Where are Portfolio123 employees located globally?

Portfolio123 has employees across 2 continents and 3 countries including Spain, United States Of America, Nicaragua.

How has Portfolio123's team size changed over time?

Portfolio123's team has decreased from approximately 7 to 5 employees based on available data.

Portfolio123 Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Portfolio123 is a financial services company headquartered in Chicago, Illinois. The company provides a platform of financial research tools that lets users simulate, screen, back-test, and trade portfolios, enabling the creation of customized investment strategies without requiring coding knowledge. Its products are designed for investors and researchers at all levels to extract key data and develop their own trading approaches. Portfolio123 has established partnerships with Tradier Brokerage to enable broker connectivity and trade integration, with partnerships announced in 2019 and 2023. The company operates with a small workforce of 2 to 10 employees.

Portfolio123 Global Highlights

North America
5

United States Of America
4
Nicaragua
1

Europe
1

Spain
1

Portfolio123's Leadership

K. H.
Equity Portfolio Designer
Mobile Phone
Email

Portfolio123 Employee Metrics

100%

50%

2026

2025

Engineering
Information Technology
Accounting
Administrative
Analytics
Other
Arts & Design
Research

Contact profiles from Portfolio123

Name

Title

Contact Info

Location

Last Update

K. H.
Equity Portfolio Designer
Mobile Phone
Email
CanadaBritish Columbia
May 26, 2025

Frequently Asked Questions

What is Portfolio123 known for?

Portfolio123 was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 401 South Lasalle Avenue 1500 Chicago Illnois Chicago, Illinois 60605 United States. Explore Portfolio123's company overview page for more information.

What is Portfolio123's most common email format?

Portfolio123 employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portfolio123 email formats with LeadIQ.

How many employees does Portfolio123 have currently?

Portfolio123 has approximately 8 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Portfolio123's key employees and leadership?

As of February 2026, Portfolio123's key employees include:

Equity Portfolio Designer: K. H.

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Portfolio123 Employee Directory

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