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intelliflo Information

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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.

Website http://www.intelliflo.com
Revenue $103.1 million
Employees 419 (419 on RocketReach)
Founded 2021
Address Wellington House 60-68 Wimbledon Hill Rd, London, Greater London SW19 7PA, GB
Phone +44 845 230 3800
Technologies
Industry Financial Services, Computer Software, Software Development & Design, Software, Business/Productivity Software, Internet, FinTech, Management Consulting, Information Technology, SaaS, Information Technology and Services
Web Rank 709183
Web Visits 66000
Keywords Financial Technology, Wealth Management Software, Financial Planning Software, Investment Management Software, Portfolio Management Software, Financial Advisor Technology, Robo Advisor Technology, Crm For Financial Advisors, Financial Planning Tools, Wealthtech Solutions, Technology For Advisors, Financial Software Solutions, Investment Technology, Client Relationship Management, Digital Financial Advice, Financial Services Technology, Practice Management Software, Advisor Technology Platform
Competitors Morningstar, Personal Capital, Envestnet, Inc, eMoney Advisor, SS&C Technologies, Riskalyze, Wealthfront, Wealthbox, Redtail Technology, Financial Planning Association of WNY +41 more (view full list)
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 541511 Companies, NAICS Code 5415 Companies, NAICS Code 54151 Companies

intelliflo Questions

The intelliflo annual revenue was $103.1 million in 2026.

Nick Eatock is the CEO of intelliflo.

419 people are employed at intelliflo.

intelliflo is based in London, Greater London.

The NAICS codes for intelliflo are [541, 54, 541511, 5415, 54151].

The SIC codes for intelliflo are [73, 737].

Top intelliflo Employees

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