NOTE: This data is refreshed every 3 months. For faster refreshes talk to our Sales Team about the HG Platform!

The Portfolio Genius

The Portfolio Genius is a portfolio accounting and management software designed for financial institutions. It enables users to manage, account and report on portfolio investment and liability holdings, process purchases, sales, principal redemptions, and initiate interest payments for a range of investment securities, and view data at any stage of processin... show more

COMPANIES WE TRACK USING The Portfolio Genius
69
+77.78%
12 MONTHS CHANGE
Create a Target Segment

Companies Currently Using The Portfolio Genius

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Harvard Business School hbs.edu Soldiers Field Boston MA 02163 US Education Colleges & Universities From 1,000 to 4,999 From $500,000,000 to $999,999,999 (617) 495-6128 10 months ago
Synovus synovus.com 1111 Bay Ave Ste 500 Columbus GA 31901-5269 US Finance Banking From 1,000 to 4,999 Over $1,000,000,000 (706) 644-2738 a year ago
SunTrust Banks truist.com 214 N Tryon St Charlotte NC 28202-1078 US Finance Banking Above 10,000 Over $1,000,000,000 (336) 733-2000 a year ago
Harvard University harvard.edu Massachusetts Hall Cambridge MA 02138 US Education Colleges & Universities Above 10,000 Over $1,000,000,000 (617) 495-1000 a year ago
Phaxis LLC phaxis.com 212 W 35th St, Fl 4 New York NY 10001-2508 US Business Services Human Resources & Staffing Unknown From $10,000,000 to $49,999,999 (212) 216-0007 a year ago
Truist Financial Corp. ir.truist.com - - - - - Unclassified Establishments Nonclassifiable Establishments Unknown Unknown - a year ago

Personalize. Target. Analyze.

Discover companies using The Portfolio Genius by locations, employees, revenue, industries, and more. Compare your target to your CRM or marketing platform. Create campaigns & analyze your results.

Contact Us to view all 69 companies