PortfolioShop
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · New York, United States · 1-10 Employees
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Overview
Headquarters
225 Broadhollow Rd Ste 102, Melville, Ne...Phone Number
(516) 364-6800Website
www.portfolioshop.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About PortfolioShop
PortfolioShop is a leading provider of portfolio management software, offering solutions for fund accounting, portfolio management, general ledger, reporting, reconciliation, and data aggregation. Their platform serves a diverse clientele, including financial institutions, investment managers, family offices, and service providers, helping them streamline operations and enhance reporting capabilities. With over 25 years of experience, PortfolioShop is trusted by sophisticated fund administrators and asset managers for its accuracy and end-to-end automation. The company emphasizes a concierge service approach, ensuring clients receive tailored support for their investment management needs.Explore more
PortfolioShop Org Chart
HS
President
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Revenue
Number of Employees
Type
Funding
Founded In
$5.8M
11-50
Private
-
1986
JP
Jerry PriorChief Information Officer, Managed Futures & Chief Operating Officer & Managing Partner
Company Profile Activity
Activity Insights
PortfolioShop is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
PortfolioShop is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about PortfolioShop.
PortfolioShop Tech Stack
A closer look at the technologies used by PortfolioShop
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PortfolioShop is a leading provider of portfolio management software, offering solutions for fund accounting, portfolio management, general ledger, reporting, reconciliation, and data aggregation. Their platform serves a diverse clientele, including financial institutions, investment managers, family offices, and service providers, helping them str... Read More
