About Portfolio Monkey
Portfolio Monkey was a Real Estate & Construction company based in San Francisco (United States) founded in 2008 by David Chen and Jay Liao. It provides tools for self-directed investors to manage and optimize their portfolios. It operates on a B2C model. The company is recorded as dissolved. Its focus areas include Finance, Investment, Investor Tools and Self-Directed Platforms. Its competitors include Atom Finance, Koyfin, Tickeron, ChartIQ and Black Box Stocks and 4 more; 8 of its 9 listed competitors have raised funding.
Company details
Portfolio Monkey provides tools for self-directed investors to manage and optimize their portfolios through finance, managing investments, investor tools, and self-directed platforms. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters San Francisco, United States
- Founders David Chen, Jay Liao
- SectorsReal Estate & Construction
- Website portfoliomonkey.com
- Social X Facebook
People of Portfolio Monkey
2 people are tracked at Portfolio Monkey (2 in leadership).
| Name | Role | Group |
|---|---|---|
David Chen | Co-Founder | Leadership |
Jay Liao | Co-Founder | Leadership |
Complete people profiles for Portfolio Monkey
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Competitors of Portfolio Monkey
Portfolio Monkey has 9 listed competitors in our database, 8 of them funded. They include Atom Finance, Koyfin, Tickeron, ChartIQ and Black Box Stocks, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| atom.finance | 2018 | Brooklyn, United States | $40.5M | – | Investment research is facilitated through an online platform for investors. | |
| koyfin.com | 2015 | New York, United States | $6.67M | – | Investment tools and charts are provided for RIAs and HNIs. | |
| tickeron.com | 2011 | Virginia, United States | $10M | – | Financial information and portfolio management are provided by Tickeron. | |
| chartiq.com | 2012 | Charlottesville, United States | $21.4M | – | Financial charting tools and platforms are provided for capital markets. | |
| blackboxstocks.com | 2011 | Dallas, United States | – | 14 | Algorithmic trading tips are delivered via a specialized platform. | |
| etf.com | 2001 | San Francisco, United States | $5.47M | – | Information on exchange-traded funds is delivered online and via conferences. | |
| numer.ai | 2015 | San Francisco, United States | $12.8M | 6 | AI-run, crowd-sourced hedge fund platform for capital allocation is provided. | |
| powerlytics.com | 2011 | Philadelphia, United States | $14.76M | 12 | Marketing intelligence platform | |
| hvst.com | 2012 | Chicago, United States | $8.27M | 17 | Investor expertise and information are shared via a network platform. |
Detailed competitors of Portfolio Monkey
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Portfolio Monkey
Websites that share an audience with Portfolio Monkey (portfoliomonkey.com).
Websites whose visitors overlap most with Portfolio Monkey. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| macroaxis.com | 100% | 100.2K | #392,076 | View details | |
| covestor.com | 75% | – | – | View details |
Top companies in Real Estate Financing & Investment Platforms
10 companies that operate in the same segment as Portfolio Monkey (Real Estate Financing & Investment Platforms), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Early-stage startup ecosystem is supported by Venture Catalysts in India. | 2015 | Mumbai, Maharashtra, India | – | USD 3.32 M | – | |
An online platform focused on mutual fund investments for users. | 2018 | Mumbai, Maharashtra, India | – | USD 11.33 M | 422 | |
Yadnya functions as an online investment management platform. | 2016 | Pune, Maharashtra, India | – | USD 500.09 K | 12 | |
A platform for buying and selling unlisted shares securely. | 2019 | Delhi, Delhi, India | – | USD 14.84 M | 19 | |
Operates a digital hub for alternative investments in various projects. | – | Chennai, Tamil Nadu, India | – | – | 1,121 | |
Crowdfunded real estate investment community | 2021 | Columbus, Ohio, United States | USD 2.74 M | – | – | |
Operates a digital hub for investing in mutual funds and managing portfolios. | 2016 | Mumbai, Maharashtra, India | USD 17.36 K | USD 5 K | – | |
Operates an online platform for real estate investments targeted at investors. | 2019 | Hyderabad, Telangana, India | – | USD 72.14 K | – | |
Operates a digital marketplace for vehicle loans and financing. | 2017 | Bengaluru, Karnataka, India | USD 547.17 K | USD 91.72 K | – | |
Platform for fractional investment in commercial properties and earning rental yields. | 2019 | Mumbai, Maharashtra, India | – | USD 60.12 | 1 |
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Frequently Asked Questions about Portfolio Monkey
Portfolio Monkey was founded in 2008.
Portfolio Monkey is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Portfolio Monkey provides tools for self-directed investors to manage and optimize their portfolios through finance, managing investments, investor tools, and self-directed platforms. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Portfolio Monkey's top competitors include Atom Finance, Black Box Stocks and Numerai.