PortfolioMetrix
Likely to Engage tag.Highly Engaged Employees

Financial Software · United Kingdom · 11-50 Employees

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Overview

Headquarters

66 Buckingham Gate, London, Greater Lond...

Phone Number

+44 2079657533

Revenue

$5.9 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
2
1
1

About PortfolioMetrix

PortfolioMetrix is an investment management firm that partners with financial advisers to enhance their business operations and client interactions. By providing premium global investment management and advanced technology, PMX allows advisers to focus on strategic growth and client conversations without the distractions of portfolio management. The company aims to empower advisers to build successful, respected practices while delivering consistent, market-leading investment outcomes. With a community of like-minded professionals, PMX fosters collaboration and shared expertise among its clients.Explore more
PortfolioMetrix's Social MediaPopular SearchesPortfolioMetrix SAPortfolioMetrixPortfolioMetrix Holdings LtdPortfolio Metrix LLCPortfolioMetrix Asset Management LtdSIC Code 62,628NAICS Code 52,523Show more

PortfolioMetrix Org Chart

PhoneEmail
NH
United Kingdom flag for contact location.

Chief Financial Officer

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OR
United Kingdom flag for contact location.

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

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PB
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Chief Investment Officer

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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
PR
Pierre RodriguesOffshore Investments Head
$5.6M
11-50
Private
-
1987
N/A
$5.2M
11-50
Private
-
2004
N/A
<$5M
11-50
Private
-
1996
Mustapha Sodangi, Chief Operating Officer at Inverness Asset Management
Mustapha SodangiChief Operating Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PortfolioMetrix Tech Stack

Top Financial Software 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: Financial Software, Software, Business Services
What is PortfolioMetrix competition?
PortfolioMetrix top competitors include: Sanlam UK, Oakham Wealth Management, Dart Capital, Hfmc Asset Management
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 is an investment management firm that partners with financial advisers to enhance their business operations and client interactions. By providing premium global investment management and advanced technology, PMX allows advisers to focus on strategic growth and client conversations without the distractions of portfolio management. Th... e company aims to empower advisers to build successful, respected practices while delivering consistent, market-leading investment outcomes. With a community of like-minded professionals, PMX fosters collaboration and shared expertise among its clients.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

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