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ZILO - About the company

ZILO is a series A company based in London (United Kingdom), founded in 2020 by 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 741 active competitors, including 109 funded and 106 that have exited. Its top competitors include companies like Avaloq, Broadridge and SEI.

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 4 rounds
Latest Funding Round
Post Money Valuation
$***** as on Nov 09, 2023
Investors
Ranked
Employee Count
175 as on Aug 31, 2026
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ZILO's funding and investors

ZILO has raised a total funding of $58.7M over 4 rounds. Its first funding round was on Jan 09, 2024. Its latest funding round was a Series A round on Aug 03, 2026 for $*****. 1 investor participated in its latest round. ZILO has 6 institutional investors.

Here is the list of recent funding rounds of ZILO:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Aug 03, 2026
1338427
Series A
3934580
6563743
2492097
9519389
Sep 22, 2025
1021446
Series A
3990358
9440232
4849574
Oct 10, 2024
7006886
Series A
8250045
5309283
1135406
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ZILO's founders and board of directors

Founder? Claim Profile
The founders of ZILO is 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 Kevin Lee, James Robert Godfrey Devlin, 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 3m
Independent board member
-
Current
4y 3m
ahiecgv
Independent board member
-
Current
2y 7m
uypaecs
Independent board member
-
Current
5y 5m
aumgndx
Independent board member
-
Current
8y 8m
vegyqci
Independent board member
-
Current
4y 8m

ZILO's employee count trend

ZILO has 175 employees as of Aug 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 Avaloq, Broadridge and SEI. 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 Avaloq
Avaloq
1985, Zurich (Switzerland), Acquired
Cloud-based solutions for financial institutions
$301M
76/100
2nd
Provider of tech solution for financial service and customer communication
-
73/100
3rd
Logo for SEI
SEI
1968, Oaks (United States), Public
Wealth and investment management solutions for institutional investors
-
71/100
4th
Logo for Addepar
Addepar
2009, Mountain View (United States), Series G
Wealth management solutions for advisors
$759M
71/100
5th
Logo for Altruist
Altruist
2018, Culver City (United States), Series F
Portfolio management software for financial advisors
$602M
70/100
6th
Logo for FNZ
FNZ
2003, London (United Kingdom), Acquired
Provider of wealth management platforms for financial institutions and advisors
$3.52B
69/100
7th
Logo for Centricity
Centricity
2022, Gurugram (India), Seed
Digital private wealth management platform for individuals
$24M
68/100
8th
Logo for AdvisorEngine
AdvisorEngine
2014, New York City (United States), Acquired
Wealth management software platform empowering financial advisors with technology and services
$60.1M
65/100
9th
Logo for Magnifi
Magnifi
2018, New York City (United States), Early Stage
Investment comparison platform
$21.1M
64/100
10th
Logo for Linedata
Linedata
1998, Neuilly sur seine (France), Public
Provider of software, data, analytics, and related services for financial institutions
-
63/100
25th
Logo for ZILO
ZILO
2020, London (United Kingdom), Series A
Software-enabled transfer agency system
$58.7M
58/100
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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

lockFilter this list
Media has covered ZILO for a total of 6 events in the last 1 year, 1 of them has been about partnerships and 1 about people movement.
ZILO selected Willis as Chief Operating OfficerAsset Servicing TimesSep 05, 2024ZILO
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FAQs about ZILO

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