Insights

Boutique Asset Management AdvisorNet Portfolio Partners manages nearly 1.5 billion dollars in assets, indicating a strong foothold in personalized, high-touch wealth management services that appeal to high-net-worth clients seeking dedicated advisory support.

Recent Acquisition Opportunity With JZZ Technologies recently acquiring Portfolio Partners, there is potential for strategic integrations or offerings aimed at expanding digital capabilities or cross-selling services within the technological transformation of traditional asset management.

Technology Stack Utilization The company employs a modern tech stack including React, PWA, and Facebook Pixel, suggesting openness to advanced digital solutions and technology-driven client engagement strategies that can be further leveraged for upselling innovative tech products.

Growth and Client Focus Their emphasis on providing time-saving back-office services to advisors presents opportunities to introduce complementary administrative or compliance solutions aimed at improving operational efficiencies for their clients and partners.

Market Positioning and Scale Positioned as a boutique firm with a highly specialized service model amidst industry giants with thousands of employees and high revenues, AdvisorNet can be targeted for premium service offerings, strategic partnerships, or niche product customizations to differentiate further.

AdvisorNet Portfolio Partners Tech Stack

AdvisorNet Portfolio Partners uses 8 technology products and services including Facebook Pixel, RSS, React, and more. Explore AdvisorNet Portfolio Partners's tech stack below.

  • Facebook Pixel
    Analytics
  • RSS
    Content Management System
  • React
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • PWA
    Miscellaneous
  • Google Plus
    Widgets

AdvisorNet Portfolio Partners's Email Address Formats

AdvisorNet Portfolio Partners uses at least 1 format(s):
AdvisorNet Portfolio Partners Email FormatsExamplePercentage
FLast@myportfoliopartners.comJDoe@myportfoliopartners.com
100%

Frequently Asked Questions

Where is AdvisorNet Portfolio Partners's headquarters located?

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AdvisorNet Portfolio Partners's main headquarters is located at 701 Fourth Avenue South Suite 1500 Minneapolis, Minnesota 55415 United States. The company has employees across 1 continents, including North America.

What is AdvisorNet Portfolio Partners's phone number?

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You can contact AdvisorNet Portfolio Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AdvisorNet Portfolio Partners's official website and social media links?

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AdvisorNet Portfolio Partners's official website is myportfoliopartners.com and has social profiles on LinkedIn.

What is AdvisorNet Portfolio Partners's NAICS code?

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AdvisorNet Portfolio Partners's NAICS code is 52 - Finance and Insurance.

How many employees does AdvisorNet Portfolio Partners have currently?

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As of May 2026, AdvisorNet Portfolio Partners has approximately 6 employees across 1 continents, including North America. Key team members include Founder And Chief Executive Officer: K. W.Executive Vice President: J. H.Portfolio Trading And Systems Administrator: E. O.. Explore AdvisorNet Portfolio Partners's employee directory with LeadIQ.

What industry does AdvisorNet Portfolio Partners belong to?

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AdvisorNet Portfolio Partners operates in the Financial Services industry.

What technology does AdvisorNet Portfolio Partners use?

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AdvisorNet Portfolio Partners's tech stack includes Facebook PixelRSSReactjQueryLodashjQuery MigratePWAGoogle Plus.

What is AdvisorNet Portfolio Partners's email format?

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AdvisorNet Portfolio Partners's email format typically follows the pattern of FLast@myportfoliopartners.com. Find more AdvisorNet Portfolio Partners email formats with LeadIQ.

When was AdvisorNet Portfolio Partners founded?

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AdvisorNet Portfolio Partners was founded in 1959.

AdvisorNet Portfolio Partners

Financial ServicesMinnesota, United States2-10 Employees

We partner with Financial Advisors to make advisory business easy. 

Portfolio Partners is a boutique, turn-key,  third-party asset manager with nearly $1.5B under management. We provide a robust back office service team with more than 40+  collective years actively managing portfolios.  Our resources and experience provide the Advisor with one key thing, time. Time to prospect, grow their book of business, devote more time to their clients and family and time to pursue their personal passions while their clients portfolios are professionally managed. Portfolio Partners 
Portfolio Partners has an Institutionalized process with a personalized touch.

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Adviser.  Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity.

Section iconCompany Overview

Headquarters
701 Fourth Avenue South Suite 1500 Minneapolis, Minnesota 55415 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1959
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    AdvisorNet Portfolio Partners's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    AdvisorNet Portfolio Partners's revenue is estimated to be in the range of $1M$10M

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