Cardiff, United Kingdom

Delio

Business introduction

Creating and delivering private asset platforms

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.

Physical Address

CBTC, Senghennydd Road, Cardiff, CF24 4AY, United Kingdom

Website Address

www.deliowealth.com

Email Address

team@deliowealth.com

Telephone Number

+44 2920 647 015

Ownership Type

Private

Solution provider video: A video introduction to Delio and its platform

Investment Platforms & Tools, Portfolio Build, Analysis & Reporting Tools

11/10/2017

Cardiff-headquartered private asset platform provider, Delio, provides a video introduction to its solution, highlighting: How its platform can help firms differentiate and attract new clients Increase engagement with existing clients Support overcoming the......

TWM video interview: An introduction to Delio (Part 2)

Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools

22/06/2018

TWM video interview: An introduction to Delio (Part one)

Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools

04/06/2018

Business Overview

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.

Key Data

Year founded
2015
employees
21-50
wealth management employees
21-50
clients
251-500
offices
5
Office Regional Presence
  • Middle East
  • Oceania
  • Western Europe
Type of Clients
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Single Family Office
  • View Others View Less
Client Regional Presence
Delio client presence
  • Belgium
  • Luxembourg
  • Netherlands
  • Switzerland
  • United Kingdom

Delio Solutions

Delio

Private asset propositions are vital for staying relevant to today's clients; helping attract prospects 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 necessary to create an engaging platform which......

business needs
Client type
client geography presence
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DelioConnect

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 connect under their terms of business confidentially. Once a connection is made, interactions can occur between both parties securely. DelioConnect members dictate whom they connect with and......

business needs
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Regulatory and Support Services

We work hand in hand to design solutions to meet your ambitions and can develop your core capabilities through a range of consultancy, regulatory and support services. We appreciate and understand the regulatory and compliance challenges facing organisations offering private assets to individual investors; mainly when operating across borders or......

business needs
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