


Portfolium (Pty) Revenue
Financial Services • Cape Town, Western Cape, South Africa • 21-50 Employees
Portfolium (Pty) revenue & valuation
| Annual revenue | $4,192,195 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,500,000 |
| Total funding | No funding |
Key Contact at Portfolium (Pty)
Charl Swart
Managing Director
Company overview
| Headquarters | CRF Building, 2nd Floor, 4 Bridal Close, Tyger Falls, Bellville, Cape Town, Western Cape 7530, ZA |
| Phone number | +27219153580 |
| Website | |
| NAICS | 52 |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
Portfolium (Pty) Email Formats
Portfolium (Pty) uses 4 email formats. The most common is {first name} (e.g., john@portfolium.co.za), used 36.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@portfolium.co.za | 36.8% |
{first initial} | j@portfolium.co.za | 28.9% |
{first initial}{last name} | jdoe@portfolium.co.za | 26.3% |
{first name}{last name} | johndoe@portfolium.co.za | 7.9% |
About Portfolium (Pty)
We are a financial services firm offering customised financial planning services to retirement funds and their members. We help you to understand how to save enough during your working life, why you should not cash in retirement savings and how to invest optimally before retirement and during retirement. Our focus is on building our relationship with you, whether you are: - An individual retirement fund member, - A trustee on the board of a retirement fund, or - An employer providing your employees with a retirement fund. Portfolium is strongly member-driven. We provide the best independent financial guidance and investment solutions for retirement fund members, that support positive financial outcomes before and after retirement. We offer in-depth knowledge and a wealth of experience in financial planning strategies, within both the private and public sector retirement fund industry. Portfolium is a partner to Patrice Motsepe’s African Rainbow Capital (ARC), which is a fully black-owned and controlled company focusing on the South African and African financial services industry and businesses, which deliver exceptional return on equity. ARC supports deserving communities and causes through a wide range of social and corporate investment initiatives. The group strives to uplift previously disadvantaged individuals by assisting them to achieve financial independence.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Portfolium (Pty) has 19 employees across 5 departments.
Departments
Number of employees
Funding Data
Portfolium (Pty) has never raised funding before.
Portfolium (Pty) Tech Stack
Discover the technologies and tools that power Portfolium (Pty)'s digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Performance
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Frequently asked questions
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