


PortfolioShop Email Formats
Financial Services • Melville, New York, United States • 1-10 Employees
PortfolioShop Email Formats
PortfolioShop uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@portfolioshop.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@portfolioshop.com | 66.7% |
{first name}{last name} | johndoe@portfolioshop.com | 33.3% |
Key Contact at PortfolioShop
Eric Sontag
President / Co-Founder
Company overview
| Headquarters | 225 Broadhollow Rd, Suite 102, Melville, New York 11747, US |
| Phone number | +15163646800 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Analytics, Risk Management, Systems Integration, Data Management, Portfolio Accounting, Performance Measurement, General Ledger, Apis, Reconciliation, Data Aggregation, Fund Accounting, Partnership Accounting, Fund Administration, Client Portal, Market Data Feeds, Client Reporting, Outsourced Back Office, Outsourced Operations, Shadow Accounting, Custodial Interfaces, Independent Book Of Record |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
About PortfolioShop
PortfolioShop provides an outsourced back-office platform as a service. We offer investment managers the ability to leverage our operational and technical expertise that has evolved over our 25 year history servicing the alternative investment space. Our solutions enable our clients to re-focus their talents on growing their assets, not their operation. Our commitment to consistently exceeding our clients' expectations result in streamlined workflows/experiences that deliver consistent and reliable information. We are a bootstrapped, family-owned and operated business that truly cares about our clients. Today, over 100 clients including single and multi-family offices, fund administrators, hedge funds and private equity firms worldwide with assets totaling more than $10 billion rely on PortfolioShop for accurate, timely information and flexible reporting.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
PortfolioShop has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
PortfolioShop has never raised funding before.
PortfolioShop Tech Stack
Discover the technologies and tools that power PortfolioShop's digital infrastructure, from frameworks to analytics platforms.
Security
Hosting
JavaScript libraries
Maps
JavaScript libraries
JavaScript libraries
CDN
Documentation
Font scripts
JavaScript libraries
Analytics
Frequently asked questions
4.8
40,000 users



