iPortfolio iPortfolio.com


Investor Presentation available upon request. Founding team has financial services and tech startup experience. Senior team with working prototype (password protected). The service allows any consumer at an online brokerage (mass affluents) to select a portfolio and have that portfolio replicated into their existing online brokerage account. No need for the consumer to move their assets to a new custodian. Additionally, we have access to all custodians and any consumer can easily move the...Show all

Investor Presentation available upon request. Founding team has financial services and tech startup experience. Senior team with working prototype (password protected). The service allows any consumer at an online brokerage (mass affluents) to s...Show all

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Total Funding Date of Last Funding
iPortfolio $0M May 14, 2019

Web Traffic

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Engagement (PVPU)

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SEO Statistics

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Web Traffic Statistics - Growth

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Patents

Title Application Date Patent Date Status
(Patent / Application)