Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
6
self-reported 2–10 band
Founded
2015
11 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder. Our faster and more flexible advice management tools simplify laborious tasks, allowing advisors to focus on providing actionable advice to their clients.
As a creative and independent company, we provide an integrated approach that brings together a range of experts, tools, and services, revolutionising the way you work. Our intelligent automation, rebalance technology, portfolio presentation, and automated workflow solutions optimise portfolios at speed while ensuring compliance and maximising efficiency.
With PortfolioCloud, you get a central investment dashboard that brings every program and process together as one. Whether you use models or personalised portfolios, advised or discretionary, our solutions are designed to adapt and grow with your firm.
Join us and experience the difference that smarter investment technology solutions can make. Request a demo today.
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU274 Coventry St; South Melbourne, Victoria 3205Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at PortfolioCloud?
6 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does PortfolioCloud have offices?
One address on record, Australia only. Primary: 274 Coventry St, South Melbourne, Victoria 3205.
Has PortfolioCloud raised funding?
None linked to this brand.
Which companies are listed alongside PortfolioCloud?
Three peer profiles on record: homeroom and Financial Advice Online.