Portfolio Mason

Financial Software · Washington, United States · 1-10 Employees

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Overview

Headquarters

17865 Ballinger Way NE, Lake Forest Park...

Revenue

<$5 Million

Industry

Financial Software Finance Software Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Portfolio Mason

Portfolio Mason offers a comprehensive ETF investment platform designed for investment professionals and astute do-it-yourself investors. The platform provides a suite of tools for portfolio construction, including research, strategy building, asset allocation, and risk management. With features like the Dynamic Portfolio Optimization engine and advanced analytics, users can build and manage investment portfolios effectively. The company aims to empower its clients with intelligent solutions to enhance investment strategies and improve risk management.Explore more
Portfolio Mason's Social MediaPopular SearchesPortfolio Mason LLCPortfolioMasonPortfolio MasonSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Portfolio Mason

<$5M
1-10
Private
-
2013
N/A
$12.5M
11-50
Private
-
-
WM
W. Richard MasonChief Compliance Officer
<$5M
11-50
Private
-
2007
RC
Richard CrippsChief Investment Officer
<$5M
1-10
Private
-
1989
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Portfolio Mason is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

Portfolio Mason Tech Stack

A closer look at the technologies used by Portfolio Mason

Top Financial Software Companies

Frequently Asked Questions Regarding Portfolio Mason

What is Portfolio Mason's official website?
Portfolio Mason's official website is www.portfoliomason.com
What is Portfolio Mason's Revenue?
Portfolio Mason's revenue is <$5 Million
What is Portfolio Mason's SIC code?
Portfolio Mason's SIC: 62,628
What is Portfolio Mason's NAICS code?
Portfolio Mason's NAICS: 52,523
How many employees does Portfolio Mason have?
Portfolio Mason has 1-10 employees
What industry does Portfolio Mason belong to?
Portfolio Mason is in the industry of: Financial Software, Finance, Software
What is Portfolio Mason competition?
Portfolio Mason top competitors include: Journey Capital Advisers, Arbor Asset Allocation Model Portfolio, Heritage Capital Research, EquityCompass Investment Management
What technology does Portfolio Mason use?
Some of the popular technologies that Portfolio Mason uses are: amCharts, Google Font API, Microsoft 365, Font Awesome
What does Portfolio Mason do?

Portfolio Mason offers a comprehensive ETF investment platform designed for investment professionals and astute do-it-yourself investors. The platform provides a suite of tools for portfolio construction, including research, strategy building, asset allocation, and risk management. With features like the Dynamic Portfolio Optimization engine and ad... vanced analytics, users can build and manage investment portfolios effectively. The company aims to empower its clients with intelligent solutions to enhance investment strategies and improve risk management.Read More

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

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