$465 Billion Private Equity Firm Carlyle Buys UK-Based Financial Advisor Software Company intelliflo for $205 Million from $1.6 Trillion Asset Manager Invesco, Supports 30,000+ Financial Professionals Worldwide Representing More than 3 Million End-Investors with $1 Trillion Assets Served on intelliflo Platforms, Founded in 2004 by Nick Eatock & Akeel Ahmed
21st August | Hong Kong
Leading private equity firm Carlyle ($465 billion AUM) has been reported to be buying UK-based financial advisor software company intelliflo for $205 million from asset manager Invesco ($1.6 trillion AUM). intelliflo supports 30,000+ financial professionals worldwide, representing more than 3 million end-investors with $1 trillion assets served on intelliflo platforms. intelliflo was founded in 2004 by Nick Eatock & Akeel Ahmed. intelliflo – intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms. intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.
“ $465 Billion Private Equity Firm Carlyle Buys UK-Based Financial Advisor Software Company intelliflo for $205 Million from $1.6 Trillion Asset Manager Invesco, Supports 30,000+ Financial Professionals Worldwide Representing More than 3 Million End-Investors with $1 Trillion Assets Served on intelliflo Platforms, Founded in 2004 by Nick Eatock & Akeel Ahmed “
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$465 Billion Private Equity Firm Carlyle Buys UK-Based Financial Advisor Software Company intelliflo for $205 Million from $1.6 Trillion Asset Manager Invesco, Supports 30,000+ Financial Professionals Worldwide Representing More than 3 Million End-Investors with $1 Trillion Assets Served on intelliflo Platforms, Founded in 2004 by Nick Eatock & Akeel Ahmed
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