What departments does Portfolio Pathway have?

Portfolio Pathway has employees across 2 departments including Operations, Information Technology.

What is the largest department at Portfolio Pathway?

The largest department at Portfolio Pathway is Operations with 1 employees.

Where are Portfolio Pathway employees located globally?

Portfolio Pathway has employees across 1 continents and 1 countries including United States Of America.

How has Portfolio Pathway's team size changed over time?

Portfolio Pathway's team has decreased from approximately 12 to 4 employees based on available data.

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Portfolio Pathway Employee Directory

Software DevelopmentIllinois, United States11-50 Employees

Portfolio Pathway provides a cloud-based platform for wealth management that serves financial advisors, wealth managers, and broker-dealers. It is designed to help emerging and growing advisory firms expand their practices, establish their own TAMP or home-office infrastructure, and meet GIPS compliance requirements. The platform includes portfolio reporting, fee billing, mobile client tools, rebalancing, and trading through a modern, intuitive interface. The company is based in Warrenville, Illinois, and operates in the software development space focused on wealth-management technology. Its solutions support firms in scaling operations by delivering portfolio models, performance reporting, and UMA trading to monitor models and onboard advisors as firms grow, including through acquisitions.

Portfolio Pathway Global Highlights

North America
8

United States Of America
8

Portfolio Pathway's Leadership

D. F.
Process Manager
Mobile Phone
Email
M. P.
Operations Associate
Mobile Phone
Email
J. H.
Systems Administrator
Mobile Phone
Email
A. P.
Mobile Phone
Email

Portfolio Pathway Employee Metrics

100%

50%

2026

2025

Engineering
Analytics
Operations
Information Technology
Support
Other
Banking
Finance
Accounting
Administrative

Contact profiles from Portfolio Pathway

Name

Title

Contact Info

Location

Last Update

D. F.
Process Manager
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
M. P.
Operations Associate
Mobile Phone
Email
United States
Feb 18, 2026
J. H.
Systems Administrator
Mobile Phone
Email
UNITED STATES
Dec 31, 2023
A. P.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023

Frequently Asked Questions

What is Portfolio Pathway known for?

Portfolio Pathway was founded in 2007 operates in the Software Development industry. The company's main headquarters is located in 4355 Weaver Parkway 210 Warrenville, Illinois 60555 United States; you can contact the main corporate office by phone at

+1-630-242-****

. Explore Portfolio Pathway's company overview page for more information.

What is Portfolio Pathway's most common email format?

Portfolio Pathway employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portfolio Pathway email formats with LeadIQ.

How many employees does Portfolio Pathway have currently?

Portfolio Pathway has approximately 22 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Portfolio Pathway's key employees and leadership?

As of February 2026, Portfolio Pathway's key employees include:

Process Manager: D. F.
Operations Associate: M. P.
Systems Administrator: J. H.
: A. P.

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Portfolio Pathway Employee Directory

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