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Intelliflo

Financial advisory services

Intelliflo logo
201-500 employees
  • B2B
  • Analytics
  • Financial Services
  • Automation
Wimbledon, London, UK

Company mission

intelliflo's mission is to widen access to financial advice.

Our take

As financial advisory firms have moved to remote working, they have struggled with the need to service their clients without face-to-face contact. intelliflo exists to provide financial services with the tools they need to support their clients digitally while at the same time streamlining their businesses through automation and digitised workflows.

Intelliflo is unique in the market in that it provides a true end-to-end solution for financial advisory services. In 2021 it fully integrated several companies that it had acquired under the intelliflo brand, allowing it to provide a single unified platform that covers a spectrum of services from financial planning, digital accounts and reporting, to name just a few. This has led to its adoption by over 30,000 professionals managing more than 3 million investors collectively, and over $1 trillion in assets advised across its platform.

Intelliflo is continuing to develop its product, forming partnerships such as its recent collaboration with Mintago which will allow its customers to use Mintago's Pension Hunting Platform, a useful perk as around £20 billion of pensions are unclaimed in the UK. As financial services increasing adopt digital ways of work, intelliflo is in an excellent position to extend its lead in the market.

Freddie headshot

Freddie

Company Specialist at Welcome to the Jungle

Benefits

  • Retirement savings plans
  • Generous health and wellness benefits
  • Flexible working

Company values

  • Support one another
  • Value teamwork
  • Drive personal growth
  • Do what matters most

Leadership

Has been CEO of intelliflo since co-founding the company in 2004.

Prior to co-founding intelliflo was Director at i4C.