About Portola Partners
Portola Partners is a company based in Menlo Park (United States) founded in 2020 by Steve Rehmus, Susan Foster, Jeffrey Lin, Cathy Pitts, and Justin Mandly was acquired by CI Financial in September 2021. The company has 28 employees as of December 31, 2021. Portola Partners offers products and services including Wealth Planning, Investment Management, Tax Services, and Trust Services. Portola Partners operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Menlo Park, United States
- Employees 28 as on 31 Dec, 2021
- Founders Steve Rehmus, Susan Foster, Jeffrey Lin, Cathy Pitts, Justin Mandly
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Corient Private Wealth Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
28
as on Dec 31, 2021
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Acquired by
CI Financial
(Sep 15, 2021)
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Products & Services of Portola Partners
Portola Partners offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Services, and Trust Services.
Provides strategies for personal wealth management and growth.
Manages client assets to meet financial objectives.
Offers tax planning and compliance for individuals.
Handles trust administration and estate planning.
Funding Insights of Portola Partners
Detailed funding history for Portola Partners
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Investors in Portola Partners
Portola Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and asset management advisory services are provided.
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Investor details for Portola Partners
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Investments & Acquisitions by Portola Partners
Investment portfolio details for Portola Partners
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Financial Statements - Portola Partners
Detailed financials for Portola Partners
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Portola Partners Comparisons
Peer comparison for Portola Partners
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Competitors of Portola Partners
Portola Partners 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 Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Portola Partners
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Latest news on Portola Partners
Complete news archive for Portola Partners
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Frequently Asked Questions about Portola Partners
Portola Partners was founded in 2020.
Portola Partners is headquartered in Menlo Park, United States. It is registered at Menlo Park, California, United States.
As of Dec 31, 2021, the latest employee count at Portola Partners is 28.
Portola Partners was established in 2020 in Menlo Park, United States, within the financial services sector. Investment management and advisory services are offered, focusing on client financial planning and strategy development. Operations are centered in the U.S., with a team co-founded by Steve Rehmus, Susan Foster, Jeffrey Lin, Cathy Pitts, and Justin Mandly. Guidance is provided on investments and related financial matters through established advisory practices.
Portola Partners's top competitors include Fidelity Investments, Investec and S&P Global.
Portola Partners offers Wealth Planning, Investment Management, Tax Services, and Trust Services.
Portola Partners has 1 investor. Key investors include CI Financial.