Factbook logo

Factbook

Provider of client reporting, fund reporting and marketing solutions to the investment community.

11 employees · est. 2002 · Surrey, United Kingdom

VS
PortfolioShop logo

PortfolioShop

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

6 employees · est. 1998 · United States

PortfolioShop is the older company (2002 vs 1998); Factbook is the larger of the two.

Side-by-Side Comparison

Factbook PortfolioShop
Founded
2002 1998 older
Headquarters
Surrey, United Kingdom United States
Employees
11 larger 6
Industry
Enterprise Software, Financial Services, Fintech Financial Services, IT, Information Technology
Funding Stage
Not tracked yet Not tracked yet
Total Funding
Not tracked yet Not tracked yet
Funding Rounds
Not tracked yet Not tracked yet
Services
Not tracked yet Not tracked yet
Target Customers
Not tracked yet Not tracked yet
Taxonomy
Client Reporting, Fund Reporting, Marketing Solutions, Technology Driven Solutions, Factsheets, Investment Reporting, Digital Tools, Web Services, Asset Management Software, Financial Information 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
Website
factbook.co.uk portfolioshop.com
Factbook logo

About Factbook

Factbook is a United Kingdom based startup that provides client reporting, fund reporting, and marketing solutions to the investment community. Founded in 2000, Factbook offers quick, simple, and specific solutions for efficient and accurate retrieval, production, and dissemination of fund informati...

PortfolioShop logo

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 alternati...

We will tell you when either one moves

BounceWatch watches Factbook and PortfolioShop for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.

Watch both — free

Funding, hiring, leadership and stack changes at Factbook and PortfolioShop — by email.

Frequently Asked Questions

Factbook — Provider of client reporting, fund reporting and marketing solutions to the investment community.. PortfolioShop — Empowering fund managers with a flexible operational platform and expert services to grow on. . Both companies operate in related markets but may differ in funding stage, team size, and product focus.
Factbook and PortfolioShop operate in overlapping markets and are frequently compared. Track both companies on Bounce Watch to monitor their growth signals in real time.

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Compiled from the BounceWatch company index. We last looked at Factbook on 13 Sep 2024, and PortfolioShop on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.

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