intelliflo has been included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies. intelliflo has been recognised for its robust, API-based financial advisory platform that allows advisers to personalise and digitise financial advice at scale.
intelliflo helps simplify the complex digital landscape for financial advisors, enabling them to grow and compete.
Nick Eatock, CEO of intelliflo, said, “As the financial advice market continues to grow increasingly crowded and complex, the role of technology is even more critical. intelliflo’s open architecture drives new levels of flexibility, efficiencies and personalisation across financial advice, empowering organisations of all sizes with digital tools to better serve investors. We are proud to be recognised on the WealthTech100 for how we are helping advisors across the globe serve more investors, ultimately widening access to financial advice.”
“The financial advisory sector is facing a significant transformation as customers’ preferences evolve and advisors must reconsider their approach,” said Richard Sachar, Director at Fintech Global. “intelliflo and other leaders listed on our 2024 WealthTech100 ranking comprehend these challenges and are offering advanced technology to effectively adapt to the evolving landscape and support financial advisors in their success.”
The WealthTech100 list highlights the industry’s leaders in tech innovation that are likely to have a lasting impact. More information about the award and the full list of the WealthTech100 companies can be found here.
