intelliflo

intelliflo is a provider of web-based business management software for financial and mortgage advisors. Read more

109 Followers on Owler
109 Followers on Owler
109 Followers on Owler
109 Followers on Owler

intelliflo

intelliflo is a provider of web-based business management software for financial and mortgage advisors. Read more

Nick Eatock's photo - Chairman & CEO of intelliflo

Chairman & CEO

Nick Eatock

CEO Approval Rating

88/100

Founded:

2004

Status:

PrivateSubsidiary of Invesco Ltd.

Est. Annual Revenue
Est. Employees

INTELLIFLO TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

Missing a competitor? Contribute!

Durell Software is perceived as one of intelliflo's biggest rivals. Durell Software was founded in 1983, and is headquartered in Somerset, England. Durell Software is in the Mortgage Finance industry. Durell Software generates $48M less revenue vs. intelliflo.

360 Dot Net is a top competitor of intelliflo. 360 Dot Net is a Private company that was founded in 1998 in Hertfordshire, England. 360 Dot Net operates in the Mortgage Finance industry. Compared to intelliflo, 360 Dot Net has NaN fewer employees.

JCS is intelliflo's #3 rival. JCS is headquartered in , Other, and was founded in 1982. JCS competes in the Consumer Finance & Credit Cards industry. JCS generates 9.26% the revenue of intelliflo.

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Competitor - 1/1

Is Iress Ltd. a competitor of intelliflo?

intelliflo Acquisitions

No recent acquisitions found related to intelliflo

intelliflo Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Unattributed
Jul 2013
--

HgCapital

Since intelliflo was founded in 2004, it has participated in 1 round of funding. In total intelliflo has raised $0. intelliflo's funding round was on Jul 2013 for a total of $0

intelliflo Investments

No recent investments found related to intelliflo

intelliflo News

March 1, 2021Money Marketing

Intelliflo renames Intelligent Office as i4C merger creates new adviser tech name

Adviser software group Intelliflo is combining five businesses under the one brand to attempt to crea... See more »
February 7, 2021Money Management

Centrepoint announces technology deal with Intelliflo

Financial planningCentrepoint Alliance has emerged as a financial advice bridgehead for UK advice tec... See more »
November 4, 2020Wealth Adviser

Intelliflo reveals surge in tech champions among financial advice firms

Intelliflo reveals surge in tech champions among financial advice firms Submitted 04/11/2020 - 4:16pm... See more »
October 9, 2020privateequitywire

Intelliflo announces new structure for UK sales team

Intelliflo announces new structure for UK sales team Submitted 09/10/2020 - 10:53am Intelliflo, a pro... See more »
September 23, 2020Wealth Adviser

Intelliflo rolls out open banking to support holistic financial planning

Intelliflo rolls out open banking to support holistic financial planning Submitted 23/09/2020 - 3:59p... See more »
August 21, 2020Citywire

Intelliflo and Hubwise announce 'game-changing' tech tie-up

Both companies hope the change will result in a smoother client onboarding process.... See more »
May 4, 2020Money Marketing

Intelliflo launches first third-party model portfolios

Back office provider Intelliflo is set to launch portfolios from Sparrows Capital on its new Model Po... See more »

intelliflo Blogs

July 20, 2020IntelliFlo Blog

The problem with Centralised Investment Propositions

Centralised Investment Propositions (CIPs) are so omnipresent in the advice world, they o... See more »
May 19, 2020IntelliFlo Blog

Supporting staff remotely

Intelliflo research finds that managing the wellbeing of staff while working from home ha... See more »
May 1, 2020IntelliFlo Blog

Mindfulness matters

The global spread of COVID-19 has required people to work from home for an indeterminate ... See more »
May 1, 2020IntelliFlo Blog

Working from home technology tips

Working from home brings its own sets of challenges but having the right tools on hand ca... See more »
March 26, 2020IntelliFlo Blog

Time to focus clients on long-term holistic planning

There have been numerous regulation changes in recent years working in favour of cashflow... See more »
October 16, 2019IntelliFlo Blog

Is your data quality stunting your advisory firm’s growth?

How you handle and process client data can make or break your firm. Get it right and you ... See more »
October 3, 2019IntelliFlo Blog

5AMLD – Are you ready for the changes?

An eye-watering three trillion pounds is lost globally to fraud each year, accounting for... See more »

intelliflo Press Releases

intelliflo Videos

April 30, 2018IntelliFlo Vimeo Channel

"Aspira Financial Planning - The Personal Finance Portal" on VIMEO

Aspira Corporate Solutions Ltd speak about the Management Information insights they get from Intellig... See more »
February 14, 2018IntelliFlo Vimeo Channel

"Intelligent Office - Award winning software for financial advisers" on VIMEO

Intelligent Office (iO) is an award-winning web-based business management system for financial advise... See more »
January 15, 2018IntelliFlo Vimeo Channel

"What Intelligent Office does for me and my clients" on VIMEO

Hear what users of Intelliflo's Personal Finance Portal make of the system and the difference it has ... See more »
July 11, 2017IntelliFlo Vimeo Channel

"Change the Game Conference 2017 | Event Highlights" on VIMEO

Change the Game was Intelliflo's flagship conference, hosted annually in Manchester and London.We bro... See more »
June 30, 2017IntelliFlo Vimeo Channel

"PK Financial | Intelligent Office | Case Study" on VIMEO

PK Financial, which sits within the PK Group, is a firm of financial advisers that switched to Intell... See more »
June 2, 2017IntelliFlo Vimeo Channel

"Intelliflo | NCC Group | Akademia - Cyber security in financial services" on VIMEO

Watch this video on cyber security from Asset TV. Presented by Jenny Hammond, the video features pane... See more »
May 17, 2017IntelliFlo Vimeo Channel

"Lumin Wealth Management - Chartered Financial Planners | Case Study" on VIMEO

Lumin Wealth Management, a firm of chartered financial advisers, speak about their motivation for swi... See more »

Social Media

intelliflo Headquarters

60-68 Wimbledon Hill Road Wellington House

London, EnglandSW19 7PA

845-230-3800

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intelliflo Summary

ABOUT

Overview

intelliflo is a provider of web-based business management software for financial and mortgage advisors. intelliflo was founded in 2004. intelliflo's headquarters is located in London, England, GB SW19 7PA. It has raised undisclosed amount in 1 round. ...

CEO

intelliflo's Chairman & CEO, Nick Eatock, currently has an approval rating of 88%. intelliflo's primary competitors are Durell Software, 360 Dot Net & JCS.

Website

intelliflo.com

Frequently Asked Questions about intelliflo

  1. When was intelliflo founded?

    intelliflo was founded in 2004
  2. Who is intelliflo's CEO?

    intelliflo's CEO is Nick Eatock
  3. How much revenue does intelliflo generate?

    intelliflo generates $54M in revenue
  4. How much funding does intelliflo have?

    intelliflo has historically raised $0 in funding
  1. Where is intelliflo's headquarters?

    intelliflo's headquarters is in London England, GB
  2. How many employees does intelliflo have?

    intelliflo has 300 employees
  3. What sector does intelliflo operate in?

    intelliflo is in Application Software
  4. Who are intelliflo's competitors?

    intelliflo's top competitors are Durell Software, 360 Dot Net , JCS