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ZILO

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Portfolio management platform optimizing investment strategies for wealth managers.

Overview

ZILO focuses on portfolio management solutions for wealth managers in the fintech sector. The platform incorporates technology such as artificial intelligence and machine learning to support investment strategies and client outcomes. It provides real-time analytics and insights related to asset allocation and performance metrics, allowing wealth managers to tailor portfolios to meet individual client profiles and objectives. The company also offers transfer agency software, migration services, and cloud-native solutions, which aim to address issues associated with outdated systems in the asset and wealth management industry. ZILO's services are intended to enhance data integrity, ensure compliance with privacy regulations, and enable integration with custodians and trading platforms.

Key facts

Founded
2020

Business model

Contact

Open roles

9 roles
  • Sales Operations Executive

    London, England, United Kingdom · On-site · Internship

  • Operations Analyst (Digital Transfer Agency) US

    Boston, MA · On-site · Internship

  • Head of Operations (Digital Transfer Agency) US

    Boston, MA · On-site · Internship

+ 6 more open roles on Signal

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About ZILO

What does ZILO do?

ZILO focuses on portfolio management solutions for wealth managers in the fintech sector.

Where is ZILO headquartered?

ZILO is headquartered in London, United Kingdom.

When was ZILO founded?

ZILO was founded in 2020.

Which sector is ZILO in?

ZILO operates in Wealth Technology, part of Financial Technology.

Who are ZILO's competitors?

Companies similar to ZILO include QPLIX, Canopy, and GeoWealth.

Is ZILO hiring?

Yes. ZILO has 9 open roles listed on Vanberra Signal.