Private equity giant Carlyle acquires Intelliflo from Invesco, strengthening its presence in wealth management technology and fintech innovation.
Highlights:
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Carlyle acquires Intelliflo from Invesco to boost fintech and wealth management technology offerings.
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The deal underscores growing private equity interest in digital wealth platforms.
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Intelliflo’s tech platform is expected to drive innovation and growth under Carlyle’s ownership.
Summary:
Carlyle has completed the acquisition of Intelliflo from Invesco in a move aimed at strengthening its footprint in the wealth management technology sector. Intelliflo, a digital platform that provides financial advisors with tools to streamline client management, will now operate under Carlyle’s ownership, enabling greater investment in fintech innovation.
This deal reflects the increasing appetite of private equity firms for scalable fintech solutions and highlights the sector’s importance in reshaping modern wealth management.
