Portfolio Director Overview

  • Founded
  • 1997
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Portfolio Director General Information


Developer of investment management technology products for investors. The company provides customers timely updates and enhancements and unlimited access to client support.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Primary Office
  • 700 Maryville Centre Drive
  • Saint Louis, MO 63141
  • United States
+1 (888) 000-0000
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Portfolio Director Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Portfolio Director Executive Team (3)

Name Title Board Seat Contact Info
Victor Ricker Lead of Software Development
Chuck Kuntz Product Support Supervisor
Mike Sieben Manager
To view Portfolio Director’s complete executive team members history, request access »