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Intelliflo: The UK's Advice Software Monopoly
How a 483-person fintech dominates financial advice with $87.5M in revenue
While fintech startups chase disruption, Intelliflo quietly built a fortress in UK financial advice software. With 483 employees and $87.5M in revenue, they're not just a vendor—they're the operating system for UK wealth management.
"Intelliflo doesn't compete for market share—they ARE the market share."
The Silent Scale
Despite ranking #1,673,863 globally (a deceptive metric), Intelliflo's 50% direct traffic reveals their true position. Financial advisors don't Google alternatives—they bookmark Intelliflo. This is classic enterprise software lock-in: once you're in the workflow, you're not leaving.
The Advisor's OS
Their product strategy is brutally effective: streamline advice journeys, engage clients, grow businesses. It's not sexy—it's essential. The 37% organic search traffic comes from branded queries like 'intelliflo cashflow modelling,' proving they own the category keywords.
The tech stack tells the story of a mature, scaled product: jQuery, Bootstrap, GSAP for interactions, Tailwind for modern UI. They're not chasing bleeding-edge frameworks—they're optimizing for reliability. The PWA capability suggests they're modernizing legacy systems while maintaining stability.
- CEO Nick Eatock leads a 483-person machine with clear enterprise focus
- Trustpilot rating of 2.9/5 from 5 reviews suggests enterprise support challenges (expected at scale)
- Top keywords are branded—category ownership is absolute
- Social presence on LinkedIn/Twitter indicates B2B focus, not consumer marketing
The Unsexy Billion-Dollar Playbook
Build essential infrastructure, own the workflow, ignore the hype cycle. Intelliflo proves that boring B2B fintech beats flashy consumer apps for real value creation.
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intelliflo office | UK's leading provider of advice software
The UK's leading provider of advice software. Streamline advice journeys, engage clients, and grow your business.
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Reviews (4)
Sadly I would agree with the reviews…
Sadly I would agree with the reviews here. They charge a massive amount and when there is a bug or you need support its really poor. The waiting times are terrible and many of the support advisers cant really help.
Poor support and old technology.
Poor support and old technology for an exorbitant price each month which continues to escalate exponentially. I hope AI can replace it all soon. The management doesn't even care about these reviews like most organisations. Enough advisers are paying the subscription and are effectively stuck with them.
Unbelievably complex system with…
Unbelievably complex system with duplicative terminology. Instead of making advice process simpler it now takes 3,sometimes more actions to do what I used to do in one. Additionally the system is "so intelligent" it can't even remember that I have already said yes to the question " existing pension plan ?"
Technical support who can't be bothered
Technical support who can't be bothered yet againAnother instance of technical support not being bothered to talk to you, all they do is send you off to the community and look at some video because they can't be bothered to talk to you, the subtext here is probably because their staff don't know what they're talking about and can't be bothered to navigate you to where you need to be much easier to just say go away and look at the video, and then surprise surprise the cases closed not resolved not dealt with but just closed because it looks good on their figures
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About intelliflo.com
The UK's leading provider of advice software. Streamline advice journeys, engage clients, and grow your business.
Company Overview
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Technology Stack
intelliflo.com uses 20 technologies across their website including Font Awesome, Okta, PHP, and more.
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Font Awesome
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Okta
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PHP
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Contentful, WordPress
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Cloudflare
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Traffic & Audience
intelliflo.com receives approximately 15.8K monthly visitors and ranks #1,673,863 globally. The website has a bounce rate of 41% with visitors viewing an average of 1.8 pages per visit. Users spend an average of 1:01 on the site.
The majority of intelliflo.com's traffic comes from undefined, undefined, .
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This page provides publicly available information about intelliflo.com. Data is collected from various public sources and may not always be up to date. For the most accurate information, please visit intelliflo.com directly at https://intelliflo.com.