Portfolio123

Chicago, United States Founded: 2001 • Age: 25 yrs
Serves as a platform for designing, testing, and sharing investment portfolios.

About Portfolio123

Portfolio123 is a Financial Services company based in Chicago (United States) founded in 2001 by Marco Salerno. It serves as a platform for designing, testing, and sharing investment portfolios. It operates on a B2C model. Its chief executive is Marco Salerno. Its website portfolio123.com draws about 96 thousand monthly visits. Its focus areas include Finance, FinTech, Portfolio Management and Online Tools. Its competitors include eToro, CommonStock, Covestor, Finary and dub and 5 more; 10 of its 10 listed competitors have raised funding.

Company details

Portfolio123, based in Chicago, focuses on finance, innovating financial technology, managing investment portfolios, and online tools. Serves as a platform for designing, testing, and sharing investment portfolios. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.

Operational Areas

Apps and channels of Portfolio123

its YouTube channel Portfolio123 has 627 subscribers and 30 videos.

Portfolio123
YouTube 627 subscribers 30 videos Science & Technology
Open channel

Videos from Portfolio123

The most watched videos on Portfolio123's YouTube channel, Portfolio123 (627 subscribers). Click a video to play it here.

Getting Started with Portfolio123: Stock Screening, Backtesting, and Strategy Design
3K views
How to Use Stock Ranking with Portfolio123
1.7K views
How to Screen Stocks with Portfolio123 (Step-by-Step Guide)
1.4K views
Interview with Ryan Telford and his GUTS Small-Cap Strategy (US + Canada)
1.2K views

More on Portfolio123.

People of Portfolio123

7 people are tracked at Portfolio123 (2 in leadership, 5 in team).

NameRoleGroup
Marco Salerno
Founder, CEOLeadership
Hem Upadhyaya
Head of Special ProjectsLeadership
Marius Valeanu
Software EngineerTeam
Aaron Schiff
Software EngineerTeam
Muhammad Hadir
Software EngineerTeam
Kurtis Hemmerling
Customer Service SpecialistTeam
Portfolio O.
MarketingTeam
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Complete people profiles for Portfolio123

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Competitors of Portfolio123

Portfolio123 has 10 listed competitors in our database, 10 of them funded. They include eToro, CommonStock, Covestor, Finary and dub, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
etoro.com2007Tel Aviv, Israel$422.94M–
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
commonstock.com2001San Francisco, United States$36.5M–
Platform to invest in stock market in a group
covestor.com2005London, United Kingdom$28.11M10
Social trading platform for stocks
finary.io2020San Francisco, United States$3.33M6
Social trading platform for on stock market assets
dubapp.com2021New York, United States$45M–
Online platform for portfolio management
follow.co2021San Francisco, United States$9M–
Platform for financial influencers to share their investment commentary directly with their followers and fans
instavest.com2014San Francisco, United States$1.82M–
A collaborative network for investing.
covey.io2020New York, United States$2.5M–
An investment community is operated for market-beating insights.
rainplatforms.com2018Austin, United States$2.01M–
Automated social investing and trading platform is provided for users.
wizest.com2019Cleveland, United States$1.7M–
Online copy trading platform for the financial market
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Detailed competitors of Portfolio123

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Web traffic of Portfolio123

The website of Portfolio123 (portfolio123.com) receives about 96.1K visits a month and ranks #223,100 among all websites worldwide, #2,400 in Investing.

  • Monthly visits
    96.1K
  • Unique visitors
    14.4K

    per month

  • Global rank
    #223,100

    among all websites

  • Category rank
    #2,400

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Portfolio123. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
barrhibb.com
100%
––View details
rimes.com
97%
10.2K#2,163,328View details
qsg.com
86%
––View details
macroaxis.com
79%
100.2K#392,076View details
quantconnect.com
76%
499.3K#79,069View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Top companies in Asset Management

10 companies that operate in the same segment as Portfolio123 (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Digital entertainment, e-commerce, and financial services are provided globally.
2006Singapore, Singapore, SingaporeUSD 721.47 MUSD 22.94 B3,733
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
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Related news about Portfolio123

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Frequently Asked Questions about Portfolio123

Portfolio123 was founded in 2001.

Portfolio123 is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

Marco Salerno is the current CEO of Portfolio123. They have also founded this company.

Portfolio123, based in Chicago, focuses on finance, innovating financial technology, managing investment portfolios, and online tools. Serves as a platform for designing, testing, and sharing investment portfolios. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.

Portfolio123's top competitors include eToro, dub and CommonStock.

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