Intelliflo

5 results about this entity

Period: 04 Jun 2024 - 26 Aug 2025

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Carlyle to buy intelliflo for up to $200m

Investment firm Carlyle has agreed to buy intelliflo, a cloud-based practice management software for independent financial advisors in the UK, from Invesco in a deal worth up to $200 million.

26 August 2025

Company announcement/wealth

Financial advisors look to digitise onboarding

Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year-on-year, intelliflo’s Advice Efficiency Survey 2025 [1] reveals.

15 July 2025

Company announcement/wealth

Focus Financial Partners adopts intelliflo redblack for wealthtech stack

Intelliflo redblack today announced that Focus Financial Partners Inc. has adopted intelliflo redblack as a strategic trade and rebalance technology solution, extending its capabilities across the organization’s firms.

05 May 2025

Company announcement/wealth

Alpha Capital Family Office rolls out intelliflo redblack

intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum.

06 February 2025

Company announcement/ai

Aveni partners with intelliflo as a strategic AI partner

aveni.ai, an award-winning AI Fintech company, and intelliflo, a global leader in financial advice technology, have partnered to integrate generative AI, aiming to revolutionise the financial advice workflow and compliance with an end-to-end solution.

04 June 2024