About Portfolio Solutions Group
Portfolio Solutions Group is a Business Services company based in Chicago (United States) founded in 2002, and was acquired by Cresa in April 2019. Accounting and financial services are provided to clients nationwide. Its focus areas include Financial Services and Finance & Accounting Services.
Company details
Portfolio Solutions Group was established in 2002 in Chicago, United States, within the financial services sector. Accounting and financial advisory services are offered, including bookkeeping, tax preparation, and investment management. Operations are centered in the Midwest region, with a focus on small to medium-sized businesses and individuals. The firms domain, askpsg.com, supports client inquiries and resource access. Services are tailored to regulatory compliance and financial planning needs.
- Headquarters Chicago, United States
- Stage Acquired
- SectorsBusiness Services
- Website askpsg.com
- Social LinkedIn X
- Acquired by Cresa (Apr 2019)
Investors in Portfolio Solutions Group
Portfolio Solutions Group has secured backing from 1 investor. Prominent investors backing the company include Cresa.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Occupier-centric commercial real estate services firm | 1993 | cresa.com |
Investor details for Portfolio Solutions Group
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- Complete investor list
- Round participation
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Timeline of Portfolio Solutions Group
2 dated milestones of Portfolio Solutions Group across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Portfolio Solutions Group is founded.
- Exit Acquired by Cresa.
Web traffic of Portfolio Solutions Group
Websites that share an audience with Portfolio Solutions Group (askpsg.com).
Websites whose visitors overlap most with Portfolio Solutions Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
crslease.com | crslease.com | 100% | – | ||
ctsaudits.com | ctsaudits.com | 99% | #8,353,475 | – | |
rentaudit.com | rentaudit.com | 98% | – | ||
leaseholdsolutions.com | leaseholdsolutions.com | 96% | – | ||
therbjgroup.com | therbjgroup.com | 61% | – |
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Portfolio Solutions Group (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about Portfolio Solutions Group
Portfolio Solutions Group was founded in 2002.
Portfolio Solutions Group is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Portfolio Solutions Group was established in 2002 in Chicago, United States, within the financial services sector. Accounting and financial advisory services are offered, including bookkeeping, tax preparation, and investment management. Operations are centered in the Midwest region, with a focus on small to medium-sized businesses and individuals. The firms domain, askpsg.com, supports client inquiries and resource access. Services are tailored to regulatory compliance and financial planning needs.
Portfolio Solutions Group has 1 investor. Key investors include Cresa.
Yes. Portfolio Solutions Group was acquired by Cresa in April 2019.