56
Growth Score
pts
Heat Score
4 pts
Company Performance Metrics
Score
Trend
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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
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PortfolioShop is a software as a service company that specializes in delivering solutions to the investment management industry.
Eric Sontag: President & Co-Founder
Jeffrey Sontag: Head of Operations
About the Company
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on
PortfolioShop for accurate, timely information and flexible reporting. PortfolioShop’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution.
