Customer Portfolios

Boston, United States Founded: 2001 • Age: 25 yrs Acquired By Stirista
Multichannel marketing platform is provided for enterprises.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 20 Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 11 Brand Intelligence

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
  • Sectors
    Technology
  • 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
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    20

    as on Dec 31, 2022

  • Acquired by
    Stirista

    (Apr 26, 2023)

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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.

Product name locked
Category locked
Primary

Integrates data for customer insights and revenue optimization

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Provides strategic insights into customer segments and future value

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Executes targeted campaigns via digital channels for engagement

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Offers predictive modeling for customer behavior analysis

Funding Insights of Customer Portfolios

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Detailed funding history for Customer Portfolios

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
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  • Valuation history

Verified entity values are shown only after access is granted.

Investors in Customer Portfolios

Customer Portfolios has secured backing from 1 investor. Prominent investors backing the company include Stirista.

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Investor Description Founded Year Domain Location
Multi-channel marketing solution provider
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Investor details for Customer Portfolios

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  • Investor domains
  • Investor locations
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Investments & Acquisitions by Customer Portfolios

Investments
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Investment portfolio details for Customer Portfolios

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Customer Portfolios

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Detailed financials for Customer Portfolios

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  • Profit trends
  • Statement rows
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Customer Portfolios Comparisons

Customer Portfolios Primary company
Description
Multichannel marketing platform is provided for enterprises.
Location
Boston, United States
Founded Year
2001
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
20
As of 2022
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Peer comparison for Customer Portfolios

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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Provider of AI-powered customer relationship management software
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Multi-channel online marketing tools are provided for small businesses.
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AI-powered platform manages marketing creatives and customer journeys.
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Cloud-based business process management suite solutions are delivered.
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Sales, CRM, and email marketing automation software is provided.
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Marketing campaigns are managed via a SaaS platform for professionals.
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Detailed competitors of Customer Portfolios

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  • Domains and locations
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  • Competitive positioning

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Latest news on Customer Portfolios

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Complete news archive for Customer Portfolios

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  • Source and publication date
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Frequently Asked Questions about Customer Portfolios

Customer Portfolios was founded in 2001.

Customer Portfolios is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

Augie MacCurrach is the current CEO of Customer Portfolios. They have also founded this company.

As of Dec 31, 2022, the latest employee count at Customer Portfolios is 20.

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.

Customer Portfolios's top competitors include HubSpot, Constant Contact and Adobe.

Customer Portfolios offers Platform, Portfolio Analysis, Marketing Automation, and Customer Insights.

Customer Portfolios has 1 investor. Key investors include Stirista.

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