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Portfolio Aid Inc. Information

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PortfolioAid is Canada’s market leading provider of compliance management software for wealth professionals. Considered a hybrid of RegTech and WealthTech, PortfolioAid’s solutions help dealers navigate the rapid acceleration of regulatory change while allowing for growth and effective compliance cost management. Security ratings algorithms, KYC suitability, KYP management, and intelligent issue tracking are a few examples of how PortfolioAid’s award-winning solutions help its clients. Contact Us Please contact us if you would like additional information or a product demo: e: info@portfolioaid.com t:: 416-479-9710

Website http://www.portfolioaid.com
Revenue $6.4 million
Employees 50 (50 on RocketReach)
Founded 2001
Address 2 St Clair Ave West, Toronto, Ontario M4V 1L5, CA
Phone (416) 479-9710
Technologies
Industry Software Development, Finance General, Cyber Security, Intelligent Compliance Insight, Finance, Information Technology, Security Risk Ratings, Privacy and Security, Enhanced Suitability Oversight, E-Commerce, Inquiry Management Workflow, Commerce and Shopping, Retail, Security, Software
Web Rank 1 Million
Keywords Compliance Management Software, Wealth Management Software, Regulatory Technology, Regtech, Wealthtech, Financial Compliance, Investment Compliance, Portfolio Management Software, Crm For Advisors, Advisor Technology, Financial Technology, Fintech, Compliance Solutions, Regulatory Compliance, Risk Management Software, Wealthtech Solutions, Software For Advisors, Investment Software, Brokerage Technology, Digital Advice
Competitors Fidelity Investments, BlackRock, Vanguard, Zacks Investment Research, Morningstar, Personal Capital, Financial Engines, Betterment, Wealthfront, Schwab Advisor Services +42 more (view full list)
SIC SIC Code 62 Companies, SIC Code 621 Companies
NAICS NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 523120 Companies, NAICS Code 523 Companies

Portfolio Aid Inc. Questions

The Portfolio Aid Inc. annual revenue was $6.4 million in 2026.

Sam Webster is the CEO and President of Portfolio Aid Inc..

50 people are employed at Portfolio Aid Inc..

Portfolio Aid Inc. is based in Toronto, Ontario.

The NAICS codes for Portfolio Aid Inc. are [5231, 52, 52312, 523120, 523].

The SIC codes for Portfolio Aid Inc. are [62, 621].

Top Portfolio Aid Inc. Employees

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