PORTFOLIOCLOUD - Profile, contacts and insights

PORTFOLIOCLOUD

Who is PORTFOLIOCLOUD?

PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder. Our faster and more flexible advice management tools simplify laborious tasks, allowing advisors to focus on providing actionable advice to their clients. As a creative and independent company...See more

Industry & Specialities

Banking Financial Services & Insurance (BFSI)

Others in Banking Financial Services & Insurance (BSFI)

Countries of Operation

Australia

Headquarters:

Australia

Company Type:

SME

Company size:

1-10 Employees

Year Founded:

2015 (11 years)

Address:

274 COVENTRY ST; SOUTH MELBOURNE, VICTORIA 3205, AU

The largest company and people database for SEA & ANZ

Employees by Department

IT / Product (2)
Operations (1)
The Rest (1)
Total (4)

Key Decision Makers

Simon Cunnington

Co-Founder

Sajeewa Wilathgamuwa

.NET Developer

Matthew Cosier

Co-Founder & CTO

Mark Links

Director/COO

Employees by Seniority

C-level

2employees

Senior

0employees

Non-managers

2employees

Financials

LOW

spending power

Funding Status

Private

Associated Legal Entities

0 entities

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Frequently Asked Questions (FAQ)

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