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
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Net Profit
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EBITDA
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Latest Funding Round
- 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Portola Partners
Portola Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and asset management advisory services are provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Portola Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Portola Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Portola Partners Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Portola Partners
When was Portola Partners founded?
Portola Partners was founded in 2020.
Where is Portola Partners located?
Portola Partners is headquartered in Menlo Park, United States. It is registered at Menlo Park, California, United States.
How many employees does Portola Partners have?
As of Dec 31, 2021, the latest employee count at Portola Partners is 28.
What does Portola Partners do?
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.
Who are the top competitors of Portola Partners?
Portola Partners's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Portola Partners offer?
Portola Partners offers Wealth Planning, Investment Management, Tax Services, and Trust Services.
Who are Portola Partners's investors?
Portola Partners has 1 investor. Key investors include CI Financial.