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intelliflo is a provider of web-based business management software for financial and mortgage advisors... Read more
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intelliflo is a provider of web-based business management software for financial and mortgage advisors... Read more
Intelliflo Chairman & CEO: Nick Eatock

Chairman & CEO

Nick Eatock

CEO Approval Rating

91/100

2004

PrivateAcquisition Pending from The Carlyle Group

Banking, Financial Services and Insurance
Mortgage Finance
7372 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
250-500
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Acquisitions
1

News

Partnership
Feb 06, 2026
Fintech Finance News
intelliflo and Sderberg & Partners Form Strategic Partnership to Drive Adviser Efficiency
Acquisition
Aug 26, 2025
LeapRate
Intelliflo Was acquired by The Carlyle Group for $200M

Intelliflo Competitors

1Durell
2360 Dot Net
3JCS
4Iress
5Smartr365
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