1. Lecto
Japan · Financial Services Software
Lecto provides Saas solutions to eliminate the tedious practices behind financial services
- Revenue
- $287K
- Funding
- $919.4K
- Team size
- 5
PortfolioQuest Alternatives & Competitors
The closest alternatives to PortfolioQuest are Lecto, Advanced Financial Advisory and Systems and Advanced Financial Advisory and Systems. PortfolioQuest generates $296.4K in revenue with 4 employees. Every one of the 20 alternatives below is compared with PortfolioQuest on revenue, funding, customers, team size and founding year.
PortfolioQuest at a glance
- Revenue
- $296.4K
- Team size
- 4
- Founded
- 2015
PortfolioQuest vs its top alternatives
PortfolioQuest is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  PortfolioQuestThis company | Lecto |  Advanced Financial Advisory and Systems | Advanced Financial Advisory and Systems |  kwiper | kwiper |  2Shakes | 2Shakes |  CCO Frameworks |  Epiphyte |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $296.4K | $287K | $286.9K | $286.9K | $315.6K | $315.6K | $317.8K | $317.8K | $273.2K | $267.2K |
| Funding raised | Not disclosed | $919.4K | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | $20.3K |
| Team size | 4 | 5 | 11 | 11 | 10 | 10 | 3 | 3 | 2 | 2 |
| Founded | 2015 | 2021 | 2002 | 2002 | 2020 | 2020 | 2016 | 2016 | 2016 | 2013 |
| HQ | Paris, France | Japan | Japan | Japan | France | France | New Zealand | New Zealand | Australia | United States |
Top Financial Services Software companies similar to PortfolioQuest
2. Advanced Financial Advisory and Systems
Japan · Financial Services Software
Developer of risk management software. The company offers software that manages cash, foreign exchange trading, commodity derivatives and financial risk management to banks and financial institutions.
Advanced Financial Advisory and Systems revenue & fundingPortfolioQuest vs Advanced Financial Advisory and Systems
- Revenue
- $286.9K
- Team size
- 11
3. Advanced Financial Advisory and Systems
Japan · Financial Services Software
Developer of risk management software. The company offers software that manages cash, foreign exchange trading, commodity derivatives and financial risk management to banks and financial institutions.
Advanced Financial Advisory and Systems revenue & fundingPortfolioQuest vs Advanced Financial Advisory and Systems
- Revenue
- $286.9K
- Team size
- 11
4. kwiper
France · Financial Services Software
Saas, Fintech, Digital wealth management consulting solution
- Revenue
- $315.6K
- Team size
- 10
5. kwiper
France · Financial Services Software
Saas, Fintech, Digital wealth management consulting solution
- Revenue
- $315.6K
- Team size
- 10
6. 2Shakes
New Zealand · Financial Services Software
Provider of a cloud-based client on-boarding service for practices ranging from bookkeepers, accountants, tax agents and financial advisers. The company's software provides effortless onboarding and AML customer due…
- Revenue
- $317.8K
- Team size
- 3
7. 2Shakes
New Zealand · Financial Services Software
Provider of a cloud-based client on-boarding service for practices ranging from bookkeepers, accountants, tax agents and financial advisers. The company's software provides effortless onboarding and AML customer due…
- Revenue
- $317.8K
- Team size
- 3
8. CCO Frameworks
Australia · Financial Services Software
CCO Frameworks provides an eGRC technology platform for governance, risk management and compliance.
CCO Frameworks revenue & fundingPortfolioQuest vs CCO Frameworks
- Revenue
- $273.2K
- Team size
- 2
9. Epiphyte
United States · Financial Services Software
Epiphyte develops enterprise software allowing banks and other financial institutions to securely integrate.
- Revenue
- $267.2K
- Funding
- $20.3K
- Team size
- 2
10. Epiphyte
United States · Financial Services Software
Epiphyte develops enterprise software allowing banks and other financial institutions to securely integrate.
