Search company, investor...
PortfolioAid company logo


Founded Year


Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

+90 points in the past 30 days

About PortfolioAid

PortfolioAid provides compliance management software for wealth professionals. Its products include PortfolioAid360 and Insight360. The company was founded in 2001 and is based in Toronto, Canada.

Headquarters Location

2 St. Clair Avenue West Suite 605

Toronto, Ontario, M4V 1L5,


Missing: PortfolioAid's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: PortfolioAid's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Latest PortfolioAid News

Worldsource Securities Inc. and Portfolio Aid Inc. Announce Portfolio-Level Suitability

May 30, 2023

MARKHAM, Ontario--(BUSINESS WIRE)--Worldsource Securities Inc. and Portfolio Aid Inc. announce launch of PortfolioAid "Prime" suitability module for WSI's managed account platforms.

PortfolioAid Frequently Asked Questions (FAQ)

  • When was PortfolioAid founded?

    PortfolioAid was founded in 2001.

  • Where is PortfolioAid's headquarters?

    PortfolioAid's headquarters is located at 2 St. Clair Avenue West, Toronto.

  • Who are PortfolioAid's competitors?

    Competitors of PortfolioAid include Four Eyes Financial.

Compare PortfolioAid to Competitors

Four Eyes Financial Logo
Four Eyes Financial

Four Eyes Financial provides surveillance and suitability software for compliance teams, with advisor tools to deepen relationships and be more proactive with their advice.

b-next Logo

b-next provides Capital Marks Surveillance and Compliance (CMC) Software. The company's tool for capital markets surveillance protects its customers from the threat of market abuse.

SteelEye Logo

SteelEye simplifies trade and communications oversight and regulatory reporting. By integrating and connecting large volumes of data from multiple sources on a single platform, SteelEye enables firms to meet regulatory obligations more efficiently and accurately than any other solution. With SteelEye, firms gain full visibility and control of their trading and compliance operations, with analytics that provides timely insights on risks and opportunities. It serves clients in the financial sector. The firm was founded in 2017 and is based in London, England.

Lucinity Logo

Lucinity helps financial services surveillance teams shed light on money laundering with a surveillance cloud solution that uses augmented intelligence to reduce process waste and improve regulatory compliance. The company was founded in 2018 and is based in Reykjavik, Iceland.


Good Governance Group (G3) provides business intelligence and cybersecurity. The company provides advice and conducts investigations to protect client interests. It was founded in 2004 and is based in London, United Kingdom.

NICE Actimize Logo
NICE Actimize

NICE Actimize provides financial crime, risk, and compliance solutions. It identifies mission-critical events, initiates an immediate response, and triggers appropriate business decisions. The company serves financial institutions, telecom service providers, retailers, airlines, security agencies, and other enterprises. It was formerly known as Actimize. It was founded in 1999 and is based in Hoboken, New Jersey. In July 2007, NICE Actimize was acquired by NICE Systems.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.