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Portfolio

Finance · Boston, Massachusetts

FinancialFinance
Boston, Massachusetts, United States12 employees$1.8M revenue

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Products & Services

FinancialFinanceFinancial Services

About Portfolio

Portfolio is listed as a company operating in Financial Services, employing 11-20 people, reporting $1M-$5M in annual revenue, classified under Open-End Investment Funds and based in Boston, Massachusetts, United States.

Its primary NAICS classification is 525910 (Open-End Investment Funds). Portfolio is one of 58,473 Financial companies listed in Massachusetts.

Business Contact Information

Phone
+1 (617) 5358000
Address
711 Boylston St, Boston, Massachusetts, 2116, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5259Other Investment Pools and Funds
  • 525910Open-End Investment Funds

SIC Codes

  • 67Holding And Other Investment Offices
  • 672Investment Offices
  • 6722Open-End Investment Funds

Company Details

Employees
12 (11-20)
Annual Revenue
$1.8M ($1M-$5M)

Portfolio: frequently asked questions

What does Portfolio do?

Portfolio is listed as a company operating in Financial Services, employing 11-20 people, reporting $1M-$5M in annual revenue, classified under Open-End Investment Funds and based in Boston, Massachusetts, United States.

Where is Portfolio located?

Portfolio is headquartered at 711 Boylston St, Boston, Massachusetts, 2116, United States.

How many employees does Portfolio have?

Portfolio has about 12 employees (the 11-20 range).

What is Portfolio's annual revenue?

Portfolio's annual revenue is estimated at $1.8M (the $1M-$5M range).

What industry is Portfolio in?

Portfolio is in the Financial / Finance industry, and its primary NAICS code is 525910 (Open-End Investment Funds).

How can I contact Portfolio?

Its phone number is +1 (617) 5358000.

What companies are similar to Portfolio?

Other large financial companies in Massachusetts include Santander, Liberty Mutual Insurance Co, Fmr LLC and Massachusetts Mutual Life Insurance Co.

Largest financial companies in Massachusetts

Largest financial companies

Manufacturing sales in Massachusetts, 2026

In Massachusetts, Factur's 2026 study counted 32 manufacturing quotes worth $961K and 7 purchase orders over 12 months: 22% of quotes became orders, against 21% nationally. See the Massachusetts data.

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