Portfolio Evaluations

Business Services · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

15 Independence Blvd Fl 4, Warren, New J...

Phone Number

(973) 538-4347

Revenue

$9 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
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1
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1

About Portfolio Evaluations

Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction and education to the fiduciaries of institutional investment programs. Clients include both private and public entities, including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions and board designated groups.Explore more
Portfolio Evaluations's Social MediaPopular SearchesPortfolio Evaluations IncPortfolio EvaluationsPEI ConsultingPortfolioPortfolio Evaluation LtdSIC Code 87,874NAICS Code 54,541Show more

Portfolio Evaluations Org Chart

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WM
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Reporting Analyst

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DH
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Senior VP, Financial & Advisor

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DM
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Senior Vice President, Financial Advisor

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JA
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Senior VP, Financial & Advisor

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Senior VP, Financial & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Portfolio Evaluations

$9M
11-50
Private
<$5M
1992
WM
Wendy MunsonReporting Analyst
$6.3M
11-50
Private
-
1990
MC
Mary CornpropstChief Financial Officer
<$5M
11-50
Private
-
2006
TP
Teresa PiscitelliDC Plan Consultant
<$5M
11-50
Private
-
2008
MR
Michelle RuppeltChief Compliance Officer
<$5M
11-50
Private
-
1973
<$5M
11-50
Private
-
1962
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Portfolio Evaluations is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Portfolio Evaluations is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Portfolio Evaluations.

Portfolio Evaluations financials insights

Gather financial insights about Portfolio Evaluations, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Portfolio Evaluations's Financials Insights

Portfolio Evaluations Tech Stack

A closer look at the technologies used by Portfolio Evaluations

Portfolio Evaluations News & Media

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Top Business Services Companies

Frequently Asked Questions Regarding Portfolio Evaluations

What is Portfolio Evaluations's official website?
Portfolio Evaluations's official website is www.porteval.com
What is Portfolio Evaluations's Revenue?
Portfolio Evaluations's revenue is $9 Million
What is Portfolio Evaluations's SIC code?
Portfolio Evaluations's SIC: 87,874
What is Portfolio Evaluations's NAICS code?
Portfolio Evaluations's NAICS: 54,541
How many employees does Portfolio Evaluations have?
Portfolio Evaluations has 11-50 employees
What industry does Portfolio Evaluations belong to?
Portfolio Evaluations is in the industry of: Business Services, Finance, Project Management
What is Portfolio Evaluations competition?
Portfolio Evaluations top competitors include: HYAS Group, Gerber Taylor, Edgewater Investment Group, Priority Pension Services
What companies has Portfolio Evaluations acquired?
Portfolio Evaluations has acquired the companies: Morton Wealth Management, Plan Advisory Services, MFP Strategies, Defined Contribution Advisors
What technology does Portfolio Evaluations use?
Some of the popular technologies that Portfolio Evaluations uses are: Microsoft Azure, Microsoft 365, Amazon Web Hosting, Microsoft Azure DNS
How do I contact Portfolio Evaluations?
Portfolio Evaluations contact info: Phone number: (973) 538-4347 Website: www.porteval.com
What does Portfolio Evaluations do?

Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction and education to the fiduciaries of institutional investment programs. Clients i... nclude both private and public entities, including corporations, non-profit institutions, endowments & foundations, governments and municipalities, unions and board designated groups.Read More

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

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