Insights

GIC Modernization Portfolio+ recently launched GIC Connect to modernize GIC processing for Canadian financial institutions, indicating a product initiative and potential upsell to banks, credit unions, and asset managers seeking streamlined term deposits and capital-funding workflows.

Lending Growth With a recent reverse mortgage product addition and a comprehensive lending solutions suite, there are opportunities to cross-sell advanced lending modules to mid-market banks and credit unions looking to expand non-traditional and retirement-focused lending.

Open Banking Readiness Participation in Open Banking Expo Canada signals emphasis on API-driven banking and Banking-as-a-Service capabilities, suggesting potential partnerships or pilot programs around embedded finance and data connectivity for regional institutions seeking modernization.

Operational Excellence Promotion of a COO and focus on reliable delivery and compliance imply a value proposition around governance, risk, and stable implementation—appealing to financials prioritizing risk-managed digital transformations and project success.

Growth and Partnerships Active collaborations (for example with MCAN Mortgage and ongoing cloud-based deployments) indicate a channel-friendly strategy; potential sales motion could target regional banks and credit unions seeking partner-led, turn-key core banking and cloud modernization.

Similar companies to Portfolio+

Portfolio+ Tech Stack

Portfolio+ uses 8 technology products and services including Google Ads, Power BI, GitHub, and more. Explore Portfolio+'s tech stack below.

Media & News

Portfolio+'s Email Address Formats

Portfolio+ uses at least 5 email formats:
Portfolio+ Email FormatsExamplePercentage
First.Last@portfolioplus.comJohn.Doe@portfolioplus.com
100%
FirstL@stratinfotech.comJohnD@stratinfotech.com
95%
Last@stratinfotech.comDoe@stratinfotech.com
2%
FLast@stratinfotech.comJDoe@stratinfotech.com
2%
First@stratinfotech.comJohn@stratinfotech.com
1%

Frequently Asked Questions

What is Portfolio+'s phone number?

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You can contact Portfolio+'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 Portfolio+'s official website and social media links?

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Portfolio+'s official website is portfolioplus.com and has social profiles on LinkedIn.

How much revenue does Portfolio+ generate?

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As of August 2026, Portfolio+'s annual revenue is estimated to be $25M - $50M.

What is Portfolio+'s NAICS code?

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

How many employees does Portfolio+ have currently?

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As of August 2026, Portfolio+ has approximately 141 employees across 4 continents, including North America, Africa and Asia. Key team members include Chief Executive Officer: D. C., Cto: S. L. and Chief Technology Officer: A. T. Explore Portfolio+'s employee directory with LeadIQ.

What industry does Portfolio+ belong to?

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Portfolio+ operates in the Financial Services industry.

What technology does Portfolio+ use?

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Portfolio+'s tech stack includes Google Ads, Power BI, GitHub, HashiCorp Terraform, Elastic stack (ELK), Microsoft 365, Microsoft Intune and Google Cloud.

What is Portfolio+'s email format?

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Portfolio+'s email format typically follows the pattern of First.Last@portfolioplus.com. Find more Portfolio+ email formats with LeadIQ.

When was Portfolio+ founded?

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Portfolio+ was founded in 1988.
Portfolio+ logo

Portfolio+

Financial ServicesOntario, Canada51-200 Employees

Portfolio+ is a Canadian financial services technology company that provides cloud-based core banking, lending, and investment management software for banks, credit unions, and trust companies to modernize operations without compromising stability or compliance. Based in Stouffville, Ontario, Portfolio+ employs 51 to 200 people and serves financial institutions across Canada. The company is backed by long-term ownership through Vencora and Volaris Group, a division of Constellation Software Inc. (TSX: CSU), supporting ongoing product evolution and reliable delivery. Its composable, cloud-based platform supports Banking-as-a-Service, embedded finance, and API-driven banking, enabling seamless data connectivity and integration, along with training, consulting, and managed services. Recent developments include a collaboration with MCAN Mortgage Corporation to launch a direct-to-client GIC channel and the introduction of a Portfolio+ reverse mortgage product, as well as leadership updates such as the appointment of a Chief Operating Officer.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Portfolio+'s revenue is estimated to be in the range of $25M - $50M

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