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.
- Website
- www.zilo.co.uk/
- Registered Address
- 5 FLEET PLACE,LONDON,ENGLAND,EC4M 7RD
Key Metrics
Founded Year
2020
Location
London, United Kingdom
Stage
Series A
Total Funding
$58.7M in 3 rounds
Latest Funding Round
Post Money Valuation
$***** as on Nov 09, 2023
Ranked
10th among 687 active competitors
Employee Count
177 as on May 31, 2026
Legal entities associated with ZILO
ZILO is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
ZILO TECHNOLOGY LIMITED CIN: 12564726 , United Kingdom, Active | Apr 19, 2020 | - | 53 (As on Dec 31, 2023) |
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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 |
View details of ZILO's funding rounds and investors
ZILO's founders and board of directors
Founder? Claim ProfileThe founders of ZILO are Philip Goffin and Venkatesh Pulla.
Here are the details of ZILO's key team members:
- Philip Goffin: Founder & CEO & President of ZILO. They are also an angel investor in 1 startup.
- Venkatesh Pulla: Former Co-Founder of ZILO.
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 |
{pfbovx | Independent board member | - | Current | 6y 7m |
zwurntf | Independent board member | - | Current | 1y 6m |
zvsnakq | Independent board member | - | Current | 7y 6m |
View details of ZILO's Founder profiles and Board Members
ZILO's employee count trend
ZILO has 177 employees as of May 26. Here is ZILO's employee count trend over the years:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Addepar 2009, Mountain View (United States), Series G | Wealth management solutions for advisors | $759M | 78/100 | |
2nd | KFin Technologies 2017, Hyderabad (India), Public | App-based platform for investments in mutual funds | $42.1M | 75/100 | |
3rd | FNZ 2003, London (United Kingdom), Acquired | Provider of wealth management platforms for financial institutions and advisors | $2.55B | 74/100 | |
4th | Broadridge 2007, United States, Public | Provider of tech solution for financial service and customer communication | - | 72/100 | |
5th | SEI 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 72/100 | |
6th | AdvisorEngine 2014, New York City (United States), Acquired | Wealth management software platform empowering financial advisors with technology and services | $60.1M | 71/100 | |
7th | Altruist 2018, Culver City (United States), Series F | Portfolio management software for financial advisors | $602M | 70/100 | |
8th | Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | 70/100 | |
9th | Centricity 2022, Gurugram (India), Seed | Digital private wealth management platform for individuals | $24M | 68/100 | |
10th | ZILO 2020, London (United Kingdom), Series A | Software-enabled transfer agency system | $58.7M | 61/100 |
Looking for more details on ZILO's competitors? Click here to see the top ones
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.
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Zilo secures £20m in funding round, eyes global expansionCity A.M.•Sep 23, 2025•ZILO, Portage, State Street
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ZILO selects State Street to help launch UK transfer agencyPrivatebankerinternational•Mar 06, 2025•ZILO, State Street, River Global Capital, River
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State Street acquires Mizuho’s global custody businessesAsset Servicing Times•Feb 28, 2025•State Street, Mizuho Financial Group, River Global Capital, ZILO
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ZILO and Fidelity International agree transfer agency technology partnershipPrivatebankerinternational•Mar 07, 2024•ZILO, Fidelity
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ZILO raises GBP 25 million in Series A funding roundThe Paypers•Jan 11, 2024•Fidelity International Strategic Ventures, ZILO, Portage, State Street and 6 others
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