Delio
- Company typePrivate
- Founded2015
- HeadquartersCardiff, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
Delio firmographics
Firmographics- Name
- Delio
- Legal name
- Delio Ltd
- Website
- https://deliogroup.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Acquired
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Delio industry classification
Industry- Product category
- Wealth Management Technology
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Delio is headquartered
LocationHeadquarters
- HQ city
- Cardiff
- HQ country
- United Kingdom
- HQ region
- Europe
Offices5 records
Markets served
Delio business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Licensing: Subscription-based SaaS licensing of Delio Core OS platform to financial institutions under white-label arrangements.
- Professional Services: Implementation, customization, and consulting services supporting platform deployment for financial institutions.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Delio product offering
Product offeringCore offering
Delio provides a white-label, AI-powered operating system (Delio Core OS) that enables wealth management firms, private banks, and other financial institutions to digitize, distribute, and report on private market investment products. Its modular platform covers onboarding, compliance, transaction processing, portfolio reporting, and client self-serve workflows, supplemented by a digital investment structuring solution (Delio Structuring) for end-to-end vehicle design and administration.
Product overview
Delio provides a platform-plus-modules architecture centered on Delio Core OS, an AI-powered white-label operating system for private markets distribution and reporting. Delio Structuring is a complementary module deployed within Core OS for end-to-end investment structuring (design, manufacture, administration). The platform serves over 50 global financial institutions across 18 regulatory jurisdictions with over 12,000 end clients, and was acquired by iAltA Holdings in February 2026 alongside sister companies Verivend and Betterfront under the Helm brand.
Differentiator
Problem solved
Functional benefit
Products and services
- Delio Core OS AI-powered, configurable, low-code white-label operating system and advisor/client experience layer for private markets that handles distribution, onboarding, compliance, transaction processing, form automation, client reporting, and API connectivity. Deployed by banks, wealth managers, and asset managers under their own branding.
- Delio Structuring Digital investment structuring solution deployed within Core OS that supports design, manufacture, and administration of investment vehicles across investor types, products, asset classes, and structures, with frameworks including Global Nominee Solutions, Lux SPV, RAIF, ELTAF, Cayman SPC, and Delaware LLC.
- Delio Core Lite Lighter-weight entry-point version of Delio Core OS aimed at improving digital client experience in private markets for financial institutions that need a reduced deployment scope.
Quantifiable outcome
- Over 50 financial institutions globally using the platform
- +1 more outcomes
Companies that use Delio
Customer profileNamed customers9 records
Segments1 record
Ideal customer profiles2 records
Delio technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability6 records
Feature3 records
Delio partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- iAltA HoldingsflagshipNew York-based acquirer and parent company of Delio, backed by WestCap. Also acquired Betterfront and Verivend.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
Delio competitors and assessment
Company assessmentBroad incumbents
- Addepar: Wealth management technology platform serving large RIAs, family offices, and private banks with portfolio analytics and reporting. Comparable as a private markets-aware wealth tech platform, but with a broader public-markets orientation and far larger scale.
- Avaloq: Digital banking and wealth management technology platform serving private banks and wealth managers, particularly in Switzerland and Europe. Comparable to Delio in serving private banking and wealth management clients with configurable platform technology.
- FNZ: Large-scale end-to-end wealth management platform serving global financial institutions with white-label capabilities. Comparable to Delio as a white-label wealth/private markets technology provider, though FNZ is far larger and broader in scope.
Direct peers
- Canoe Intelligence: AI-powered alternatives investment document and data management platform for institutional investors and allocators. Comparable to Delio in applying automation and AI to private markets operational workflows.
- Allvue Systems: Software platform for alternative investment managers, fund administrators, and allocators covering deal management, fund accounting, and investor reporting. Comparable to Delio in serving private markets operational technology needs.
- Dynamo Software: Cloud-based configurable platform for alternative investment managers, from fundraising and CRM through investor portal, deal management, and reporting. Closely comparable in configurability and white-label-style deployment for private markets.
- iCapital Network: Leading white-label private markets platform for advisors, wealth managers, and banks. Directly comparable to Delio as both target financial institutions seeking turnkey technology to distribute and administer private market products to their clients.
- Juniper Square: Investor management, CRM, and reporting software for private market fund managers and their LPs. Closely comparable in serving private market distribution, onboarding, and reporting workflows for alternative investment managers.
- Backstop Solutions: Cloud-based productivity and CRM platform purpose-built for investment managers, including alternatives. Comparable to Delio in serving private fund managers and allocators with configurable workflow and reporting tooling.
Regional players
- Profile Software: Investment management and banking software vendor focused on European financial institutions, including private banking and asset management. Comparable to Delio as a regional provider of private markets-adjacent platform technology in the European market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Delio social profiles
Digital presenceDelio compliance and trust
Trust signalCompliance1 record
Delio financial estimates
Financial estimateRevenue estimate
Valuation estimate
Delio leadership team
Management profileNumber of profiles
Profiles6 records
Delio subsidiaries and ownership
Company hierarchySubsidiaries1 record
Delio funding detail
Funding detailFunding overview
Funding rounds6 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Delio M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Delio
What does Delio do?
Delio provides a white-label, AI-powered operating system (Delio Core OS) that enables wealth management firms, private banks, and other financial institutions to digitize, distribute, and report on private market investment products. Its modular platform covers onboarding, compliance, transaction processing, portfolio reporting, and client self-serve workflows, supplemented by a digital investment structuring solution (Delio Structuring) for end-to-end vehicle design and administration.
Is Delio a public or private company?
Delio is a private company. It is classified as corporate owned and is currently acquired.
When was Delio founded?
Delio was founded in 2015. It employs 51 to 100 people.
Where is Delio based?
Delio is headquartered in Cardiff, United Kingdom, in the Europe region.
How does Delio make money?
Two revenue lines are on record. SaaS Licensing is the primary driver. The others are professional Services.
Who are Delio's main competitors?
Broad incumbents on record are Addepar, Avaloq and FNZ. Direct peers are Canoe Intelligence, Allvue Systems, Dynamo Software, iCapital Network, Juniper Square and Backstop Solutions. Profile Software is listed as a regional player.
Does Delio have an API?
Yes. The Delio Core API is a two-way integration surface for Delio Core OS — the AI-powered, white-label operating system for wealth managers, investment banks, and asset managers. It enables pushing data into Delio from CRM, portal, or core banking systems; pulling deals, investors, transactions, and reporting out to downstream systems; and subscribing to webhooks for real-time events. Covers Deals, Investors, Transactions, Forms, Portfolio reporting, Attachments, Webhooks, and Compliance. Authentication uses Bearer tokens with scopes and rotation. Developer documentation is at developer.deliogroup.com.
What industry is Delio in?
Delio's product category is Wealth Management Technology. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 518 and its SIC code is 7372.