EuropeNorth AmericaAsia. Key team members include Chief Marketing Officer: C. W.Chief Sales Officer: J. J. K.Chief Information Security Officer: J. A.. Explore intelliflo's employee directory with LeadIQ.

What industry does intelliflo belong to?

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intelliflo operates in the IT Services and IT Consulting industry.

What technology does intelliflo use?

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intelliflo's tech stack includes ComplianzjsDelivrDellWebpackServiceNowJavaElasticsearchLiteSpeed.

What is intelliflo's email format?

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intelliflo's email format typically follows the pattern of . Find more intelliflo email formats with LeadIQ.

When was intelliflo founded?

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intelliflo was founded in 2004.
intelliflo

intelliflo

IT Services and IT ConsultingEngland, United Kingdom501-1000 Employees

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.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

Section iconCompany Overview

Headquarters
Wellington House 60-68 Wimbledon Hill Road Wimbledon, England SW19 7PA GB
Phone number
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2004
Employees
501-1000

Section iconFunding & Financials

  • $10M$50M

    intelliflo's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    intelliflo's revenue is in the range of $10M$50M

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