Portfolio + is an open banking platform that includes software applications for loans, mortgages term deposits, investments and retail banking. Portfolio + has pioneered FinTech solutions to drive banking business for over 30 years.
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The Portfolio+ annual revenue was $27.6 million in 2026.
Dianne Cupples is the CEO of Portfolio+.
91 people are employed at Portfolio+.
Portfolio+ is based in Stouffville, Ontario.
The NAICS codes for Portfolio+ are [5112, 513, 51, 511].
The SIC codes for Portfolio+ are [73, 737].