Portage Ventures

Boosted.ai is an artificial intelligence company focused on improving portfolio management for the financial industry through distributed machine learning. Its flagship platform, Boosted Insights, enables portfolio managers to utilize advanced quantitative investing techniques without the need for coding or a data science background. The company develops machine learning software that enhances the investment decision-making process by conducting deep analyses of market data. By automating and simplifying complex tasks, Boosted.ai makes sophisticated investment tools accessible to all investment professionals, empowering them to achieve higher returns.

Belong, a revolutionary wealth-building platform. Belong strives to make wealth-building opportunities available to a broader market, with a concentration on professionally employed millennials.

Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.

Retirable is a financial services company focusing on retirement planning, advising, investing and income generation for adults near retirement. Based in New York City and established in 2019, it operates as a registered investment adviser providing retirement-focused financial planning and investment management to individuals in the United States. It offers personalized retirement income plans, fiduciary advisory support and investment strategies that balance risk and cash flow in retirement. The firm also provides access to high-yield cash accounts and debit card services through a partner bank, Thread Bank, though it is not a bank itself. Assets are managed by the executive management team.

Covey is an analyst-led community focused on identifying and rewarding emerging talent in money management. The company has developed a financial platform that facilitates the creation and sharing of portfolios among users. This platform allows analysts to share portfolio analytics across various communities while aggregating trade-level data on equities. By providing a sophisticated mock portfolio trading suite, Covey assists hedge funds and investment institutions in refining their trading strategies, ultimately enhancing their investment decision-making processes.

Getquin is a financial technology company that offers a comprehensive platform for investors to manage and track their entire net worth in one location. The platform is designed to facilitate the creation and management of exchange-traded fund portfolios, allowing users to analyze their assets and make informed investment decisions. By providing tools to monitor investments continuously, Getquin fosters a community of like-minded investors, enhancing the decision-making process through shared insights and information. This integrated approach aims to empower individuals to take control of their financial futures.

Boosted.ai is an artificial intelligence company focused on improving portfolio management for the financial industry through distributed machine learning. Its flagship platform, Boosted Insights, enables portfolio managers to utilize advanced quantitative investing techniques without the need for coding or a data science background. The company develops machine learning software that enhances the investment decision-making process by conducting deep analyses of market data. By automating and simplifying complex tasks, Boosted.ai makes sophisticated investment tools accessible to all investment professionals, empowering them to achieve higher returns.

Mirza is a FinTech company that focuses on providing tax-efficient employer stipends to a network of caregivers. Its platform integrates family financial planning and childcare funding, helping organizations enhance their corporate policies related to parental leave, fertility options, and modern parenting advice. By offering these tools, Mirza enables working professionals to navigate their financial responsibilities while supporting their roles as caregivers. The company aims to empower employees by facilitating their financial goals through innovative solutions tailored to the needs of modern families.

Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.

Hapi is a stock trading app that aims to democratize access to the financial markets for consumers in Latin America. It offers a user-friendly platform where individuals can register in just a few minutes and begin trading stocks and exchange-traded funds (ETFs) without incurring any commission fees or minimum investment requirements. Hapi allows users to transfer funds, execute real-time transactions, and monitor their investment returns easily. In addition to traditional stock trading, the platform has expanded its offerings to include the ability to buy, hold, and sell cryptocurrencies, further enhancing its appeal to a diverse range of investors.

Getquin is a financial technology company that offers a comprehensive platform for investors to manage and track their entire net worth in one location. The platform is designed to facilitate the creation and management of exchange-traded fund portfolios, allowing users to analyze their assets and make informed investment decisions. By providing tools to monitor investments continuously, Getquin fosters a community of like-minded investors, enhancing the decision-making process through shared insights and information. This integrated approach aims to empower individuals to take control of their financial futures.

Boosted.ai is an artificial intelligence company focused on improving portfolio management for the financial industry through distributed machine learning. Its flagship platform, Boosted Insights, enables portfolio managers to utilize advanced quantitative investing techniques without the need for coding or a data science background. The company develops machine learning software that enhances the investment decision-making process by conducting deep analyses of market data. By automating and simplifying complex tasks, Boosted.ai makes sophisticated investment tools accessible to all investment professionals, empowering them to achieve higher returns.

Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.

d1g1t develops a digital wealth management platform that provides analytics-driven portfolio management services to professional advisers and their individual investors. The platform integrates risk management tools, client management, onboarding, portfolio tracking, historical performance analysis, and future risk forecasting to support adviser-client relationships and business growth. Based in Toronto, Canada, the company focuses on transparent, data-driven investment guidance for advisory firms and their clients.

Founded in 2016, Multiply is a London-based company offering AI-powered investment advice. It aims to bridge the 'advice gap' by providing free, secure, and personalized financial plans covering savings, pensions, investments, and insurance.

Quovo Inc. is a data platform that specializes in providing financial analytics and data management solutions for small- and mid-sized investors. Founded in 2009 and headquartered in New York, the company enables businesses to connect to millions of consumer financial accounts across over 14,000 institutions. Quovo's platform retrieves, organizes, and analyzes data, offering features such as automated data repair, portfolio reconciliation, and insights into client account activity. Its services are tailored for a diverse clientele, including endowments, foundations, family offices, and financial advisors. By facilitating deeper connectivity and insights, Quovo assists financial service providers in enhancing customer relationships and personalizing their offerings. In 2019, Quovo became a subsidiary of Plaid Inc.

Wealthsimple Financial Inc. is a Toronto-based company that specializes in providing digital investment advisory services across Canada and operates additional offices in Brooklyn, New York, and London, United Kingdom. Founded in 2014, Wealthsimple offers a range of financial tools designed to help investors grow and manage their money. The company builds diversified portfolios of exchange-traded funds (ETFs) on behalf of its clients, offering accessible and affordable investment management without the high fees and account minimums typical of traditional firms. Wealthsimple also provides on-demand financial planning solutions and a hybrid savings and spending product known as Wealthsimple Cash. As of September 2020, Wealthsimple operates as a subsidiary of Purpose Advisor Solutions Inc.

Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align. Founded in 2018, Seeds is enabling the evolution toward truly intentional, purposeful, and personalized investing.