Portfolio+ Email Format

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.

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