Portfolio Cloud

Financial Software · Australia · 1-10 Employees

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Overview

Headquarters

L 2 696 Bourke St, Melbourne, Victoria, ...

Phone Number

+61 427729455

Website

www.portfoliocloud.com

Revenue

<$5 Million

Industry

Financial Software Software

About Portfolio Cloud

Portfolio Cloud provides intelligent automation and investment technology solutions designed for financial advisers, institutions, and their clients. Their offerings include portfolio management, rebalance technology, and a Model Manager Portal, all aimed at streamlining the advice delivery process. The company focuses on maximizing client engagement and efficiency by integrating various tools and services into a cohesive framework. Portfolio Cloud's solutions are adaptable, catering to the evolving needs of investment professionals and their organizations.Explore more
Portfolio Cloud's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Portfolio Cloud Org Chart

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Matthew Cosier, Co-Founder & Chief Technology Officer at Portfolio Cloud
Australia flag for contact location.
Matthew Cosier

Co-Founder & Chief Technology Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Portfolio Cloud

<$5M
1-10
Private
-
2015
Matthew Cosier, Co-Founder & Chief Technology Officer at Portfolio Cloud
Matthew CosierCo-Founder & Chief Technology Officer
GF Securities
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
Private Portfolio Manager...
<$5M
11-50
Private
-
1995
JM
Jill MayClient Relations Head
ROSE OAK Investments
<$5M
11-50
Private
-
2003
NL
Nigel LewisManaging Director & CEO
Drummond Capital Partners
<$5M
11-50
Private
-
2017
Thomas Schubert, Co-Founder & Chief Executive Officer at Drummond Capital Partners
Thomas SchubertCo-Founder & CEO
Bluepoint Consulting
<$5M
1-10
Private
-
2001
RO
Rithu OommenSenior Consultant
Newport Private Wealth
<$5M
1-10
Private
-
2014
AM
Andrew McKayChairman, Investment & Manager
Illustration of an envelope

Portfolio Cloud Tech Stack

A closer look at the technologies used by Portfolio Cloud

goo.gl

By

Google
Jira

By

Atlassian
Microsoft 365

By

Microsoft
Amazon Web Hosting

By

Amazon Web Services
See more technologies

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Frequently Asked Questions Regarding Portfolio Cloud

What is Portfolio Cloud's official website?
Portfolio Cloud's official website is www.portfoliocloud.com What is Portfolio Cloud's Revenue?
Portfolio Cloud's revenue is <$5 Million What is Portfolio Cloud's SIC code?
Portfolio Cloud's SIC: 73,737 What is Portfolio Cloud's NAICS code?
Portfolio Cloud's NAICS: 51,513 How many employees does Portfolio Cloud have?
Portfolio Cloud has 1-10 employees What industry does Portfolio Cloud belong to?
Portfolio Cloud is in the industry of: Financial Software, Software What is Portfolio Cloud competition?
Portfolio Cloud top competitors include: Drummond Capital Partners, Private Portfolio Managers, ROSE OAK Investments, Newport Private Wealth What technology does Portfolio Cloud use?
Some of the popular technologies that Portfolio Cloud uses are: goo.gl, Jira, Microsoft 365, Amazon Web Hosting Who is the CTO of Portfolio Cloud?
Portfolio Cloud's CTO is Matthew Cosier How do I contact Portfolio Cloud?
Portfolio Cloud contact info: Phone number: +61 427729455 Website: www.portfoliocloud.com What does Portfolio Cloud do?

Portfolio Cloud provides intelligent automation and investment technology solutions designed for financial advisers, institutions, and their clients. Their offerings include portfolio management, rebalance technology, and a Model Manager Portal, all aimed at streamlining the advice delivery process. The company focuses on maximizing client engageme... nt and efficiency by integrating various tools and services into a cohesive framework. Portfolio Cloud's solutions are adaptable, catering to the evolving needs of investment professionals and their organizations.Read More

 What are Portfolio Cloud social media links?
Portfolio Cloud Linkedin page Is Portfolio Cloud a public company?
Portfolio Cloud is private company therefore does not currently have an official ticker symbol
See more information about Portfolio Cloud

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