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PortfolioXpressWay Logo
PortfolioXpressWay CB Rank
525109
Heat Score
64
PortfolioXpressWay is an IT firm that designs and builds software solutions for wealth management industry.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 portfolioxpressway.com
Financial Services
Information Technology
Software
Wealth Management
Overview

PortfolioXpressWay
Heat Score
64

Growth Score
pts
in past quarter
Heat Score 64
7 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 >
Recent Milestones
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

About PortfolioXpressWay

CB Rank
525109
PortfolioXpressWay is an IT firm that designs and builds software solutions for wealth management industry.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 portfolioxpressway.com
Financial Services
Information Technology
Software
Wealth Management

Details

Operating Status Active
Company Type For Profit
Contact Email info@portfolioxpressway.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

PortfolioXpressWay Platform
A unified software platform that consolidates traditional and private investment data to provide a comprehensive view of complex wealth portfolios.
Client Reporting and Portal
A feature that generates personalized client presentations and provides a secure portal for client communication and document access.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 4
News
Technology
View Tech Report

Monthly Web Visits

88
-18.52%
 in past month

IT Spend

$247.2KThis year, PortfolioXpressWay is projected to spend $247.2K on IT, according to Aberdeen.

Active Website Tech Count

42PortfolioXpressWay is actively using 42 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is PortfolioXpressWay's headquarters? PortfolioXpressWay is located in Toronto, Ontario, Canada.Who are PortfolioXpressWay's competitors? Alternatives and possible competitors to PortfolioXpressWay may include SS&C Technologies, Masttro, and  Addepar.
Who We Are
What We Do
Helpful Links
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