PortfolioShop logo — Empowering fund managers with a flexible operational platfor...

PortfolioShop

Empowering fund managers with a flexible operational platform and expert services to grow on.

Founded 1998 United States United States 6 employees Financial Services, IT +2

General Information

Company Name PortfolioShop
Founded Year 1998
Location United States United States
Employees 6
Industries Financial Services, IT, Information Technology +1
Social

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About PortfolioShop

PortfolioShop is a bootstrapped, family-owned and operated business that offers an outsourced back-office platform as a service. With a slogan of "Empowering fund managers with a flexible operational platform and expert services to grow on," the company leverages its 25-year history in the alternative investment space to provide investment managers with the necessary operational and technical expertise. This allows clients to focus on growing their assets rather than their operations. The company's commitment to exceeding clients' expectations results in streamlined workflows and consistent, reliable information. PortfolioShop serves over 100 clients worldwide, including single and multi-family offices, fund administrators, hedge funds, and private equity firms with assets totaling more than $10 billion, providing them with accurate, timely information and flexible reporting. Founded in 1997 and headquartered in the United States, PortfolioShop has not disclosed its last investment or investors. The company operates in the Financial Services, Information Technology, and SaaS industries.

Business keywords: investment management, back-office platform, operational expertise, fund administration, private equity, hedge funds, outsourced services, family office, flexible reporting, alternative investments, client-focused, operational efficiency

No funding data available for PortfolioShop yet.

PortfolioShop Alternatives & Competitors

View All Alternatives
PortfolioShop vs
Enfusion
Enfusion United States

The flexible, modern framework for investment management operations that gives fund managers the fre...

Post-IPO Debt
1125 employees
Finance, Financial Services
PortfolioShop vs

Bank standard technology for crypto and traditional investment managers

Venture round
9 employees
Crypto, Finance
PortfolioShop vs
Allocator
Allocator United Kingdom

The leading intelligence platform for institutional investors in funds

35 employees
Analytics, Finance

FAQ About PortfolioShop

Empowering fund managers with a flexible operational platform and expert services to grow on.
PortfolioShop was founded in 1998.
PortfolioShop is headquartered in United States.
PortfolioShop operates in Financial Services, IT, Information Technology and SaaS. Its work centres on investment management, back-office platform, operational expertise and fund administration.
PortfolioShop has approximately 6 employees.
Top alternatives and competitors to PortfolioShop include Enfusion, HedgeGuard, Allocator, OpEff Technologies, Ultimus Fund Solutions. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
PortfolioShop and Enfusion 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.

Source: BounceWatch company record for PortfolioShop, https://bouncewatch.com/company/portfolioshop, updated 21 October 2024. When citing, please name BounceWatch and link this page.

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