Potfolio Inc. is a financial technology company that provides a software-as-a-service (SaaS) platform designed to simplify investment management for individuals. The company's core product is an application that aggregates financial data by connecting to a user's various investment accounts, including stock brokerages, crypto exchanges, and other financial institutions. Its mission is to offer a comprehensive and holistic view of a user's net worth, asset allocation, and performance, enabling them to make more informed financial decisions without needing to switch between multiple platforms.

Founded in

United Kingdom