- Revenue
- $267.2K
- Funding
- $20.3K
- Team size
- 2
11. Alpha Vantage
United States · Financial Services Software
Developer of a financial market data & analytics platform designed to democratize access to financial market data for the next generation of financial market participants. The company's platform offers accessible APIs…
Alpha Vantage revenue & fundingPortfolioQuest vs Alpha Vantage
- Revenue
- $265.2K
- Team size
- 2
12. Alpha Vantage
United States · Financial Services Software
Developer of a financial market data & analytics platform designed to democratize access to financial market data for the next generation of financial market participants. The company's platform offers accessible APIs…
Alpha Vantage revenue & fundingPortfolioQuest vs Alpha Vantage
- Revenue
- $265.2K
- Team size
- 2
- Revenue
- $330K
- Team size
- 3
14. Check-it -
Spain · Financial Services Software
Check-it is an online reconciliation tool for accountants and financial managers based on an account aggregator. It automatically downloads banking information, reconciles bank statements and exports the data to any…
- Revenue
- $330K
- Team size
- 3
15. Checkflo
Canada · Financial Services Software
Checkflo, a division of Payflo Inc, is a cloud-based platform and fulfillment center that offers on-demand check and document printing and disbursement services to businesses of all sizes in the United States and…
- Revenue
- $330K
- Team size
- 3
16. CompliFast
Australia · Financial Services Software
NCCP Compliance Made Simple QED CompliFast is the only on-line compliance tool specifically designed for brokers, that covers all of a Licensee’s obligations under the NCCP Act, not just Responsible Lending. QED…
- Revenue
- $330K
- Team size
- 3
17. Fortitudo Technologies
United States · Financial Services Software
We believe that the best long-term outcomes come from an accurate understanding of reality. This principle is at the core of everything we do. Hence, our solutions enable you to skillfully navigate investment markets by…
Fortitudo Technologies revenue & fundingPortfolioQuest vs Fortitudo Technologies
- Revenue
- $330K
- Team size
- 3
18. Adviser CRM
New Zealand · Financial Services Software
Adviser CRM is packed full of features to help you to build a better business. We are an independent CRM Provider and are not owned by, or exclusive to any financial services group. Adviser CRM is fully customisable and…
- Revenue
- $330K
- Team size
- 3
19. Raytio
New Zealand · Financial Services Software
All-in-one, seamless online identity proofing solution for verification of entities for AML / CFT & CDD compliance. The data is encrypted, end-to-end, to ensure your privacy and security and only shared with your…
- Revenue
- $330K
- Team size
- 3
20. PRESTTI
Colombia · Financial Services Software
Somos una Fintech con sedes en Medellín, Colombia y California, Estados Unidos ¿Qué hacemos? Contamos con un software de enrolamiento digital de clientes, core de administración de crédito y cobranza. Lo alquilamos…
- Revenue
- $330K
- Team size
- 3
PortfolioQuest vs the Financial Services Software market
PortfolioQuest ranks #612 of 687 Financial Services Software companies by annual revenue, putting it in the top 89% of the market.
- Companies tracked
- 687
- Median revenue
- $4M
- Median funding
- $20M
- Median team size
- 35
PortfolioQuest competitors FAQ
What companies are similar to PortfolioQuest?
The closest alternatives to PortfolioQuest are Lecto, Advanced Financial Advisory and Systems and Advanced Financial Advisory and Systems, all active in Financial Services Software. This page compares each of them with PortfolioQuest on revenue, funding, customers and team size.
What is the best alternative to PortfolioQuest?
Lecto is the closest alternative to PortfolioQuest, generating $287K in revenue. Which alternative fits best depends on budget and company size, so compare all 20 alternatives above before choosing.
How much revenue does PortfolioQuest generate?
PortfolioQuest generates $296.4K in revenue.
Is PortfolioQuest bigger than Lecto?
Yes. PortfolioQuest generates $296.4K in revenue versus $287K at Lecto.
