intelliflo
Artificial Intelligence · Financial Services
Overview
Streamline workflows, enhance client engagement, and drive business growth with financial adviser software built for modern advisory firms.
Funding and backers
Latest round
Venture round
May 2023 · 3 yr ago
The money's age
Long since its last round
41 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
May 19, 2023
Raised a round Venture round
Nov 15, 2019
Raised a round Venture round
Aug 8, 2013
Raised a round Venture round
Dec 22, 2009
Raised a round Venture round
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | May 2023 | — | — | find-and-update.company-information.service.gov.uk |
| Venture round | Nov 2019 | — | — | find-and-update.company-information.service.gov.uk |
| Venture round | Aug 2013 | — | — | find-and-update.company-information.service.gov.uk |
| Venture round | Dec 2009 | — | — | find-and-update.company-information.service.gov.uk |
Registers and programsofficial lists and records that name the company
| Legal entity | Intelliflo Limited | its site |
Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers
Reach your financial goals with Wren Sterling. Discover how financial advice could help you with Financial Advisers invested in your…
AI file notes for Australian financial advisers. Upload a recording or transcript, get an adviser-ready file note, flag gaps, and learn…
Ningi empowers financial advisers with a modern, integrated SaaS platform that amplifies efficiency, streamlines operations, and provides…
At AFH Wealth Management, our financial advisers can help you plan your finances, manage your investments & wealth to ensure you meet your…
Farther is a New York wealth technology company founded in 2019 that equips financial advisers with modern software. Its platform automates…
The d1g1t Enterprise Wealth Management Platform empowers financial advisory firms to scale up the high-value, human services.