Portfolio

Financial Software · Canada · 51-200 Employees

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Overview

Headquarters

37 Sandiford Dr Suite 300, Stouffville, ...

Phone Number

(905) 640-0808

Revenue

$27.6 Million

Industry

Financial Software Software

About Portfolio

Portfolio+ provides scalable open banking and core banking solutions tailored for Canadian financial institutions, including banks, credit unions, and trust companies. Their offerings encompass innovative banking software, lending solutions, and cloud-based financial services designed to empower organizations with secure tools for managing deposits, investments, and retail banking. The company also offers a range of services such as consulting, managed services, and training to support their clients' operational needs. As leaders in the open banking movement, Portfolio+ aims to enhance customer experiences while ensuring compliance and security.Explore more
Portfolio's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Portfolio Org Chart

PhoneEmail
AF
Canada flag for contact location.

Director, Product Management

PhoneEmail
VM
Canada flag for contact location.

Head of Services Professional

PhoneEmail
BJ
Canada flag for contact location.

Head of Sales

PhoneEmail
ES
Canada flag for contact location.

Director, Customer Support

PhoneEmail
TS
Canada flag for contact location.

Director of Professional Services

PhoneEmail
KB
Canada flag for contact location.

Director, Finance

PhoneEmail
AW
Canada flag for contact location.

Director, People & Culture

PhoneEmail
JK
Canada flag for contact location.

Director of Professional Services

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KM
Canada flag for contact location.

Senior Technical Product Manager

PhoneEmail
AC
Canada flag for contact location.

Software Engineering & Manager

PhoneEmail
AB
Canada flag for contact location.

Manager, Quality Assurance

PhoneEmail
DL
Canada flag for contact location.

Manager, Software Engineering

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Compare Similar Companies to Portfolio

Compare insights from companies similar to Portfolio, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Portfolio

$27.6M
51-200
Private
-
1988
AF
Anna FiorinoDirector, Product Management
$69.1M
201-500
Private
-
1974
N/A
$63M
201-500
Private
-
1987
Ilan Buganim, Chief Executive Officer & President at Surecomp
Ilan BuganimCEO & President
$62.1M
201-500
Public
-
1969
MG
Matthew GreningerChief Revenue Officer
$34.8M
201-500
Private
-
2014
SG
Suchin GuptaCEO & Owner
$21M
51-200
Private
<$5M
1981
BV
Brittany VarvilleChief of Staff
$17M
51-200
Private
-
2006
MH
Mamun HashmeeManaging Director
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Portfolio Tech Stack

A closer look at the technologies used by Portfolio

Top Financial Software Companies

Frequently Asked Questions Regarding Portfolio

What is Portfolio's official website?
Portfolio's official website is www.portfolioplus.com
What is Portfolio's Revenue?
Portfolio's revenue is $27.6 Million
What is Portfolio's SIC code?
Portfolio's SIC: 73,737
What is Portfolio's NAICS code?
Portfolio's NAICS: 51,513
How many employees does Portfolio have?
Portfolio has 51-200 employees
What industry does Portfolio belong to?
Portfolio is in the industry of: Financial Software, Software
What is Portfolio competition?
Portfolio top competitors include: Surecomp, Gresham Technologies, ITLink, Automated Systems
What technology does Portfolio use?
Some of the popular technologies that Portfolio uses are: WooCommerce, WordPress.org, PHP, DoubleClick
How do I contact Portfolio?
Portfolio contact info: Phone number: (905) 640-0808 Website: www.portfolioplus.com
What does Portfolio do?

Portfolio+ provides scalable open banking and core banking solutions tailored for Canadian financial institutions, including banks, credit unions, and trust companies. Their offerings encompass innovative banking software, lending solutions, and cloud-based financial services designed to empower organizations with secure tools for managing deposits... , investments, and retail banking. The company also offers a range of services such as consulting, managed services, and training to support their clients' operational needs. As leaders in the open banking movement, Portfolio+ aims to enhance customer experiences while ensuring compliance and security.Read More

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

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