Portfolio Aid

Software Development • Toronto, Ontario, Canada • 21-50 Employees

Company overview

Headquarters	2 St Clair Ave West, Toronto, Ontario M4V 1L5, CA
Phone number	+14164799710
Website	portfolioaid.com
SIC	621
Keywords	Enhanced Suitability Oversight, Inquiry Management Workflow, Intelligent Compliance Insight, Security Risk Ratings
Founded	2001
Employees	21-50
Socials

Key Contacts at Portfolio Aid

Sam Webster

Ceo & President

Ruveen De Lanerolle

Director, Development And Product Delivery

Portfolio Aid Email Formats

Portfolio Aid uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@portfolioaid.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@portfolioaid.com	60%
{first name}{last name}	johndoe@portfolioaid.com	36.7%
{2char}	{2char}@portfolioaid.com	3.3%

About Portfolio Aid

PortfolioAid is Canada’s market leading provider of compliance management software for wealth professionals. Considered a hybrid of RegTech and WealthTech, PortfolioAid’s solutions help dealers navigate the rapid acceleration of regulatory change while allowing for growth and effective compliance cost management. Security ratings algorithms, KYC suitability, KYP management, and intelligent issue tracking are a few examples of how PortfolioAid’s award-winning solutions help its clients. Contact Us Please contact us if you would like additional information or a product demo: e: info@portfolioaid.com t:: 416-479-9710

Portfolio Aid revenue & valuation

Annual revenue	$14,100,000
Revenue per employee	$288,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$45,100,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Portfolio Aid has 25 employees across 6 departments.

Departments

Number of employees

Funding Data

Portfolio Aid has never raised funding before.

Portfolio Aid Tech Stack

Discover the technologies and tools that power Portfolio Aid's digital infrastructure, from frameworks to analytics platforms.

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

Font Awesome

Font scripts

FancyBox

JavaScript libraries

WordPress

Blogs

Divi

Page builders

Sectigo

SSL/TLS certificate authorities

Swiper

JavaScript libraries

Frequently asked questions

Portfolio Aid is located in Toronto, Ontario, CA.

You can reach Portfolio Aid at +14164799710.

Portfolio Aid was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Portfolio Aid has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Portfolio Aid

Sam Webster

Ceo & President

Ruveen De Lanerolle

Director, Development And Product Delivery

4.8

40,000 users