
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.
- Headquarters Chicago, United States
- Founders Marco Salerno
- SectorsFinancial Services
- Website category Finance · Investing
- Website portfolio123.com
- Social LinkedIn X Facebook YouTube
Apps and channels of Portfolio123
its YouTube channel Portfolio123 has 627 subscribers and 30 videos.
Videos from Portfolio123
The most watched videos on Portfolio123's YouTube channel, Portfolio123 (627 subscribers). Click a video to play it here.
More on Portfolio123.
People of Portfolio123
7 people are tracked at Portfolio123 (2 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Marco Salerno | Founder, CEO | Leadership |
Hem Upadhyaya | Head of Special Projects | Leadership |
Marius Valeanu | Software Engineer | Team |
Aaron Schiff | Software Engineer | Team |
Muhammad Hadir | Software Engineer | Team |
Kurtis Hemmerling | Customer Service Specialist | Team |
Portfolio O. | Marketing | Team |
Complete people profiles for Portfolio123
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- Team structure
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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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| etoro.com | 2007 | Tel Aviv, Israel | $422.94M | – | Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | |
| commonstock.com | 2001 | San Francisco, United States | $36.5M | – | Platform to invest in stock market in a group | |
| covestor.com | 2005 | London, United Kingdom | $28.11M | 10 | Social trading platform for stocks | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| dubapp.com | 2021 | New York, United States | $45M | – | Online platform for portfolio management | |
| follow.co | 2021 | San Francisco, United States | $9M | – | Platform for financial influencers to share their investment commentary directly with their followers and fans | |
| instavest.com | 2014 | San Francisco, United States | $1.82M | – | A collaborative network for investing. | |
| covey.io | 2020 | New York, United States | $2.5M | – | An investment community is operated for market-beating insights. | |
| rainplatforms.com | 2018 | Austin, United States | $2.01M | – | Automated social investing and trading platform is provided for users. | |
| wizest.com | 2019 | Cleveland, United States | $1.7M | – | Online copy trading platform for the financial market |
Detailed competitors of Portfolio123
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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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 visits96.1K
- Unique visitors14.4K
per month
- Global rank#223,100
among all websites
- Category rank#2,400
Finance · Investing
- Bounce rate30%
- Pages per visit14.1
- Average visit9 min 23 sec
- DevicesDesktop 47% Β· Mobile 53%
Websites whose visitors overlap most with Portfolio123. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| barrhibb.com | 100% | – | – | View details | |
| rimes.com | 97% | 10.2K | #2,163,328 | View details | |
| qsg.com | 86% | – | – | View details | |
| macroaxis.com | 79% | 100.2K | #392,076 | View details | |
| quantconnect.com | 76% | 499.3K | #79,069 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 6 similar websites and full traffic analytics for Portfolio123
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- 6 similar websites
- Audience overlap
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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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Portfolio123
Complete news archive for Portfolio123
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- Older coverage
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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.
