Delio

Transforming Private Markets

Delio

Since 2015, we’ve been digitally transforming the private markets landscape. Our mission is simple - we want to help a broad range of financial institutions to connect their clients with investment opportunities quickly, transparently and compliantly.

Our highly configurable technology helps the world’s most respected financial institutions to create, scale and streamline their end-to-end private investment propositions - from deal origination and distribution, through to portfolio management, compliance and reporting. In doing so, we enable our clients to meet the rapidly changing needs of modern investors. 

Delio-powered platforms are transforming the way private market opportunities are presented to potential investors. We do this by creating end-to-end digital solutions that mitigate the challenges typically associated with the private market investments industry:

  • Save time by getting rid of manual, time-consuming processes.
  • Stop relying on disparate data stored in multiple locations.
  • Add a new level of rigour and compliance to private market activities.
  • Use data insights to connect the right client to the right investment at the right time.

As an unconflicted partner, Delio is FCA-regulated and works hand-in-hand with its clients. Our technology moulds around their private markets proposition, rather than the proposition having to be retrofitted into our technology.

Year Established

2015

Number Of Employees

63

Headquarters

29 Windsor Place , Cardiff , Cardiff , CF10 3BZ , United Kingdom

Email

team@deliowealth.com

Website

https://www.deliowealth.com/

London Wales

Join the Delio team!
Increase Deal Flow and Investment

DelioConnect evolved from the needs of our top tier clients who were increasingly seeking to originate, syndicate or distribute with trusted partners without sacrificing quality and confidentiality.

Find out more

Portfolio Reporting

Your clients can view their entire investment portfolio, as an aggregated top-level view, broken down by individual investment, or even by share class.

Find out more

Regulations & Technology

Delio’s capability spans deeper than being just a technology provider. Leverage our expertise and regulatory status to build or enhance your private asset activities.

Consultancy


Meet the team at Delio
Gareth Lewis

Chief Executive Officer & Co-Founder

Building on experience in the private equity market, Gareth embarked on the Delio journey; leading and growing the company to where you see it today.

David Newman

Chief Commercial Officer & Co-Founder

Building on strong Wealth Management experience David defined the Delio vision and continues to build strong commercial relationships

Gareth Morgan

Chief Operating Officer

Holding 20 years financial services experience, Gareth oversees the day to day operations of the business

Jon Watts

Chief Delivery Officer

Holding varied experience ranging from Project Delivery to Customer Experience, Jon ensures all of our clients have a seamless Delio experience

Martin Spicer

Chief Product Officer

As an outcome-driven product, delivery and development manager, Martin has significant experience across financial services and software delivery.

Content provided by Delio

News

Delio recognised among the world’s leading wealth tech solutions
Wealth Management
April 29, 2020

Delio recognised among the world’s leading wealth tech solutions

Delio is proud to feature on the WealthTech 100 for the second year in a row - celebrating the most...

How technology is driving international investing in the new ‘locked down world’
Investor Solutions
April 27, 2020

How technology is driving international investing in the new ‘locked down world’

As the world finds itself in lock-down, 4CoInvest uses tech to push global investing. The exclusive...

The appeal of private markets at a time of great economic uncertainty
Asset Management
April 08, 2020

The appeal of private markets at a time of great economic uncertainty

With significant sums wiped off the stock market in a matter of weeks, the COVID-19 outbreak has res...

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