About Customer Portfolios
Customer Portfolios is a company based in Boston (United States) founded in 2001 by Nick Godfrey and Augie MacCurrach was acquired by Stirista in April 2023.. The company has 20 employees as of December 31, 2022. Customer Portfolios offers products and services including Platform, Portfolio Analysis, Marketing Automation, and Customer Insights. Customer Portfolios operates in a competitive market with competitors including HubSpot, Constant Contact, Adobe, Freshworks and ActiveCampaign, among others.
- Headquarter Boston, United States
- Employees 20 as on 31 Dec, 2022
- Founders Nick Godfrey, Augie MacCurrach
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Customer Portfolios Llc
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Products & Services of Customer Portfolios
Customer Portfolios offers a comprehensive portfolio of products and services, including Platform, Portfolio Analysis, Marketing Automation, and Customer Insights. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Integrates data for customer insights and revenue optimization
Provides strategic insights into customer segments and future value
Executes targeted campaigns via digital channels for engagement
Offers predictive modeling for customer behavior analysis
Funding Insights of Customer Portfolios
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Customer Portfolios
Customer Portfolios has secured backing from 1 investor. Prominent investors backing the company include Stirista. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Multi-channel marketing solution provider
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Customer Portfolios
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Customer Portfolios
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Customer Portfolios Comparisons
Competitors of Customer Portfolios
Customer Portfolios operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as HubSpot, Constant Contact, Adobe, Freshworks and ActiveCampaign, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of AI-powered customer relationship management software
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| domain | founded_year | HQ Location |
Multi-channel online marketing tools are provided for small businesses.
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| domain | founded_year | HQ Location |
AI-powered platform manages marketing creatives and customer journeys.
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| domain | founded_year | HQ Location |
Cloud-based business process management suite solutions are delivered.
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| domain | founded_year | HQ Location |
Sales, CRM, and email marketing automation software is provided.
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| domain | founded_year | HQ Location |
Marketing campaigns are managed via a SaaS platform for professionals.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Customer Portfolios
Frequently Asked Questions about Customer Portfolios
When was Customer Portfolios founded?
Customer Portfolios was founded in 2001.
Where is Customer Portfolios located?
Customer Portfolios is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Customer Portfolios?
Augie MacCurrach is the current CEO of Customer Portfolios. They have also founded this company.
How many employees does Customer Portfolios have?
As of Dec 31, 2022, the latest employee count at Customer Portfolios is 20.
What does Customer Portfolios do?
Founded in 2001 and based in Boston, United States, Customer Portfolios operates in the marketing technology sector. A unified platform is offered to enterprises for collecting and analyzing customer data, enabling segmentation, opportunity analysis, and campaign execution. Insights into KPIs such as purchase behavior, engagement, and trends are delivered. The Marcie platform supports campaign building, measurement, AB testing, and data distribution, serving clients including Dunkin Donuts and Subway.
Who are the top competitors of Customer Portfolios?
Customer Portfolios's top competitors include HubSpot, Constant Contact and Adobe.
What products or services does Customer Portfolios offer?
Customer Portfolios offers Platform, Portfolio Analysis, Marketing Automation, and Customer Insights.
Who are Customer Portfolios's investors?
Customer Portfolios has 1 investor. Key investors include Stirista.