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Portfolio Evaluations Logo
Portfolio Evaluations Growth Score
79
CB Rank
807854
Heat Score
39
PEI is a privately-owned firm focused exclusively on providing institutional investment and retirement plan consulting services.
Acquired by
CAPTRUST Logo
CAPTRUST
Founded
obfuscation
Private Warren, New Jersey, United States11-50 porteval.com/
Consulting
Financial Services
Legal
Professional Services
Overview

Portfolio Evaluations
Growth Score
79
Heat Score
39

Growth Score79
-9 pts
in past quarter
Heat Score 39
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
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About Portfolio Evaluations

CB Rank
807854
PEI is a privately-owned firm focused exclusively on providing institutional investment and retirement plan consulting services.
Acquired by
CAPTRUST Logo
CAPTRUST
Founded
obfuscation
Private Warren, New Jersey, United States11-50 porteval.com/
Consulting
Financial Services
Legal
Professional Services

Details

Legal Name Portfolio Evaluations, Inc.
Also Known As PEI
Operating Status Active
Company Type For Profit
About the Company
PEI is a privately-owned firm focused exclusively on providing institutional investment and retirement plan consulting services.
Phone Number +1 973-538-4347
Contact Email marketing@porteval.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Advisory
Advisory services for retirement plan sponsors, including fiduciary partnerships, plan design optimization, and financial wellness programs.
Endowment & Foundation Services
Financial services for nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management.

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Financials

M&A Details

Portfolio Evaluations was acquired by CAPTRUST on
obfuscation
.
Transaction Name 
Portfolio Evaluations acquired by CAPTRUST Logo
Portfolio Evaluations acquired by CAPTRUST
Acquired by 
CAPTRUST Logo
CAPTRUST
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News
Technology
View Tech Report

IT Spend

$571.2KThis year, Portfolio Evaluations is projected to spend $571.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Tony Awards Logo
Tony Awards
99
Generational Difference Logo
Generational Difference
97
AI-Generated Answers Logo
AI-Generated Answers
95

Active Website Tech Count

7Portfolio Evaluations is actively using 7 technologies for its website, according to BuiltWith. These include IPv6, Person Schema, and  Gravatar Profiles.
Sub-Organizations
Frequently Asked Questions

Where is Portfolio Evaluations's headquarters? Portfolio Evaluations is located in Warren, New Jersey, United States.Who are Portfolio Evaluations's competitors? Alternatives and possible competitors to Portfolio Evaluations may include Morgan Stanley, Vestwell, and  Aon.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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