Glidepath Portfolio Services Revenue
Investment Management • 
150 King Street West, Suite 301-03, Canada • 1-10 Employees
Glidepath Portfolio Services revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contacts at Glidepath Portfolio Services
Jian Mardukhi
Chief Technology Officer
Greg Taylor
Managing Director, Senior Vice President
Company overview
| Headquarters | 150 King Street West, Suite 301-03, Toronto, Ontario M5H 1J9, CA |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Fintech, Wealthtech, Retirement Income Solutions, Volatility Management, Values Based Financial Planning, Etf Portfolio Management, Advisors And Their Clients, Customized Portfolios For Each Client And Goal., Goals-Based Investment Management Solutions, Decumulation Investment Management, Decumulation Strategies, Retirement Income Investment Management, Sustainable Income Solutions |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Glidepath Portfolio Services Email Formats
Glidepath Portfolio Services uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@myglidepath.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@myglidepath.com | 75% |
{first name}{last name} | johndoe@myglidepath.com | 25% |
About Glidepath Portfolio Services
Glidepath Portfolio Services (GPS) Live with Confidence At Glidepath Portfolio Services (GPS), we partner with independent financial planning consultants to provide professional portfolio management service for their clients. Together, we help investors achieve their investment goals with confidence through the combined care of their portfolio manager and financial planning consultant. We deliver custom, goals-based investment solutions by managing portfolios in close collaboration with independent financial planners. Our focus is helping clients achieve their spending goals while supporting financial professionals in delivering comprehensive service with the required investment management expertise and advice. What sets us apart: 1) Integrated partnerships between financial planners and portfolio managers, ensuring your investment strategy aligns with your financial plan. 2) Goals-based investment approach focused on your specific spending objectives. 3) Custom portfolio management service in separately managed accounts for clients with a minimum of $100,000 to invest. 4) Personal attention from both your GPS Portfolio Manager and Financial Planning Consultant. Our team brings together experts in financial planning, portfolio management, and technology to serve each client's needs. We provide independent financial planners with a platform to enhance their client offering through professional portfolio management expertise and tailored investment advice for each client. ... Where Professional Portfolio Management Meets Personal Financial Planning.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Glidepath Portfolio Services has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Glidepath Portfolio Services has never raised funding before.
Glidepath Portfolio Services Tech Stack
Discover the technologies and tools that power Glidepath Portfolio Services's digital infrastructure, from frameworks to analytics platforms.
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Germany
United States
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Frequently asked questions
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