Portfolio Management Consultants Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Portfolio Management Consultants General Information

Description

Provider of managed accounts and investment guidance services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Denver, CO
  • United States
Primary Industry
Other Financial Services
Acquirer
Envestnet
Corporate Office
  • Denver, CO
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Portfolio Management Consultants Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Portfolio Management Consultants‘s full profile, request access.

Request a free trial

Portfolio Management Consultants FAQs

  • When was Portfolio Management Consultants founded?

    Portfolio Management Consultants was founded in 1986.

  • Where is Portfolio Management Consultants headquartered?

    Portfolio Management Consultants is headquartered in Denver, CO.

  • What industry is Portfolio Management Consultants in?

    Portfolio Management Consultants’s primary industry is Other Financial Services.

  • Is Portfolio Management Consultants a private or public company?

    Portfolio Management Consultants is a Private company.

  • What is Portfolio Management Consultants’s current revenue?

    The current revenue for Portfolio Management Consultants is .

  • When was Portfolio Management Consultants acquired?

    Portfolio Management Consultants was acquired on 01-Jan-2001.

  • Who acquired Portfolio Management Consultants?

    Portfolio Management Consultants was acquired by Envestnet.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »