Intelliflo Limited
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Intelliflo Limited - overview
Established
2004
Location
Wimbledon, -, UK
Primary Industry
Software
About
Founded in 2004, Intelliflo initially operated under the name DWSCO 2560 Limited before adopting its current name later that year. In August 2025, Carlyle Group agreed to acquire Intelliflo Limited from INVESCO Plc for USD 135 million. As part of the deal, Intelliflo Limited will receive an additional payment of USD 35 million based potential future earn outs. Intelliflo provides a cloud-native, multi-tenanted SaaS platform for financial advisers and wealth management firms, offering integrated CRM, workflow automation, compliance, advanced financial planning, portfolio valuation, digital onboarding, and seamless communication tools, with connectivity to over 120 third-party applications to ensure scalability and regulatory compliance for firms of all sizes.
Intelliflo operates on a subscription-based model, offering tiered pricing plans based on firm size and complexity. Revenue is primarily generated through ongoing subscriptions for access to its SaaS platform and services, including compliance workflows, portfolio management, and client engagement tools. Additional revenue comes from integrations and partnerships with third-party providers, creating a predictable and recurring income stream. The 2025 acquisition will strengthen Intelliflo Limited's businessin the UK and expand its operational capabilities in Australia.
Primary Industry
Software
Sub Industries
e-Financial, Web Applications, Accounting/Finance Software
Website
www.intelliflo.com
Verticals
Cloud Computing, FinTech, FinTech
Company Stage
Acquired
Total Amount Raised
Subscriber access only
Intelliflo Limited - timeline of key events
Intelliflo Limited - financials
| Fiscal Year Ended | Dec 31, 2010 | Dec 31, 2011 | Dec 31, 2012 | Dec 31, 2013 | Dec 31, 2014 | Dec 31, 2015 | Dec 31, 2016 | Dec 31, 2017 | Dec 31, 2018 | Dec 31, 2019 | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 | Dec 31, 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue (USD) | 6,439,083 | 8,872,981 | 12,662,540 | 13,786,964 | 13,525,069 | 15,532,273 | 18,804,373 | 22,618,332 | 27,996,024 | 31,805,465 | 34,766,682 | 37,560,152 | - | - | - |
| % Revenue Growth (YoY) | - | 37.8% | 42.7% | 8.9% | (1.9%) | 14.8% | 21.1% | 20.3% | 23.8% | 13.6% | 9.3% | 8.0% | - | - | - |
| EBITDA (USD) | 1,832,798 | 1,867,315 | 4,314,345 | 2,831,556 | 3,857,062 | 4,213,076 | 5,286,720 | 6,349,759 | 3,532,685 | 6,974,752 | 5,922,542 | 3,268,684 | - | - | - |
| Operating Income (USD) | 1,551,723 | 1,514,451 | 3,644,225 | 1,894,371 | 2,874,561 | 2,997,370 | 3,863,051 | 4,796,397 | 1,757,906 | 4,589,809 | 2,022,500 | (1,396,940) | - | - | - |
| Operating Margin | 24.1% | 17.1% | 28.8% | 13.7% | 21.3% | 19.3% | 20.5% | 21.2% | 6.3% | 14.4% | 5.8% | (3.7%) | - | - | - |
| % EBITDA Margin | 28.5% | 21.0% | 34.1% | 20.5% | 28.5% | 27.1% | 28.1% | 28.1% | 12.6% | 21.9% | 17.0% | 8.7% | - | - | - |
| NET Income (USD) | 1,317,758 | 1,495,395 | 3,239,629 | 1,948,462 | 2,412,992 | 2,839,192 | 3,754,317 | 4,434,496 | 649,419 | 3,752,043 | 1,585,930 | (1,281,377) | - | - | - |
| % Net Margin | 20.5% | 16.9% | 25.6% | 14.1% | 17.8% | 18.3% | 20.0% | 19.6% | 2.3% | 11.8% | 4.6% | (3.4%) | - | - | - |
Intelliflo Limited - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Corporate Carve Out | Announced | Intelliflo Limited | - | ||||||||
| Trade Sale | Completed | Intelliflo Limited | - | ||||||||
| Buyout | Completed | Intelliflo Limited | - |
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Intelliflo Limited - employee data
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