Welsh Fintech Delio Chosen to Power Major U.S. Private Markets Platform
Delio, a FinTech Wales member company based in Cardiff, has been selected to provide the underlying technology for a major platform enhancement announced by U.S. alternative investment firm PPB Capital Partners.
PPB has unveiled a significant upgrade to its Private Investments Exchange (PIX), designed to give wealth advisors a smarter, faster and more transparent way to access private market strategies. The enhanced platform will be powered by Delio’s modular, enterprise-grade private markets technology, with advisors gaining access from next month.
Welsh Technology Supporting Global Private Markets
The upgrade sees PPB transition PIX to Delio as its underlying technology provider, enabling advisors to explore, transact and monitor private investments through a significantly improved digital experience.
Built on PPB’s 2024 portal rebrand, the enhanced PIX platform reflects growing advisor expectations for intuitive, modern technology in alternatives, while allowing PPB to retain full ownership of its platform strategy, roadmap and advisor experience.
Amanda Bannon, Chief Operating Officer at PPB Capital Partners, said:
“Enhancing PIX is a critical step in delivering the sophisticated, intuitive technology experience advisors expect. This evolution strengthens the entire PPBx program and allows us to pair PPB’s investment expertise and high-touch service with a modern, enterprise-grade digital platform.”
Built for Scale, Efficiency and Transparency
Delio’s white-label, fully configurable infrastructure enables PPB to remain nimble in a rapidly evolving private markets landscape, while improving advisor workflows, transparency and reporting.
The latest enhancements to PIX include:
- Streamlined end-to-end subscription processes with automated data synchronisation
- Real-time dashboards and multi-level portfolio views for clearer insights
- A modern, adaptive user interface with improved navigation and tailored workflows
These upgrades also allow PPB’s internal teams to spend more time delivering high-touch advisor service, while platform improvements can be implemented quickly in response to advisor feedback.
Gareth Lewis, Co-Chief Executive of Delio, said:
“We’re excited to support PPB as they elevate the Private Investments Exchange for U.S. advisors. Delio’s infrastructure gives PPB the ability to customize, control and continuously enhance their private markets experience — all in a way that reflects the needs of their advisor community.”
Welsh Fintech with International Reach
The partnership highlights the growing global impact of Welsh fintech, with Cardiff-based Delio supporting private markets platforms and investment firms across the UK, Europe and the United States.
Delio’s AI-powered operating system, Delio Core OS, enables financial institutions to maintain full control of their alternative investment capabilities, supporting compliant, scalable workflows across structuring, distribution, administration and reporting.
For FinTech Wales, the announcement underscores the strength of the Welsh fintech ecosystem in delivering sophisticated financial infrastructure to global markets.