PortfolioMetrix

Finance · United Kingdom · 11-50 Employees

View Company Info for Free

Overview

Headquarters

66 Buckingham Gate, London, Greater Lond...

Phone Number

+44 2079657533

Revenue

$5.9 Million

Industry

Finance Software Securities Trading Financial Software

About PortfolioMetrix

PortfolioMetrix offers tailored outsourced investment management services and technology specifically designed for forward-thinking financial advisers. By partnering with PMX, advisers can focus on essential client conversations and business growth while benefiting from premium global investment management. The company aims to alleviate the complexities of managing client portfolios, allowing advisers to thrive in a collaborative community. PortfolioMetrix is recognized for delivering consistent, market-leading investment outcomes and innovative technology solutions.Explore more
PortfolioMetrix's Social MediaSIC Code 62,628NAICS Code 52,523Show more

PortfolioMetrix Org Chart

PhoneEmail
NH
United Kingdom flag for contact location.

Chief Financial Officer

PhoneEmail
OR
United Kingdom flag for contact location.

Chief Operating Officer, Joint & Head of Tech...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
PB
United Kingdom flag for contact location.

Chief Investment Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to PortfolioMetrix

Compare insights from companies similar to PortfolioMetrix, 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

PortfolioMetrix

$5.9M
11-50
Private
-
2010
NH
Natalie HortonChief Financial Officer
$25.8M
51-200
Private
-
2008
Kv
Kallie van VuurenHead Corporate Brokerages
Illustration of an envelope

PortfolioMetrix Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding PortfolioMetrix

What is PortfolioMetrix's official website?
PortfolioMetrix's official website is www.portfoliometrix.com
What is PortfolioMetrix's Revenue?
PortfolioMetrix's revenue is $5.9 Million
What is PortfolioMetrix's SIC code?
PortfolioMetrix's SIC: 62,628
What is PortfolioMetrix's NAICS code?
PortfolioMetrix's NAICS: 52,523
How many employees does PortfolioMetrix have?
PortfolioMetrix has 11-50 employees
What industry does PortfolioMetrix belong to?
PortfolioMetrix is in the industry of: Finance, Software, Securities Trading
What is PortfolioMetrix competition?
PortfolioMetrix top competitors include: Sanlam UK
What technology does PortfolioMetrix use?
Some of the popular technologies that PortfolioMetrix uses are: PHP, Cloudflare Website Optimization, Cloudflare CDN, Hubspot Content Management System
Who is the CFO of PortfolioMetrix?
PortfolioMetrix's CFO is Natalie Horton
How do I contact PortfolioMetrix?
PortfolioMetrix contact info: Phone number: +44 2079657533 Website: www.portfoliometrix.com
What does PortfolioMetrix do?

PortfolioMetrix offers tailored outsourced investment management services and technology specifically designed for forward-thinking financial advisers. By partnering with PMX, advisers can focus on essential client conversations and business growth while benefiting from premium global investment management. The company aims to alleviate the complex... ities of managing client portfolios, allowing advisers to thrive in a collaborative community. PortfolioMetrix is recognized for delivering consistent, market-leading investment outcomes and innovative technology solutions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.