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ZILO - About the company

ZILO is a series A company based in London (United Kingdom), founded in 2020 by Philip Goffin and Venkatesh Pulla. It operates as a Software-enabled transfer agency system. ZILO has raised $58.7M in funding from investors like Portage, Fidelity International Strategic Ventures and Altered Capital, with a current valuation of $*****. The company has 687 active competitors, including 104 funded and 104 that have exited. Its top competitors include companies like Addepar, KFin Technologies and FNZ.

Company Details

Software-enabled transfer agency system. Built for custodians, asset managers, transfer agents, ACDs, and their customers. Enables firms to replace legacy software and end-of-life systems. Collective goal is to be the market leading solution in global asset and wealth management.
Social
X
Registered Address
5 FLEET PLACE,LONDON,ENGLAND,EC4M 7RD
Key Metrics
Founded Year
2020
Location
Stage
Series A
Total Funding
$58.7M in 3 rounds
Latest Funding Round
Post Money Valuation
$***** as on Nov 09, 2023
Investors
Ranked
Employee Count
177 as on May 31, 2026
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ZILO's funding and investors

ZILO has raised a total funding of $58.7M over 3 rounds. Its first funding round was on Jan 09, 2024. Its latest funding round was a Series A round on Sep 22, 2025 for $*****. 2 investors participated in its latest round. ZILO has 6 institutional investors.

Here is the list of recent funding rounds of ZILO:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Sep 22, 2025
5711314
Series A
8823886
9001685
9786936
5819265
Oct 10, 2024
8026515
Series A
7167753
8618482
1069601
1978047
Jan 09, 2024
2125976
Series A
9145082
8165917
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ZILO's founders and board of directors

Founder? Claim Profile
The founders of ZILO are Philip Goffin and Venkatesh Pulla.
Here are the details of ZILO's key team members:

ZILO's Board of Directors

ZILO's board has 6 active members. Philip Charles Goffin is part of team and James Robert Godfrey Devlin, Kevin Lee, Adam David Baker Felesky, Cuan Farndell Humphrey Coulter and Gordon Joseph Neilly are independent board members.
Here is the list of ZILO's board of directors:
Name
Type
Representing
Status
Duration
Team
-
Current
4y 1m
Independent board member
-
Current
2y 4m
vdsefhv
Independent board member
-
Current
7y 4m
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Independent board member
-
Current
6y 7m
zwurntf
Independent board member
-
Current
1y 6m
zvsnakq
Independent board member
-
Current
7y 6m

ZILO's employee count trend

ZILO has 177 employees as of May 26. Here is ZILO's employee count trend over the years:
Employee count trend for ZILO
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ZILO's Competitors and alternates

Top competitors of ZILO include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of ZILO, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Addepar
Addepar
2009, Mountain View (United States), Series G
Wealth management solutions for advisors
$759M
78/100
2nd
Logo for KFin Technologies
KFin Technologies
2017, Hyderabad (India), Public
App-based platform for investments in mutual funds
$42.1M
75/100
3rd
Logo for FNZ
FNZ
2003, London (United Kingdom), Acquired
Provider of wealth management platforms for financial institutions and advisors
$2.55B
74/100
4th
Provider of tech solution for financial service and customer communication
-
72/100
5th
Logo for SEI
SEI
1968, Oaks (United States), Public
Wealth and investment management solutions for institutional investors
-
72/100
6th
Logo for AdvisorEngine
AdvisorEngine
2014, New York City (United States), Acquired
Wealth management software platform empowering financial advisors with technology and services
$60.1M
71/100
7th
Logo for Altruist
Altruist
2018, Culver City (United States), Series F
Portfolio management software for financial advisors
$602M
70/100
8th
Logo for Avaloq
Avaloq
1985, Zurich (Switzerland), Acquired
Cloud-based solutions for financial institutions
$301M
70/100
9th
Logo for Centricity
Centricity
2022, Gurugram (India), Seed
Digital private wealth management platform for individuals
$24M
68/100
10th
Logo for ZILO
ZILO
2020, London (United Kingdom), Series A
Software-enabled transfer agency system
$58.7M
61/100
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ZILO's Investments and acquisitions

ZILO has made no investments or acquisitions yet.

Reports related to ZILO

Here is the latest report on ZILO's sector:

News related to ZILO

Media has covered ZILO for 1 event in last 1 year.
ZILO selected Willis as Chief Operating OfficerAsset Servicing TimesSep 05, 2024ZILO
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