PortfolioMetrix
Investment Management • 
London, England, United Kingdom • 51-100 Employees
Company overview
| Headquarters | 66 Buckingham Gate, London, SW1E 6DX, GB |
| Phone number | +27823344055 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2010 |
| Employees | 51-100 |
| Socials |
Key Contacts at PortfolioMetrix
Dave Chessell
Non Executive Director
Ben Peele
Uk Managing Director
Tim Wightman
Product Owner
PortfolioMetrix Email Formats
PortfolioMetrix uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@portfoliometrix.com), used 38.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@portfoliometrix.com | 46.2% |
{first name}.{last name} | john.doe@portfoliometrix.co.za | 50.7% |
About PortfolioMetrix
With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter. Top advisers aspire to build financially successful businesses, achieve professional excellence, and focus on what they enjoy most. Like all specialists, they want resilient, respected businesses with the freedom to make choices on their own terms. Through PMX, advisers gain a premium global investment manager as a partner, freeing them to deliver an exceptional advice proposition, grow their business, and keep clients on track. PortfolioMetrix Asset Management SA (Pty) Ltd is authorised and regulated in by the Financial Services Conduct Authority in South Africa (FSP: 42383) and PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority in the United Kingdom (Firm Ref: 564162). Fermat Point Ltd trading as PortfolioMetrix Ireland is regulated by the Central Bank of Ireland.
PortfolioMetrix revenue & valuation
| Annual revenue | $6,502,180 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $20,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
PortfolioMetrix has 36 employees across 8 departments.
Departments
Number of employees
Funding Data
PortfolioMetrix has never raised funding before.
PortfolioMetrix Tech Stack
Discover the technologies and tools that power PortfolioMetrix's digital infrastructure, from frameworks to analytics platforms.
Cookie compliance
Security
CMS
JavaScript libraries
Video players
JavaScript libraries
Reverse proxies
CDN
JavaScript libraries
Analytics
Miscellaneous
Saudi Arabia
Canada
United States
France
Frequently asked questions
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