Delio

Delio, a financial technology firm headquartered in Cardiff, Wales, provides a configurable white-label operating system for private markets. The company was co-founded in 2015 by Gareth Lewis and David Newman. Lewis, with a background in corporate finance at firms like Ernst & Young and IBM, identified a growing interest in private market investments and a lack of efficient infrastructure to support it. Newman brought experience from senior wealth management roles at UBS and Barclays, offering insights into the needs of high-net-worth clients and financial institutions. This combination of expertise shaped Delio's mission to digitize and streamline access to alternative assets.

The firm operates as an infrastructure partner for financial institutions, offering technology and services to manage the entire lifecycle of private investments. Its clients include a range of financial entities such as asset managers, wealth managers, and distributors, counting major institutions like Barclays, UBS, and Sumitomo Mitsui Trust Bank among them. Delio's business model is centered on providing its technology as a service, generating revenue through subscriptions and partnerships that give clients access to its suite of tools. The company emphasizes a non-conflicted approach, meaning it does not offer its own investment products or have a direct-to-investor platform, ensuring its success is tied to the success of its clients.

Delio offers two primary products: Delio Core OS and Delio Structuring. Delio Core OS is an AI-powered, low-code operating system that digitizes workflows for distributing, transacting, and reporting on private assets. This platform is designed to be modular and can be embedded into a client's existing infrastructure via API, allowing for the aggregation of various data sources and systems into a single, controlled environment. Delio Structuring provides the expertise and digital tools to create and administer investment vehicles, supporting a variety of investor types and asset classes. This service helps clients manage the operational complexities of structuring alternative investments. Since its inception, Delio has raised over $20 million from investors including Octopus Ventures and Maven Capital Partners, facilitating its international expansion across Europe, North America, and Asia.

Keywords: private markets technology, alternative investment platform, wealth management technology, fintech infrastructure, white-label investment platform, digital investment solutions, asset management software, private equity technology, real estate investment platform, private credit solutions, investment lifecycle management, client onboarding fintech, deal distribution platform, investment reporting tools, financial software, capital raising platform, investor management system, syndication platform, family office technology, private banking solutions, Delio Core OS, Delio Structuring, Gareth Lewis, David Newman