Carlyle acquired Intelliflo from Invesco for £148.6m in August
‘Even if IFAs had the budgets, there is a huge amount of inertia at play here’
Purchased confirmed after reportedly coming out on top in a bidding war race
Private equity group Carlyle secures ownership of Intelliflo
More than two-fifths are now using AI, Intelliflo has found
Advisers more than doubled number of clients onboarded each week
Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration
Launched at Intelliflo Innovate 2025
Bridging the advice gap(s)
Launches CRM integration for advisers