ZILO

Founded: 2020 | Invested: 2023

ZILO™’s mission is to revolutionise global transfer agency software reducing cost, complexity and creating sustainable value for Global Asset and Wealth Management firms and the customers they serve. To achieve this, we started with a clean slate, a design-driven approach, and a commitment to put people first. ZILO™'s software enables firms to replace legacy software and end-of-life systems, many of which were developed 20+ years ago and leapfrog to a real time, digital user experience.

Jobs Visit zilo.co.uk

Phillip Goffin

Founder and Chief Executive Officer

"We are focusing on empowering financial service institutions to remove outdated legacy technologies and dramatically improve the cost efficiencies of their operations by using ZILO™ to transform to a modern digital solution supporting existing fund structures, new digital assets and improving client experiences." Phillip Goffin
Founder and Chief Executive Officer

Latest updates

ZILO

ZILO raises £25m Series A

9 January 2024

View all ZILO news 1 stories

Portfolio

73 Strings

73 String’s software allows GPs to digitise their alternative investment operations.

Exited

Alpima

The SaaS platform for investment management & product design.

Exited

Capdesk

Manage your cap table and employee share plans, from seed to exit.

Carta

Carta is an ownership and equity management platform trusted by thousands of founders, investors, and employees.

Clear

Blockchain based settlement and clearing networks for global industries.

Conquest

Beautifully simple financial planning software.

DriveWealth

An API driven brokerage-as-a-service that support real time fractional share trading for customers globally.

Finbourne

Building tools that power investment data processes for everyone from start-up fund managers to global investment institutions.

FX HedgePool

Peer-to-peer matching platform for institutional foreign exchange transactions.

Greenly

Greenly is on a mission to democratise carbon accounting making it accessible to all companies irrespective of size or industry

Exited

Hivemind

Versatile data preparation software that streamlines and systematises human data work, helping you collect, clean and enrich your data.

Kuvera

India's first free Direct Mutual Fund investing platform. Zero fees, higher returns.

Exited

Metaco

Metaco’s software enables global financial institutions to custody digital assets.

Moneybox

Helping the UK save and invest for the future.

Moonfare

Enabling individual investors to invest in top-tier private equity funds with low minimums.

Path

SEC-registered crypto investment platform meeting the needs of retail investors

PrimaryBid

Providing individuals access to one-off public company fundraisings and IPOs.

Quantifeed

Quantifeed helps transform financial institutions into providers of customer-centric wealthcare.

Smart Pension

Workplace pensions – fast, secure and trusted

StashAway

South East Asia’s leading digital wealth manager.

SteelEye

Data platform powering compliance monitoring and regulatory reporting.

Sylvera

Sylvera provides carbon data to drive investment to the projects having real climate impact.

Theia Insights

Theia Insights is a deep tech company building foundational AI for the global investment community.

Tumelo

With just a click, vote on AGM proposals of companies you're invested in. Have your say on the defining issues of our time. All on Tumelo's voting platform.

Yingmi

Yingmi is a an emerging third-party mutual fund distribution platform in China

ZILO

Revolutionising global transfer agency software

View all