Insights

Strong Industry Focus Portfolio+ specializes in providing mission-critical core banking, lending, and investment management software tailored for Canadian financial institutions such as banks, credit unions, and trust companies. This focus presents opportunities to offer customized solutions that enhance their digital transformation efforts.

Cloud-Based Solutions The company's emphasis on cloud-native banking technology and API-driven platforms indicates a readiness among clients for scalable, modern financial services infrastructure, encouraging sales of cloud integration, data connectivity, and embedded finance solutions.

Recent Product Launches With new product offerings like the Portfolio+ reverse mortgage and a major platform update scheduled for March 2025, there is a clear need for ongoing technological upgrades and service expansions, creating opportunities for consulting, integration, and support services.

Strategic Partnerships Collaborations with organizations like MCAN Mortgage and participation in industry summits demonstrate Portfolio+'s active engagement in expanding market reach and adopting innovative lending channels—ideal for offering complementary fintech integrations and marketing alliances.

Customer-Centric Leadership The appointment of a new COO and committed industry participation signals a focus on operational excellence and customer value, providing a pathway to offer tailored training, managed services, and consulting to support their growth and modernization initiatives.

Portfolio+ Tech Stack

Portfolio+ uses 8 technology products and services including accessiBe, Gradle, CIM Technologies, and more. Explore Portfolio+'s tech stack below.

  • accessiBe
    Accessibility
  • Gradle
    Build Automation
  • CIM Technologies
    Cad & Graphics
  • Cloudflare CDN
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • DocuSign
    Miscellaneous
  • Solaris
    Operating Systems & Computing Languages
  • Java
    Programming Languages

Media & News

Portfolio+'s Email Address Formats

Portfolio+ uses at least 2 format(s):
Portfolio+ Email FormatsExamplePercentage
FirstL@stratinfotech.comJohnD@stratinfotech.com
95%
Last@stratinfotech.comDoe@stratinfotech.com
2%
FLast@stratinfotech.comJDoe@stratinfotech.com
2%
First@stratinfotech.comJohn@stratinfotech.com
1%
First.Last@portfolioplus.comJohn.Doe@portfolioplus.com
100%

Frequently Asked Questions

Where is Portfolio+'s headquarters located?

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Portfolio+'s main headquarters is located at 37 Sandiford Drive Suite 300 Stouffville, Ontario l4a 3z2 Canada. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is Portfolio+'s phone number?

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You can contact Portfolio+'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Portfolio+'s official website and social media links?

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Portfolio+'s official website is portfolioplus.com and has social profiles on LinkedIn.

What is Portfolio+'s NAICS code?

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Portfolio+'s NAICS code is 52 - Finance and Insurance.

How many employees does Portfolio+ have currently?

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As of May 2026, Portfolio+ has approximately 132 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: D. C.Cto: S. L.Chief Technology Officer: A. T.. Explore Portfolio+'s employee directory with LeadIQ.

What industry does Portfolio+ belong to?

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Portfolio+ operates in the Financial Services industry.

What technology does Portfolio+ use?

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Portfolio+'s tech stack includes accessiBeGradleCIM TechnologiesCloudflare CDNGoogle Fonts APIDocuSignSolarisJava.

What is Portfolio+'s email format?

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Portfolio+'s email format typically follows the pattern of FirstL@stratinfotech.com. Find more Portfolio+ email formats with LeadIQ.

When was Portfolio+ founded?

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Portfolio+ was founded in 1988.

Portfolio+

Financial ServicesOntario, Canada51-200 Employees

Portfolio+ is the trusted banking platform behind the day-to-day operations of financial institutions across Canada. We deliver mission-critical core banking, lending, and investment management software that helps banks, credit unions, and trust companies modernize with confidence without compromising stability, compliance, or customer trust. 

Backed by long-term ownership through Vencora and Volaris Group, a division of Constellation Software Inc. (TSX: CSU), we focus on what matters most: continuous product evolution, reliable delivery, and technology that performs where it counts, every day.

Specializing in cloud-based banking technology, we enable seamless integration, data connectivity, and financial service innovation. Our composable platform supports Banking-as-a-Service, embedded finance, and API-driven banking models, empowering banks and financial institutions to evolve.

With deep industry expertise, we provide training, consulting, and managed services to help financial institutions navigate a rapidly changing digital landscape.

Section iconCompany Overview

Headquarters
37 Sandiford Drive Suite 300 Stouffville, Ontario l4a 3z2 Canada
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Portfolio+'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Portfolio+'s revenue is estimated to be in the range of $25M$50M

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