Intelliflo Overview

  • Founded
  • 2004
Founded
  • Status
  • Private
  • Employees
  • 84
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 2
  • Investments
  • 1

Intelliflo General Information

Description

Developer of market-leading practice management software designed to help financial advisers transform and grow their business. The company's software enable the clients in the financial services sector use software that helps them be lean and efficient, manage the risks and build a better business.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Business/Productivity Software
Primary Office
  • Wellington House
  • 60-68 Wimbledon Hill Road
  • London SW19 7PA
  • England, United Kingdom
+44 0330 000 0000
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Intelliflo Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Intelliflo Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of market-leading practice management software designed to help financial advisers transform and grow their bu
Business/Productivity Software
London, United Kingdom
84 As of 2014
0000 0000-00-00
000000000000

0000000

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00000000 00000000
Pleasanton, CA
00000 As of 0000
00000
00000000000 00000
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Intelliflo Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000000 Formerly VC-backed Pleasanton, CA 00000 00000 00000000000 00000
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Intelliflo Executive Team (9)

Name Title Board Seat Contact Info
James Rawson Chief Operating Officer
Akeel Ahmed Co-Founder and Chief Technology Officer
Wenda Field Chief Sales Officer
Mike Clifford Chief Commercial Officer
Nick Eatock Executive Chairman, Co-Founder & Chief Executive Officer
You’re viewing 5 of 9 executive team members. Get the full list »

Intelliflo Board Members (6)

Name Representing Role Since
0000 000000 Intelliflo Executive Chairman, Co-Founder & Chief Executive Officer 000 0000
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Intelliflo Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Intelliflo Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Intelliflo Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 0000000000 01-Aug-2019 0000000000 Business/Productivity Software 0000 000000
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Intelliflo Subsidiaries (1)

Company Name Industry Location Founded
000 0000000000 Business/Productivity Software Bath, United Kingdom 0000
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