Portfolio Holding Overview
- Year Founded
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1989
- Status
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Private
- Employees
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411
- Latest Deal Type
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Debt
- Financing Rounds
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16
- Investments
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4
Portfolio Holding General Information
Description
Provider of re-insurance services intended for automotive dealers. The company develops, sells, and administers auto dealer extended warranty programs along with financial products across a full-service including vehicle service contracts, GAP insurance and ancillary plans, enabling clients to get protection with real value, reliable coverage and prompt, professional claims adjudication.
Contact Information
Website
www.portfolioreinsurance.comCorporate Office
- 25541 Commercentre Drive
- Suite 100
- Lake Forest, CA 92630
- United States
Corporate Office
- 25541 Commercentre Drive
- Suite 100
- Lake Forest, CA 92630
- United States
Portfolio Holding Timeline
Portfolio Holding Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Portfolio Holding Comparisons
Industry
Financing
Details
Portfolio Holding Competitors (6)
One of Portfolio Holding’s 6 competitors is Buckeye Risk Services, a Corporation company based in Poland, OH.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Buckeye Risk Services | Corporation | Poland, OH | ||||
| Warrantech | Formerly PE-Backed | Bedford, TX | ||||
| CAAREA | Corporation | Puteaux, France | ||||
| Cornerstone National Insurance | Formerly VC-backed | Columbia, MO | ||||
| UTG | Corporation | Stanford, KY |
Portfolio Holding Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Portfolio Holding Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Portfolio Holding Investments & Acquisitions (4)
Portfolio Holding’s most recent deal was a Early Stage VC with Visibly (Business/Productivity Software) for . The deal was made on 01-Jun-2024.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Visibly (Business/Productivity Software) | 01-Jun-2024 | Early Stage VC | Business/Productivity Software | ||
| National Automotive Experts / NWAN | 01-Jul-2020 | Buyout/LBO | Road | ||
| Diversified Automotive Concepts | 18-Jan-2018 | Merger/Acquisition | Automotive Insurance | ||
| Finance Concepts | 30-Jun-2017 | Buyout/LBO | Education and Training Services (B2B) |
Portfolio Holding Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Finance Concepts | Orangevale, CA | 2005 |
Portfolio Holding FAQs
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When was Portfolio Holding founded?
Portfolio Holding was founded in 1989.
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Where is Portfolio Holding headquartered?
Portfolio Holding is headquartered in Lake Forest, CA.
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What is the size of Portfolio Holding?
Portfolio Holding has 411 total employees.
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What industry is Portfolio Holding in?
Portfolio Holding’s primary industry is Re-Insurance.
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Is Portfolio Holding a private or public company?
Portfolio Holding is a Private company.
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What is Portfolio Holding’s current revenue?
The current revenue for Portfolio Holding is .
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How much funding has Portfolio Holding raised over time?
Portfolio Holding has raised $620M.
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Who are Portfolio Holding’s investors?
Abry Partners has invested in Portfolio Holding.
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Who are Portfolio Holding’s competitors?
Buckeye Risk Services, Warrantech, CAAREA, Cornerstone National Insurance, and UTG are some of the 6 competitors of Portfolio Holding.
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