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PORTFOLIO AID INC.

Business & Finance Registered 04 June 2001
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General Information

Official company information

Registry ID
1480010
Company Age
23 years
Registration Date
Registered Address
2 St Clair Ave W suite 605, Toronto, ON M4V 1L5
Business Number (BN)
872790415
City
TORONTO
Status Notes
2001-06-04
Email
N/A
Phone
+14164799710
Website
www.portfolioaid.com/

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About PORTFOLIO AID INC.

Company profile and description

PortfolioAid is a provider of intelligent compliance solutions with a mission of improving integrity and efficiency in the investment industry through consulting services and ground-breaking software. Headquartered in Toronto and founded in 2001 in the research department of a prominent Canadian investment management firm, Portfolio Aid Inc spun out as an independent company in 2008 and remains 100% Canadian owned. The company leverages its background in quantitative excellence and deep understanding of the North American financial services industry to provide innovative solutions that make a difference. PortfolioAid is Canada's market leading provider of compliance management software for wealth professionals. Considered a hybrid of RegTech and WealthTech.

Category

Business category and classification details

Primary Category
Business & Finance
Description
Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.

Additional Information

Detailed company information and status

Version
1762886918121455658
Hierarchy
parent
Entity Type
ONTARIO BUSINESS CORP.
Display Date
2001-06-04
Jurisdiction
ON
Business Number
872790415
MRAS Entity Type
BCA

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