IntelliBonds
- Company typePrivate
- Founded2018
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
IntelliBonds firmographics
Firmographics- Name
- IntelliBonds
- Legal name
- Intellibonds Ltd
- Website
- https://intellibonds.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
IntelliBonds industry classification
Industry- Product category
- Fixed Income Investment Software
- NAICS
- Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)
- SIC
- Investment Advice (6282), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Alternative Data & Credit Scoring (Cashflow, Telco, Utility, Open Banking) (FSAGAHAC)
- akta.pro secondary industries
- Fixed Income Electronic Trading Platforms (Bonds/Credit) (FSAFANAB), Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity) (FSAGAEAJ)
Keywords
Where IntelliBonds is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
IntelliBonds business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Software-as-a-Service subscription model providing access to Credit Assist and Portfolio Assist platforms on a subscription basis. Delivered via cloud with pricing likely tiered by portfolio size or AUM.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription - pricing available upon request |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
IntelliBonds product offering
Product offeringCore offering
IntelliBonds provides an AI-augmented fixed income investment platform comprising two core products — Credit Assist and Portfolio Assist — that automate credit analysis, predictive credit risk monitoring, portfolio construction, optimization, and trade idea generation for institutional investors. The platform also offers Portfolio as a Service (PaaS) and integrates with SimCorp Dimension, CityFALCON, and Clarity AI, running on Microsoft Azure cloud infrastructure.
Product overview
IntelliBonds offers an AI-augmented fixed income investment platform comprising two core products: Credit Assist and Portfolio Assist, along with a Portfolio as a Service (PaaS) offering. Credit Assist provides AI-powered credit rating predictions, automated credit analysis workflows, and investment recommendations. Portfolio Assist enables intelligent portfolio construction, optimization, and trade idea generation. Both products leverage virtual AI assistants that collaborate with investment professionals, and the platform integrates with SimCorp Dimension for seamless workflow with institutional investment management systems.
Differentiator
Problem solved
Functional benefit
Products and services
- Credit Assist AI-powered credit analysis platform supporting analysts' daily workflow from fundamental and relative value analysis through news assessment and risk analysis to fixed income investment recommendations. Provides AI-powered credit rating and spread predictions, fully automated credit analysis workflows, 24x7 credit risk monitoring, and investment recommendations. Designed for credit analysts at institutional investors.
- Portfolio Assist Intelligent portfolio construction, optimization and investment idea generation platform enabling portfolio construction within a minute reflecting specific requirements and analyst recommendations in real-time. Includes My Accounts, Portfolio Optimiser, Portfolio Batch, and Portfolio Analysis and Monitoring modules. Designed for portfolio managers and traders.
- Portfolio as a Service (PaaS) SaaS offering providing AI-augmented investment decision processes with intelligent automation and explainable AI. Centers around human-AI collaboration allowing analysts and portfolio managers to remain in control while unlocking additional returns and shrinking cost base through automation-driven efficiency enhancements.
Quantifiable outcome
- 20-30% expected cost savings for institutional investors through intelligent automation
- +5 more outcomes
Companies that use IntelliBonds
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles4 records
IntelliBonds technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability10 records
Feature5 records
IntelliBonds partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core, support and infrastructure.
- Clarity AIcoreStrategic ESG partnership combining Intellibonds' predictive risk analytics with Clarity AI's sustainability technology platform. Enables ESG compliant portfolio optimization, climate risk factors, and building of climate-neutral fixed income investment products. Both platforms on Microsoft Azure for seamless integration.
- SimCorpcoreStrategic partnership where SimCorp offers AI-augmented fixed income management to their customers. Intellibonds implements cloud-based AI-augmented workflows providing a resilient and consolidated front office solution for alpha generation and risk management. Integration enables seamless import of portfolio positions from SimCorp Dimension with one click, with trades imported back via API.
- CityFALCONsupportFinancial content and analytics partnership. CityFALCON provides news stories from 5000+ vetted sources with machine learning analysis including relevance scores, sentiment analysis, and NLU entities. Content embedded in Credit Assist and Portfolio Assist products for enhanced due diligence and bond exploration.
- Microsoft AzureinfrastructureCloud infrastructure provider powering the SaaS platform. Both Intellibonds and Clarity AI platforms run on Microsoft Azure enabling minimal integration effort for clients.
- UK Business and Trade / British Consulate-General BostonsupportGovernment trade organizations supporting UK fintech companies with international expansion. Organized UK Fintech Trade Mission to Boston FinTech Week 2025.
- Fintech SandboxsupportBoston-based organization supporting fintech entrepreneurs with data and investment opportunities. Organized demo day events and trade missions for UK fintech companies.
