Portfolio Pathway Employee Directory

Software DevelopmentIllinois, United States11-50 Employees

Portfolio Pathway is a cloud-based wealth management platform that empowers financial advisors, wealth managers and broker-dealers to grow their practices, create their own TAMP or home-office operations infrastructure, and meet GIPS compliance. Built for the emerging and growing advisory firms, our comprehensive platform offers a modern and intuitive user interface for portfolio reporting, fee billing, mobile client tools, rebalancing and trading.

Support Your Growth

Is your current platform holding back your growth? Are you overpaying for what you have? Portfolio Pathway maintains high adoption rates while enabling advisors to increase efficiency, value of service, and client retention – even as they grow organically or by acquisition. Learn how we help firms simplify and effectively address the challenges of normalizing and converting data.

Create Your Own TAMP

Ready for the next level of growth as an RIA? Portfolio Pathway provides portfolio models, funding sleeves, and performance reporting, as well as the UMA trading you need to create models and monitor performance. Explore how our platform is helping firms turn their offices into profit centers by setting up their own TAMP or home-office operations, and efficiently onboarding advisors.

Visit portfoliopathway.com or contact us at 800-970-9080 to learn more.

Find Portfolio Pathway employees' phone numbers or email addresses

Portfolio Pathway Global Highlights

North America
15

United States Of America
15

Portfolio Pathway's Leadership

A. J.
Data Support Lead
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D. F.
Process Manager
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C. G.
Senior Developer
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B. B.
Advisor Support Specialist Ii
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G. C.
Data Management Analyst
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J. B.
Qa Engineer
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J. H.
Systems Administrator
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M. W.
Developer
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Portfolio Pathway Employee Metrics

100%

50%

0%

2024

2023

Engineering
Analytics
Operations
Information Technology
Support
Other

Contact profiles from Portfolio Pathway

Name

Title

Contact Info

Location

Last Update

A. J.
Data Support Lead
✕
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Work email
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Mobile Phone
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Work email
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Email
United StatesIllinois
Oct 21, 2024
D. F.
Process Manager
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Mobile Phone
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Email
UNITED STATES
Mar 09, 2023
C. G.
Senior Developer
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Mobile Phone
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Email
United StatesIllinois
Aug 03, 2024
B. B.
Advisor Support Specialist Ii
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Mobile Phone
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Email
United StatesIllinois
Nov 06, 2024
G. C.
Data Management Analyst
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Mobile Phone
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Email
United StatesIllinois
Oct 17, 2024
J. B.
Qa Engineer
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Mobile Phone
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Email
United StatesIllinois
Oct 17, 2024
J. H.
Systems Administrator
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Email
UNITED STATES
Dec 31, 2023
M. W.
Developer
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Mobile Phone
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Email
United StatesNorth Carolina
Jul 08, 2024
M. P.
Operations Associate
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Email
United States
Sep 16, 2024
R. H.
Data Support Analyst
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Mobile Phone
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Email
United StatesIllinois
Aug 21, 2024

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 Pkwy. 210 Warrenville, IL 60555 US; 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 January 2021. These team members are located across 1 continents, including North America.

Who are Portfolio Pathway's key employees and leadership?

As of January 2021, Portfolio Pathway's key employees include:

Data Support Lead: A. J.
Process Manager: D. F.
Senior Developer: C. G.
Advisor Support Specialist Ii: B. B.
Data Management Analyst: G. C.

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