intelliflo helps simplify the complex digital landscape for financial advisors, enabling them to grow and compete. The company’s technology supports over 30,000 advisors worldwide, representing over ...
Carlyle-backed wealth technology platform Intelliflo could eye deals for rivals or other businesses after landing a private equity buyout over the summer. Private Equity News’s sister title Financial ...
Faybl is an end-to-end digital tool specifically designed for financial advisers and wealth managers, utilising AI to assist wealth professionals with client meeting preparation, fact-finding, data ...
Ritwik is a passionate gamer who has a soft spot for JRPGs. He's been writing about all things gaming for six years and counting. No matter how great a title's gameplay may be, there's always the ...
Intelliflo has been acquired by global investment firm Carlyle for $200 million. The software firm was first acquired by asset manager Invesco in June 2018 but it has now been announced it will sell ...
Global investment firm Carlyle (NASDAQ:CG) has agreed to acquire Intelliflo, a UK-based provider of cloud-based practice management software for independent financial advisors (IFAs), from Invesco ...
(RTTNews) - Carlyle (CG) and Invesco (IVZ) announced an agreement for Carlyle to acquire intelliflo from Invesco. Intelliflo is a provider of cloud-based practice management software for independent ...
ATLANTA and LONDON, Aug. 26, 2025 /PRNewswire/ -- Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle ...
Investing.com -- Global investment firm Carlyle has reached an agreement to acquire intelliflo from Invesco, according to an announcement made Tuesday. intelliflo is a market leading provider of cloud ...
Nick Eatock, CEO and Founder of intelliflo, said the company will continue to focus on delivering solutions for its core UK and Australian customer bases with Carlyle’s support. Doug Sharp, Senior ...
The purchase price of up to $200 million is comprised of $135 million at closing, and up to an additional $65 million in potential future earn outs. Carlyle has agreed to buy Intelliflo from Invesco ...
Investment management company Invesco is selling its financial advice and investment management provider, intelliflo, with operations in the U.K. and U.S., to global investor Carlyle Group. Washington ...