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 ...

After changing private equity backer, Intelliflo CEO Nick Eatock tells Professional Adviser how there was “a real meeting of minds” Back in August this year, private equity group Carlyle acquired ...

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 ...

If you use these tutorials for your work, consider citing the corresponding paper: Dupré la Tour, T., Visconti di Oleggio Castello, M., & Gallant, J. L. (2025). The ...

Carlyle has plans to acquire Intelliflo, a provider of cloud-native practice management software for independent financial advisers (IFAs), from Invesco. The transaction, which also includes ...

Global investment firm Carlyle Group has agreed to acquire London-based financial software provider intelliflo from asset manager Invesco, in a deal worth up to $200 million, according to reports from ...

The deal, which includes an initial sum of $135m, is slated for completion in the fourth quarter of 2025. Credit: T. Schneider / Shutterstock.com Investment firm Carlyle has reached an agreement to ...

Global investment firm The Carlyle Group Inc. CG announced an agreement to acquire intelliflo from Invesco Ltd. IVZ as part of its strategy to deepen exposure to financial software. Founded in 2004 ...

Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack ...

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 ...