American Portfolios Financial Services

American Portfolios is a privately-held, independent broker/dealer that provides comprehensive financial and advisory services to financial advisors nationwide. The firm focuses on recognizing the capital interests of all stakeholders, aiming to foster sustainable growth and long-term value. Its offerings include lending services, support for initial public offerings, transition assistance, and market commentary, all designed to enhance the capabilities of financial advisors and support their clients' diverse needs. By prioritizing the well-being of its stakeholders, American Portfolios seeks to create a positive impact in the financial services industry.

Atindra Barua

Executive Vice President of Technology Strategy and Board Member

Tom Wirtshafter

Senior Vice President and Board Member

1 past transactions

TrustFort

Acquisition in 2017
TrustFort is a comprehensive IT solutions provider for the financial industry. TrustFort has built a solid reputation of deep domain knowledge and elevated client service standards.
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