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The Portfolio Platform

Financial Technology (FinTech)
Founded
--
Employees
--
Total Funding
$1.3M
Funding Rounds
1
Last Funding
2023-03-08

About The Portfolio Platform

The Portfolio Platform provides investment software tailored for wealth managers, funds, and independent financial advisors (IFAs) to enhance their trading capabilities.

Products & Services

Investment Software:Proprietary trading software designed for wealth managers, funds, and IFAs to support their investment and trading activities.

Specialties

Investment Software Wealth Management Tools Trading Solutions Wealth Management Solutions Trading Software

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Equity Crowdfunding
T: -
FT: Equity Crowdfunding 		A: 1260000
MR: -
FA: 1,000,000 GBP
FAN: 1260000 		D: 2023-03-08
FD: 2023-03-08 		-
Equity Crowdfunding Latest
2023-03-08
$1.3M

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

No team data available

Team information is not yet available for this company

Recent News

The Portfolio Platform Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

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Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Technology (FinTech)

Technology Stack

Discover the backend, frontend, and infrastructure technologies powering this company's products.

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