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Delio

Read 10 Delio reviews and testimonials from customers, explore 12 case studies and customer success stories, and watch customer videos to see why companies chose Delio as their Wealth Management Software

Delio mission is simple they want to help a broad range of financial institutions to connect their clients with private investment opportunities quickly, transparently and compliantly. And because they’re authorised and regulated by the FCA, you can be confident that you’re dealing with a business that operates to the highest professional standards.

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  • 10 Testimonials View
  • 12 Case Studies View
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Customer Rating Review Score based on 1268 reference ratings
4.8/5.0 (1268)

10Testimonials

  • "Using the Delio Structuring Solution meant we had the flexibility to expand the offering to a wider audience, while all regulatory concerns were taken care of, making life easier for …

    Douglas Hansen-Luke Executive Chairman

  • "The added functionality to have entrepreneurs add company presentation videos to the elaborate document management features proves to be especially appreciated during this pandemic, where almost all are facing lockdown …

    Roel Bergsma Managing Partner

  • "We use Delio technology to run both our direct investment and EIS services, helping us to scale these private market propositions for our clients."

    Damian Payiatakis Head of Impact Investing
9 more testimonials currently locked

12 Case Studies

  • Sprout opens access to VC funds with Delio’s platform for investors deploying …

  • Powering the university's Angels@Essex investment project

    John Stenhouse Business Support Manager

  • How the Arches Capital private markets platform bridges the gap between VC …

    Roel Bergsma Managing Partner
11 more case studies currently locked

Additional Delio Information & Resources

Read Delio Reviews, Testimonials & Customer References from 10 real Delio customers.

Browse Delio Case Studies, Customer Success Stories, & Customer References from 12 businesses that use Delio.

FeaturedCustomers has 2,083,730+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.