Portfolio123

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	401 S La Salle St, Chicago, Illinois 60605, US
Phone number	+13122374720
Website	portfolio123.com
NAICS	52
SIC	621
Keywords	Investing, Portfolio Management, AI, Machine Learning, Investment Strategies, Quantitative Finance, Quant, Rules-Based Investing, Systematic Investing
Founded	2004
Employees	1-10
Socials

Key Contact at Portfolio123

Marco Salerno

Chief Executive Officer

About Portfolio123

Portfolio123 helps investors of all levels build, test, and launch stock strategies, no programming required. Whether you're an independent investor looking to outperform the market, or a professional quant or PM replacing a full research stack, Portfolio123 gives you the tools to go from idea to execution using a single, powerful platform. 🔹 Backtest strategies with 20+ years of point-in-time financial and pricing data 🔹 Build custom screeners and ranking models with a sophisticated factor library 🔹 Optimize with AI and machine learning — no dev team needed 🔹 Connect your data via API or use Dataminer to expand your research 🔹 Model long/short portfolios, run simulations, and generate signals Trusted by individuals and institutions alike, Portfolio123 brings advanced research tools without needing a quant team or enterprise budget. 👉 Explore what you can build!

Portfolio123 revenue & valuation

Annual revenue	$4,500,000
Revenue per employee	$563,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$14,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Portfolio123 has 5 employees across 5 departments.

Departments

Number of employees

Funding Data

Portfolio123 has never raised funding before.

Portfolio123 Tech Stack

Discover the technologies and tools that power Portfolio123's digital infrastructure, from frameworks to analytics platforms.

Highcharts

JavaScript graphics

jQuery UI

JavaScript libraries

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

OpenSSL

Web server extensions

Calendly

Appointment scheduling

AngularJS

JavaScript frameworks

MailChimp

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Portfolio123 is located in Chicago, Illinois, US.

You can reach Portfolio123 at +13122374720.

Portfolio123 was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Portfolio123 has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Portfolio123

Marco Salerno

Chief Executive Officer

4.8

40,000 users