PortfolioGuardian

Accounting • Adelaide, South Australia, Australia • 1-10 Employees

Company overview

Headquarters	65 Gilbert St, Adelaide, South Australia 5000, AU
Phone number	+6199149680553
Website	portfolioguardian.com.au
NAICS	5412
SIC	872
Founded	2002
Employees	1-10
Socials

Key Contact at PortfolioGuardian

Bryn Coudraye

Director - PortfolioGuardian

PortfolioGuardian Email Formats

PortfolioGuardian uses 1 email format. The most common is {first name} (e.g., john@portfolioguardian.com.au), used 100% of the time.

Format	Example	Percentage
{first name}	john@portfolioguardian.com.au	100%

About PortfolioGuardian

PortfolioGuardian is a Chartered Accounting firm and investment administration & reporting specialist with over 20 years of experience managing investment portfolios. We also have deep expertise in supporting both Public and Private Ancillary Funds (PAF & PuAF), having helped more than 350 foundations achieve their philanthropic goals over the past decade. We operate nationally and are recognised for delivering exceptional service and value. Unlike many platform providers, our fees are not based on the size of your portfolio - ensuring transparency and fairness. Our team can administer any asset, on any platform and provide you with fully consolidated tax reporting. At year-end, we simplify your tax process by delivering a comprehensive summary of capital gains and losses - ready to hand over to your personal accountant, saving you both time and money.

PortfolioGuardian revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

PortfolioGuardian has never raised funding before.

PortfolioGuardian Tech Stack

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

Cloudflare

CDN

Plesk

Hosting panels

Twitter Emoji

Font scripts

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Windows Server

Operating systems

PHP

Programming languages

Font Awesome

Font scripts

WordPress

Blogs

IIS

Web servers

Bootstrap

UI frameworks

Microsoft ASP.NET

Web frameworks

Frequently asked questions

PortfolioGuardian is located in Adelaide, South Australia, AU.

You can reach PortfolioGuardian at +6199149680553.

PortfolioGuardian was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at PortfolioGuardian

Bryn Coudraye

Director - PortfolioGuardian

4.8

40,000 users