Delio

Delio

White-label operating system for private markets

Overview

Delio provides a configurable white-label platform that runs private-market investing for financial institutions. Its two main products are Delio Core OS, an AI-powered low-code operating system that digitizes workflows for distributing, transacting, and reporting on private assets, and Delio Structuring, which offers digital tools and expertise to create and administer investment vehicles. The company positions itself as an infrastructure partner and does not offer its own investment products or a direct-to-investor platform, aligning its success with its clients. Its goal is to digitize and streamline access to alternative assets by enabling financial institutions to manage the entire lifecycle of private investments through a configurable solution.

About Delio

Simplify's Rating
Why Delio is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

11-50

Company Stage

Late Stage VC

Total Funding

$15.4M

Headquarters

Cardiff, United Kingdom

Founded

2016

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Simplify's Take

What believers are saying

  • iAltA’s WestCap backing gives Delio stronger capital and cross-sell reach.
  • Vaults targets B2B2C distribution, expanding client networks without direct-investor conflicts.
  • Delio’s March 2022 $8.3 million funding validated demand and accelerated global expansion.

What critics are saying

  • iAltA acquired Delio on February 26, 2026, ending standalone independence.
  • Integration into iAltA risks product drift and Delio brand erosion by 2027.
  • Competition from BlackRock, iCapital, and Allfunds compresses pricing and slows wins.

What makes Delio unique

  • Delio’s white-label Core OS embeds private-markets workflows inside client banks.
  • Vaults unifies syndication, reporting, and structuring across 18 jurisdictions.
  • Delio serves over 50 institutions, including Barclays, UBS, and Sumitomo Mitsui Trust Bank.

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Funding

Total Funding

$15.4M

Below

Industry Average

Funded Over

5 Rounds

Late VC funding comparison data is currently unavailable. We're working to provide this information soon!
Late VC Funding Comparison
Coming Soon

Growth & Insights and Company News

Headcount

6 month growth

↑ 2%

1 year growth

↑ 2%

2 year growth

↓ -2%
GlobeNewswire
Feb 26th, 2026
iAltA Holdings acquires private markets tech firm Delio for undisclosed sum

iAltA Holdings, a WestCap-backed private markets infrastructure company, has acquired Delio, a provider of white-label operating systems for private markets distribution and reporting. Financial terms were not disclosed. Delio's Core OS enables asset managers and wealth firms to digitise and distribute private market products using configurable, low-code tools. The platform serves over 50 global financial institutions across 18 regulatory jurisdictions, supporting more than 12,000 end clients worldwide. The acquisition marks iAltA's third for its Private Markets vertical, following purchases of Verivend and Betterfront last year. The company, launched in 2025 by founding partners including Scott Ganeles and Laurence Tosi, operates subsidiaries independently whilst building a unified digital ecosystem for private markets infrastructure.

GS Verde Group
May 9th, 2025
Delio Secures $8.3M for Global Expansion

Delio has secured $8.3 million in growth funding from Octopus Ventures and Maven Capital Partners, bringing its total equity funding to $15.5 million. This investment will enhance Delio's international operations and develop its private markets infrastructure, connecting capital raisers, financial institutions, and investors globally. Delio's technology digitizes private market strategies for over 90 financial institutions, including Barclays and UBS, improving investment access and efficiency.

FF News
Sep 12th, 2023
Delio Launches Vaults Functionality To Power B2B2C Distribution Of Private Market Investment Opportunities

Delio, the financial technology firm that digitises the private market strategies of leading financial institutions, has launched its new Vaults functionality as part of the flagship Delio Core platform.Vaults enables financial institutions to syndicate deals to selected industry partners, across wider ecosystems, or as part of a B2B2C distribution strategy, all whilst enhancing operational efficiency and reducing regulatory risk. This seamless connectivity means that firms can easily create private distribution networks across a unified digital infrastructure.Using a hub and spoke model, Vaults enables firms to centralise and distribute deal flow to their partners through white-labelled sub-platforms. There are two core distribution mechanisms available to firms: Hub and Spoke and Private Vault.Hub and Spoke allows a central platform to control distribution within the network, dictating rules for sharing products within the private consortium. Alternatively, the Private Vault model establishes a centralised repository that enables participants to push and pull curated products to other platforms for distribution.These B2B2C models empower institutions to establish their own white-labelled, end-to-end distribution channels, granting them the control and flexibility to mirror or customise operational processes and provide tailored client experiences.Gareth Lewis, chief executive of Delio, believes Vaults offers a solution to one of the biggest challenges facing private markets participants. “Delio’s mission is to help financial institutions to overcome the distribution and reporting challenges associated with private markets and participate in the continued opportunities that exist within the space.Our technology and investment vehicle solutions are already powering the strategies of some of the world’s leading banks, wealth managers and investment firms. Vaults represents the next phase of this evolution; it will enable the interconnectivity of firms that want to collaborate and syndicate deal flow, while maintaining their own white-labelled client experience.Many organisations are proactively looking to form partnerships with other private markets players in order to source more interesting deal flow for their clients

FF News
Nov 16th, 2022
Former Bny Mellon Exec Paul Burleton Joins Delio As Chief Operating Officer

Paul Burleton has joined fintech Delio as its Chief Operating Officer, making him the latest senior appointment at the company. With more than 20 years’ experience in financial services roles, he joins from BNY Mellon where he was Head of Regulatory Strategy, Global Operations and Technology. In this role, Burleton focused on delivering regulatory compliance for the firm through process improvement and the innovative use of technology; his skills and expertise will now be used to develop and enhance Delio’s operating model and add value to their growing international client base

FF News
May 11th, 2022
Fintech Delio Announces Formation Of Advisory Board Featuring Former Senior Partner At Kpmg

Delio, has announced the formation of its first Advisory Board as the company embarks on the next stage of its global expansion.

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