59
Growth Score
pts
Heat Score
53 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
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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See more interactive data and historical milestones on desktop for the best experience
4102000
The AI-Augmented Engine for the Modern Financial Advice Firm
About the Company
Portfolio Thinking is an independent investment consultancy and research platform designed to help financial professionals deliver institutional-grade investment outcomes in an increasingly complex market. We exist to bridge the gap between boutique advice and institutional scale. By combining deep human expertise with the efficiency of supervised
artificial intelligence, we enable advice firms, family offices, and institutions to build robust, disciplined investment propositions without the overheads of a large in-house team.
