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Blaze Portfolio logo — Streamlined Trade Order Management and Rebalancing Technolog...

Blaze Portfolio

Streamlined Trade Order Management and Rebalancing Technology for Advisors

Founded 2005 United States Chicago, United States 1 employees B2B, Enterprise Software +4

General Information

Company Name Blaze Portfolio
Founded Year 2005
Location United States Chicago, United States +1
Employees 1
Industries B2B, Enterprise Software, Financial Services +3
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About Blaze Portfolio

Blaze Portfolio is a B2B enterprise software startup based in Chicago, IL since 2005. The company provides streamlined trade order management and rebalancing technology tailored for investment professionals. Their Software-as-a-Service (SaaS) platform offers scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio facilitates seamless integration with leading portfolio accounting and reporting systems, back-office outsourcing providers, and multiple custodians, enabling clients to swiftly set up and access industry-leading solutions. With a focus on financial services and fintech, Blaze Portfolio collaborates with wealth managers, investment advisors, multi-family offices, digital advisors, and industry partners to deliver innovative solutions. As of now, no recent investment information or investors have been disclosed. This dynamic startup presents a compelling opportunity for venture capitalists seeking to invest in the cutting-edge financial technology sector.

Taxonomy: Trade Order Management, Portfolio Rebalancing, SaaS Platform, Financial Technology, Wealth Management, Investment Advisors, Multi-family Offices, Digital Advisors, Technology Integration, Real-time Trading, Tax Optimization, Cash Management, Portfolio Accounting, Investment Solutions

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Blaze Portfolio Alternatives & Competitors

Blaze Portfolio vs
FinFolio
FinFolio United States

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Blaze Portfolio vs
Bellwether Investment Management
Bellwether Investment Management Canada

Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth...

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Blaze Portfolio vs
Merit Financial Advisors
Merit Financial Advisors United States

On a mission to help advisors grow and advance their business.

Private Equity
201 employees
Financial Services, Wealth Management

FAQ About Blaze Portfolio

Streamlined Trade Order Management and Rebalancing Technology for Advisors
Blaze Portfolio was founded in 2005.
Blaze Portfolio is headquartered in Chicago, United States.
Blaze Portfolio operates in the following industries: B2B, Enterprise Software, Financial Services, Fintech, SaaS, Trading Platform.
Blaze Portfolio has approximately 1 employees.
Top alternatives and competitors to Blaze Portfolio include FinFolio, Bellwether Investment Management, Merit Financial Advisors, Innovative Portfolios, KKM Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Blaze Portfolio and FinFolio are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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