Delio recognised in WealthTech100 for fifth year running

• UK-based scale-up Delio has been named as one of the world’s most innovative technology solutions that support investment firms, private banks and financial advisors 
• The prestigious WealthTech100 list is selected by a panel of industry experts and analysts 
• This year’s 100 entrants were chosen from more than 1,200 applicants globally

Delio, the fintech that digitises the private markets strategies of leading financial institutions, has been named in Fintech Global’s WealthTech100 for the fifth successive year. The prestigious list recognises the most innovative technology solutions supporting the wealth, banking and asset management sectors, and is selected by a panel of industry experts and analysts. 

In the midst of a global economic downturn, the role of WealthTech firms in enabling financial institutions to streamline processes, drive efficiency, and operate more effectively has never been more important. Delio’s inclusion in the 2023 list demonstrates the market-leading reputation of its highly configurable private markets technology, which is used by more than 90 clients worldwide including Barclays, UBS and Sumitomo Mitsui Trust Bank.

The WealthTech100 list has been developed to highlight the leading technology innovators in what is one of the world’s most rapidly expanding sectors. This year’s selection process was more competitive than ever before, with Fintech Global’s panel hand-picking the top 100 companies from more than 1,200 applicants. Finalists were shortlisted for their innovative use of technology to solve a significant industry problem, or to generate efficiency improvements across the investment value chain.

FinTech Global director Richard Sachar said:

“At a time when not even the giants like Silicon Valley Bank and Credit Suisse are safe, it is vital that banks and investment firms have the best technology behind them. The WealthTech100 list will equip senior-level leaders in financial institutions with detailed information on some of the most innovative companies in WealthTech.”

Gareth Lewis, chief executive of Delio, said:

“Delio is delighted to feature on the WealthTech100 list for a fifth year in succession. This independent recognition of our private markets technology comes at a time when financial institutions should be placing even more emphasis on their ability to connect their clients with alternative assets. Against a backdrop of global economic turbulence, investors now expect their wealth manager to be able to offer them seamless access to private investment opportunities; Delio continues to engineer innovative solutions that enable financial institutions to unlock their capabilities in private markets.”