PortfoPlus

Private

Hong KongFinTechhttps://www.portfoplus.com/

Last Round

Accelerator

May 17, 2023

Company Overview

PortfoPlus is an insurtech company that provides an AI-powered insurance policy management platform for individuals and financial advisors to consolidate, analyze, and manage insurance portfolios.

Sector

FinTech

Verticals

InsurTech, Sales Enablement, Wealth Management, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

insurtechinsurance policy managementsales enablementinsurance CRMprotection gap analysisSaaS platformworkflow automationdigital insurance hubwealth management softwareinsurance agent toolspersonal finance managementB2B2C platformAI sales assistantinsurance aggregator

Historical Pricing

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PortfoPlus Comparables

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PortfoPlus comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Nanoinsure Technology	78%
Agent Saathi	71%
10Life	67%

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PortfoPlus Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Accelerator	May 17, 2023

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PortfoPlus Investors

Notable investors and investment history

PortfoPlus investors
Investor	Rounds
University of Hong Kong	Accelerator
Cyberport Hong Kong	Accelerator
FinTech Innovation Lab Asia-Pacific	Accelerator

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Market signals

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May 17, 2023
Secured funding from Cyberport Hong Kong and FinTech Innovation Lab.

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PortfoPlus Filings

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Data table
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PortfoPlus Filings

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Frequently Asked Questions

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Firmographic Details

HeadquartersHong Kong

Employee Range7

Year Founded2016

Last FundingMay 17, 2023

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