- UK Investment AssociationcoreSelected for Engine Innovator Programme Cohort 7, providing platform to present at London and Edinburgh IA Annual Conferences and international delegations including Shanghai-London Asset Management Forum.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
IntelliBonds competitors and assessment
Company assessmentBroad incumbents
- MSCI: Provider of fixed income indices (including acquired IHS Markit iBoxx referenced in IntelliBonds marketing materials), Barra risk models, and portfolio analytics. Comparable as a broad incumbent supplying institutional investors with credit and portfolio analytics data that IntelliBonds complements or competes with.
- Aladdin (BlackRock): BlackRock's enterprise investment management platform offering risk analytics, portfolio management, and trading tools increasingly licensed to third-party institutional investors. Comparable as a broad incumbent with AI/ML investment in credit and fixed income analytics at far greater scale.
- Bloomberg: Bloomberg Terminal and PORT portfolio analytics dominate fixed income data, analytics, and workflow at institutional investors. Comparable as a broad incumbent offering credit risk analytics, portfolio management, and news-driven research that overlaps IntelliBonds' core value proposition at massive scale.
- MarketAxess: Leading electronic trading platform for fixed income, particularly credit, with growing analytics and data offerings around portfolio trading and credit pricing. Comparable as a broad incumbent in fixed income market infrastructure adjacent to IntelliBonds' analytics and trade idea generation.
- SimCorp: Provider of the SimCorp Dimension investment management platform, which is IntelliBonds' primary integration partner. Comparable as both a broader incumbent in front-to-back office investment management software and as the distribution channel through which IntelliBonds reaches institutional asset managers.
- S&P Global Market Intelligence: Includes IHS Markit (a referenced IntelliBonds partner) and offers credit ratings, fixed income data, and portfolio analytics through S&P Capital IQ Pro. Comparable as a broad incumbent in fixed income data and analytics that competes on data breadth and integration depth with institutional clients.
- Charles River Development (State Street): State Street's Charles River IMS is a front-to-back investment management platform used by large institutional asset managers, with risk, compliance, and trading modules. Comparable as a broad incumbent platform integrating portfolio management, order management, and analytics that competes for similar enterprise technology budgets.
Direct peers
- Qontigo: STOXX indices plus Axioma portfolio risk and analytics, formed from Deutsche Börse's acquisition of Axioma. Directly comparable as a provider of fixed income and multi-asset portfolio analytics, optimization tools, and risk models used by institutional asset managers and asset owners.
- Addepar: Portfolio management and analytics platform serving asset owners, family offices, and wealth managers with data aggregation, performance reporting, and analytics. Comparable as a technology-led platform modernizing investment workflows, with overlap in family office and institutional fixed income segments IntelliBonds targets.
- Clearwater Analytics: Cloud-based investment accounting, reporting, and analytics platform primarily serving insurance companies, corporates, and asset managers. Comparable as a SaaS platform modernizing fixed income investment data and analytics workflows for institutional clients, including insurance.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
IntelliBonds social profiles
Digital presenceIntelliBonds compliance and trust
Trust signalCompliance2 records
IntelliBonds financial estimates
Financial estimateRevenue estimate
Valuation estimate
IntelliBonds leadership team
Management profileNumber of profiles
Profiles13 records
IntelliBonds funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IntelliBonds 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 IntelliBonds
What does IntelliBonds do?
IntelliBonds provides an AI-augmented fixed income investment platform comprising two core products — Credit Assist and Portfolio Assist — that automate credit analysis, predictive credit risk monitoring, portfolio construction, optimization, and trade idea generation for institutional investors. The platform also offers Portfolio as a Service (PaaS) and integrates with SimCorp Dimension, CityFALCON, and Clarity AI, running on Microsoft Azure cloud infrastructure.
Is IntelliBonds a public or private company?
IntelliBonds is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was IntelliBonds founded?
IntelliBonds was founded in 2018. It employs 1 to 10 people.
Where is IntelliBonds based?
IntelliBonds is headquartered in London, United Kingdom, in the Europe region.
How does IntelliBonds make money?
One revenue line is on record: saaS Subscription.
Who are IntelliBonds's main competitors?
Broad incumbents on record are MSCI, Aladdin (BlackRock), Bloomberg, MarketAxess, SimCorp, S&P Global Market Intelligence and Charles River Development (State Street). Direct peers are Qontigo, Addepar and Clearwater Analytics.
Does IntelliBonds have an API?
Yes. IntelliBonds provides API integration capabilities enabling portfolio positions to be imported from SimCorp Dimension with one click. The platform exports generated trade lists back into SimCorp Dimension order management system via API to generate trade orders. The integration supports real-time data exchange between systems. No public developer documentation URL identified.
What industry is IntelliBonds in?
IntelliBonds's product category is Fixed Income Investment Software. Its primary akta.pro industry code is FSAGAHAC, Alternative Data & Credit Scoring (Cashflow, Telco, Utility, Open Banking), with a secondary code of FSAFANAB, Fixed Income Electronic Trading Platforms (Bonds/Credit). Its NAICS code is 523940 and its SIC code is 6282.