PortfolioMetrix - Crunchbase Company Profile & Funding

Overview

PortfolioMetrix

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About PortfolioMetrix

CB Rank

451359

PortfolioMetrix is an investment management platform for financial advisors in areas like asset allocation, portfolio & fund management.

Founded

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Private

London, England, United Kingdom

11-50

www.portfoliometrix.com/

Asset Management

Financial Services

Professional Services

Wealth Management

Key People

Brandon Zietsman: Executive Chair
Past Role: PortfolioMetrix, CEO and Chief Investment Officer
Alexander Funk: Chief Executive Officer
Past Role: PortfolioMetrix, Chief Investment Officer

Details

Operating Status

Active

Company Type

For Profit

Founders

Brandon Zietsman

Phone Number

+44-207-965-7533

Contact Email

infoUK@portfoliometrix.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

PortfolioMetrix BCI Dynamic Income Fund

A fund targeting sustainable income and capital preservation by dynamically investing in conservative, high-income assets, suitable for lower-risk investors with a 12-month or longer horizon.

WealthExplorer™ Technology

A risk-calibrated software platform that integrates financial advice processes with investment management, providing tools for client profiling, portfolio construction, cashflow modelling, and reporting.