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Delio

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Portfolio management software enabling financial institutions to optimize investments.

About

Delio is a fintech company that offers portfolio management software aimed at financial service firms, with a particular emphasis on private market strategies. Its main products, Delio Core and Delio Structuring, include tools for asset allocation, risk assessment, and performance analysis. The company targets financial institutions on a global scale, providing solutions that allow users to digitize distribution, automate workflows, and implement white-labeled solutions. The platform supports real-time portfolio monitoring and client reporting, which addresses the demand for transparency and effective management of investment lifecycles. Additionally, by integrating market data and analytics, Delio aims to assist asset managers in making informed decisions and adapting to market changes.

Key facts

Founded
2014

Business model

Contact

Open roles

2 roles
  • Private Markets Investment Administrator

    Cardiff, Wales, United Kingdom · On-site · Volunteer

  • Private Markets Fund Accountant

    Cardiff, Wales, United Kingdom · On-site · Volunteer

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Delio: quick answers

What does Delio do?
Delio is a fintech company that offers portfolio management software aimed at financial service firms, with a particular emphasis on private market strategies.
Where is Delio headquartered?
Delio is headquartered in Cardiff, United Kingdom.
When was Delio founded?
Delio was founded in 2014.
Which sector is Delio in?
Delio operates in Investment Technology, part of Financial Technology.
Who are Delio's competitors?
Companies similar to Delio include Allocations, FundGuard, and iCapital.
Is Delio hiring?
Yes. Delio has 2 open roles listed on Vanberra Signal.