• FOUNDING YEAR: 2014
    LOCATION:
    United Kingdom
    REGION:
    Cardiff
    Last Update:
    19 Dec, 2019
    Global presence:
    Belgium, Australia
    Company priority:
    We are hiring! Know anyone awesome?

Description

FOCUS

PRODUCTS & SERVICES:
White labeled investment management software for private markets. The Delio platform enables financial institutions to allow high net worth individuals access and share investing opportunities in a controlled network environment, while being compliant at the same time. The platform helps financial organizations and their advisors enhance their offering through connecting private deal flow with high net worth capital.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Major clients from Banks, Financial institutions, Wealth management firms, Government organizations. Some of customers Coutts, ING, UK Business Angels Association (UKBAA), etc.
EXISTING PARTNERSHIPS:
Bizspark, AWS activate. The company has partnered with Bizspark, AWS activate. UKBAA and Delio partner to enhance digital angel investment infrastructure. (Jan 2017)

PEOPLE

FOUNDERS:
Gareth Lewis
Board Members and Advisors:
Avron Epstein, Jan Raskin
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Startupbootcamp, Development Bank of Wales
KEY EMPLOYEES:
Gareth Lewis (CEO); David Newman (COO); Andy Samuel (CTO); Gareth Morgan (Chief Risk, Compliance Officer)
COMMENT:
David Newman is a CFA Charterholder and previously advised High and Ultra High Net Worth individuals and family offices at institutions such as UBS and Barclays Wealth. Gareth Morgan, former Chief Risk Officer of HSBC Private Bank in Asia Pacific.

TRACTION

COMMENT:
Currently, the company is working on projects across Belgium, Holland, Luxembourg and expand across europe.

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$3.77 Millions
DATE OF LAST FUNDING:
Dec 2017
TOTAL FUNDING COMMENT:
The company will use funds to expansion in Europe, Asia, and the Middle East. (Dec. 2017)
SEED & PRIOR FUNDING:
$16.26 K
SEED CLOSED ON:
Jul 2015
FUNDING SERIES:
Others
$3.75 Millions Closed: Aug 2019
LISTED:
NO
COMMENT:
The company raises funds $1.34 M in Dec 2017.

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