PortfolioShop Email Format

Financial ServicesNew York, United States2-10 Employees

PortfolioShop provides an outsourced back-office platform as a service for investment managers, leveraging decades of experience in the alternative investment space. Its offerings aim to streamline operations and deliver consistent, reliable information, allowing clients to focus more on asset growth and client service rather than day-to-day administrative tasks. The company emphasizes a hands-on, client‑centric approach as a bootstrapped, family‑owned business with a long history of servicing the industry. Based in Melville, New York, PortfolioShop serves more than a hundred clients worldwide, including single and multi‑family offices, fund administrators, hedge funds, and private equity firms, overseeing assets that exceed ten billion dollars. In 2023, the firm was recognized as Best Portfolio Management Software at the Hedgeweek U.S. Emerging Manager Awards, reflecting its position within the market for portfolio management and accounting solutions for alternative investments.

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