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  • 4.8 / 5.0 (334)
    19+ References
  • 4.8 / 5.0 (721)
    6+ References
  • 4.8 / 5.0 (170)
    3+ References

Delio Testimonials

  • "Having a product that is holistic helps us manage our deal flow, while also providing better value to our clients who can now more intuitively access deals. We're now able to seamlessly match our products offering and service offering with Delio's rich functionality."

  • "The Delio team were very engaging from the offset. One of the strongest parts of Delio’s service is how responsive they are. They are constantly working to invigorate and improve the platform and that obviously bodes really well for us as clients."

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  • iCapital
    Reference Rating
    4.8 / 5.0
    Customer References 19 total
    About

    iCapital powers the world’s alternative investment marketplace, offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities, and an innovative operating system. iCapital is the trusted …

  • WealthBlock
    Reference Rating
    4.8 / 5.0
    Customer References 6 total
    About

    WealthBlock is a fintech firm that built the industry's #1 white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin …

  • Onevest
    Reference Rating
    4.8 / 5.0
    Customer References 3 total
    About

    OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and …

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