Insights

Gathering insights about PortfolioShop…

Similar companies to PortfolioShop

PortfolioShop Tech Stack

PortfolioShop uses 8 technology products and services including Cloudflare CDN, Google Hosted Libraries, Microsoft 365, and more. Explore PortfolioShop's tech stack below.

Cloudflare CDN
Content Delivery Network
Google Hosted Libraries
Content Delivery Network
Microsoft 365
Email
Isotope
Javascript Libraries
OWL Carousel
Javascript Libraries
Google Maps
Maps
three.js
Programming Languages
reCAPTCHA
Security

Media & News

PortfolioShop Inc. recognized as Best Portfolio Management Software of 2023 at Hedgeweek U.S. Emerging Manager Awards 2023.
PortfolioShop, an innovator and leading provider of investment portfolio management and accounting solutions, was named Best Portfolio Management Software at the Hedgeweek U.S. Emerging Manager Awards 2023 celebrating excellence among hedge fund emerging fund managers and service providers.
Jun 15, 2023 | portfolioshop.com

PortfolioShop's Email Address Formats

PortfolioShop uses at least 1 format(s):

PortfolioShop Email Formats	Example	Percentage
FLast@portfolioshop.com	JDoe@portfolioshop.com	50%
FLast@portfolioshop.com	JDoe@portfolioshop.com	50%

Frequently Asked Questions

Where is PortfolioShop's headquarters located?

PortfolioShop's main headquarters is located at 225 Broadhollow Road, Suite 102. The company has employees across 1 continents, including North America.

What is PortfolioShop's phone number?

You can contact PortfolioShop's main corporate office by phone at

+1-516-248-****

. 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 PortfolioShop's official website and social media links?

PortfolioShop's official website is portfolioshop.com and has social profiles on LinkedIn.

What is PortfolioShop's NAICS code?

PortfolioShop's NAICS code is 52 - Finance and Insurance.

How many employees does PortfolioShop have currently?

As of December 2025, PortfolioShop has approximately 6 employees across 1 continents, including North America. Key team members include President / Co-Founder: E. S.President: H. S.Co-President: A. S.. Explore PortfolioShop's employee directory with LeadIQ.

What industry does PortfolioShop belong to?

PortfolioShop operates in the Financial Services industry.

What technology does PortfolioShop use?

PortfolioShop's tech stack includes Cloudflare CDNGoogle Hosted LibrariesMicrosoft 365IsotopeOWL CarouselGoogle Mapsthree.jsreCAPTCHA.

What is PortfolioShop's email format?

PortfolioShop's email format typically follows the pattern of FLast@portfolioshop.com. Find more PortfolioShop email formats with LeadIQ.

When was PortfolioShop founded?

PortfolioShop was founded in 1998.

PortfolioShop

Q: What is PortfolioShop's official website and social media links?

PortfolioShop's official website is portfolioshop.com. PortfolioShop has social profiles on LinkedIn.

Q: How many employees does PortfolioShop have currently?

PortfolioShop has approximately 6 employees.

Q: What technology does PortfolioShop use?

PortfolioShop's tech stack includes Cloudflare CDN, Slider Revolution, oEmbed, Zendesk, WordPress.

Financial ServicesNew York, United States2-10 Employees

PortfolioShop provides an outsourced back-office platform as a service.  We offer investment managers the ability to leverage our operational and technical expertise that has evolved over our 25 year history servicing the alternative investment space.  Our solutions enable our clients to re-focus their talents on growing their assets, not their operation.  Our commitment to consistently exceeding our clients' expectations result in streamlined workflows/experiences that deliver consistent and reliable information.  We are a bootstrapped, family-owned and operated business that truly cares about our clients.  

Today, over 100 clients including single and multi-family offices, fund administrators, hedge funds and private equity firms worldwide with assets totaling more than $10 billion rely on PortfolioShop for accurate, timely information and flexible reporting.