Cardiff, United Kingdom
Delio helps financial institutions and organisations enhance their offering by connecting private deal flow with high net worth capital
Delio is a complete white label platform solution for private assets, that helps organisations and their advisors enhance their offering through connecting private deal flow with high net worth capital.
Providing flexibility and control, our configurable platforms can connect together multiple institutions so deal flow can be shared both internally and externally, increasing scalability in a structured, compliant manner.
From offices in Cardiff, London and Brussels, Delio is building a series of multi asset-class, connected private markets for a range of use cases. Examples include direct equity, impact investing, private debt and real estate.
CBTC, Senghennydd Road, Cardiff, CF24 4AY, United Kingdom
+44 2920 647 015
Investment Platforms & Tools
Delio was created from the recognition that the expectations of clients looking to invest in private assets were not being met. Today’s wealth creators expect real-time access to direct investment opportunities – We help organisations deliver this in a way that works for them and their clients.
Delio’s long-term goal is to create a globally connected multi-asset-class investment ecosystem that enhances liquidity and deal volume while maintaining an exceptional client journey. By leveraging technology and talent we offer premium, intelligent and flexible solutions to organisations in a range of applications. We help institutions and advisors evolve their offering and amplify opportunity.
Since 2015, we have been providing white-labelled, web-based platforms to help financial institutes and advisors connect their investors with opportunities within their own discrete networks. Today, Delio is the digital toolkit of choice for financial institutions and advisors looking to digitise and streamline.
Going beyond the technology, our people work with institutions to configure our core solution for a range of use cases and enable wider connectivity into a diverse private investment market. It’s the understanding of the wider consideration (pipeline management, marketing, compliance, investor motivation and behaviour) that makes Delio the solution of choice.
Private asset propositions are key to staying relevent to today's clients; helping attract propsects and improve engagement with existing clients. Delio's white label platform enables wealth managers to build new private asset propositions or digitise existing ones. We provide all the tools and features needed for an engaging proposition but then......
Individual institutional platforms can use DelioConnect to access an over-arching catalogue of network participants and identify vetted individuals or institutional participants allowing them to confidentially connect under their own terms of business.Once a connection is made, further interaction can occur between both parties in a secure fashion. DelioConnect members dictate who......view solution