The closest alternatives to Portfolio+ are Navatar, OS33 and SmartDev. Portfolio+ generates $27M in revenue with 126 employees. Every one of the 20 alternatives below is compared with Portfolio+ on revenue, funding, customers, team size and founding year.
Portfolio+ is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  Portfolio+This company |  Navatar |  OS33 |  SmartDev |  Numerated | Numerated | Numerated |  GTreasury | GTreasury |  Jiko |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $27M | $27M | $26.8M | $26.7M | $26M | $26M | $26M | $25.7M | $25.7M | $25.7M |
| Funding raised | Not disclosed | Not disclosed | Not disclosed | Not disclosed | $27.5M | $27.5M | $27.5M | $42M | $42M | Not disclosed |
| Customers | Not disclosed | 600 | Not disclosed | Not disclosed | 105 | 105 | 105 | Not disclosed | Not disclosed | Not disclosed |
| Team size | 126 | 121 | 21 | 243 | 78 | 78 | 78 | 222 | 222 | 125 |
| Founded | 1988 | 2004 | 2006 | Not disclosed | 2017 | 2017 | 2017 | 1986 | 1986 | 2016 |
| HQ | Stouffville, Canada | United States | United States | Vietnam | United States | United States | United States | United States | United States | United States |
United States · Financial Services Software
Navatar Group provides cloud-based software solutions for the financial services industry. Their products include solutions for client relationship management, deal management, fund management, and more. Navatar Group's…
United States · Financial Services Software
Workplace by OS33 is the leading SaaS platform for compliance and productivity enablement for the wealth management marketplace.
Vietnam · Financial Services Software
SmartDev was established in 2014 and was acquired by Verysell group in 2019 with the aim to become Top 10 Technology Companies in Vietnam. We are a Swiss company built and managed by highly experienced Europeans with a…
United States · Financial Services Software
Provider of a SaaS-based treasury management software for the digital treasurer. The company's software facilitates the treasury's liquidity management by centralizing all incoming and outgoing banking activities, along…
United States · Financial Services Software
Provider of a SaaS-based treasury management software for the digital treasurer. The company's software facilitates the treasury's liquidity management by centralizing all incoming and outgoing banking activities, along…
United States · Financial Services Software
Jiko is a fintech company that offers API access and treasury bill investment services, built 100% on US Treasury bills. It provides digital banking services and a platform for individuals and businesses to invest in…
United States · Financial Services Software
Billd is a B2B SAAS platform that provides construction materials financing solutions. They offer trade credit to contractors and suppliers, allowing them to purchase materials upfront and pay later. Their goal is to…
United States · Financial Services Software
Esusu is the leading financial technology platform that leverages data solutions to empower tenants and improve property performance.
Esusu Financial revenue & fundingPortfolio+ vs Esusu Financial
United States · Financial Services Software
Lending executives choose Amount to achieve a Performance Advantage for high-velocity account origination. With battle-tested lending intelligence baked in, powerful cognitive decisioning for credit, fraud, and…
United States · Financial Services Software
Lending executives choose Amount to achieve a Performance Advantage for high-velocity account origination. With battle-tested lending intelligence baked in, powerful cognitive decisioning for credit, fraud, and…
United States · Financial Services Software
smartTrade Technologies is a leading global provider of multi-asset electronic trading and payments platforms, helping customers achieve business growth through our cost-efficient, technologically advanced secure…
smartTrade Technologies revenue & fundingPortfolio+ vs smartTrade Technologies
United Kingdom · Financial Services Software
TrueLayer is a software company that provides open banking APIs for developers and businesses. Their platform enables businesses to access and use financial data from their customers' bank accounts, allowing them to…
United Kingdom · Financial Services Software
TrueLayer is a software company that provides open banking APIs for developers and businesses. Their platform enables businesses to access and use financial data from their customers' bank accounts, allowing them to…
United Kingdom · Financial Services Software
MarketForce bridges the gap in retail distribution by delivering an end-to-end platform that enables consumer brands to deliver essential goods and digital financial services to retailers and consumers in Africa. We…
United Kingdom · Financial Services Software
MarketForce bridges the gap in retail distribution by delivering an end-to-end platform that enables consumer brands to deliver essential goods and digital financial services to retailers and consumers in Africa. We…
United States · Financial Services Software
PayComplete is the global leader in cash management solutions, combining bleeding edge hardware with game changing software, unifying cash management with other key payments and operational systems. Dedicated to…
United States · Financial Services Software
PayComplete is the global leader in cash management solutions, combining bleeding edge hardware with game changing software, unifying cash management with other key payments and operational systems. Dedicated to…
Portfolio+ ranks #120 of 687 Financial Services Software companies by annual revenue, putting it in the top 17% of the market.
The closest alternatives to Portfolio+ are Navatar, OS33 and SmartDev, all active in Financial Services Software. This page compares each of them with Portfolio+ on revenue, funding, customers and team size.
Navatar is the closest alternative to Portfolio+, generating $27M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 alternatives above before choosing.
Portfolio+ generates $27M in revenue.
Portfolio+ and Navatar both generate $27M in revenue.
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