Delio's private markets technology helps financial institutions connect their clients with alternative investments quickly and compliantly.

Finance

Delio

Delio's headquarters in Cardiff, United Kingdom

The Étoy office specializes in developing and managing innovative structuring solutions for financial operations.

Étoy

The New York office focuses on strategic leadership and innovation, driving the company's vision and growth initiatives.

New York

Joon Ho (Jayden) L.

Sarah Clements

David Bonner

Lisa Sheehan

Alessandra Ricagno, MBA

This department focuses on managing client relationships and ensuring customer satisfaction through effective account oversight.

Account Management

The Engineering team at Delio designs, develops, and maintains the company's cutting-edge private markets technology platform. They ensure seamless integration for financial institutions, addressing both backend functionality and front-end user experience while maintaining compliance and scalability.

Engineering

The Operations and Management team at Delio ensures the seamless execution and continuous improvement of Delio's private markets technology. They manage and streamline internal processes, oversee client connectivity, develop and implement structuring solutions, and maintain robust account management, ensuring that financial institutions can offer alternative investments efficiently and compliantly.

Operations and Management

This department focuses on analyzing and developing structuring solutions to optimize financial operations.

Structuring Solutions

The Financial Analysis and Management team at Delio specializes in evaluating and optimizing private market investment opportunities. They analyze financial data, manage investment portfolios, and develop tailored private market solutions to ensure clients receive compliant and effective access to alternative investments.

Financial Analysis and Management

The Leadership Team at Delio is responsible for driving the strategic vision and operational efficiency of the company. Comprised of key executives such as the CEO, CTO, and COO, this team collaborates to enhance product development, streamline processes, and foster a culture of innovation, ensuring that Delio's technology solutions effectively connect financial institutions to alternative investments in a compliant manner.

Delio

Org chart

Teams

Account Management

Engineering

Operations and Management

Structuring Solutions

Financial Analysis and Management

Leadership Team

Offices

Delio

Org chart

Teams

Account Management

Engineering

Operations and Management

Structuring Solutions

Financial Analysis and Management

Leadership Team

Offices

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