Intelliflo, a prominent provider of technology solutions for financial advisors, has secured $205,000,000 in investment capital from investors. This substantial funding round highlights the company's critical role in advancing and enabling the global financial advisory experience.
The company's core mission is to widen access to financial advice through its leading technology. Intelliflo designs and implements open software architectures, leveraging unmatched industry experience to simplify the increasingly complex digital landscape for financial professionals. Its robust solutions currently support over 30,000 financial professionals across the globe, serving more than three million end-investors, and facilitating advice on over $1 trillion (US) in assets advised across its platforms. While operating independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in asset management, Intelliflo draws strategically from its parent company's strengths.
This significant capital injection is poised to accelerate Intelliflo's strategic growth initiatives and reinforce its position as a market leader. The company plans to deploy the funds to further enhance its technology development capabilities, expand its operational footprint globally, and strengthen its comprehensive suite of open architecture solutions. This investment is crucial as Intelliflo continues its dedication to powering the entire advisory lifecycle, solidifying its status as a global leader in financial advice technology.
Looking ahead, Intelliflo is strategically positioned for continued innovation and significant expansion. The company aims to empower even more financial professionals and broaden access to quality financial advice for a greater number of end-investors worldwide, underscoring its commitment to driving evolution within the financial services sector.
