PortfoPlus
PrivateLast 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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
PortfoPlus Comparables
Compare PortfoPlus with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Nanoinsure Technology | 78% | |
| Agent Saathi | 71% | |
| 10Life | 67% |
PortfoPlus Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | May 17, 2023 |
PortfoPlus Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The University of Hong Kong | Accelerator |
| Cyberport Hong Kong | Accelerator |
| FinTech Innovation Lab Asia-Pacific | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors increased 549% MoM, reaching 17.8K.
- Aug 23, 2025
Grew 57% QoQ from 7 to 11 employees.
PortfoPlus Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about PortfoPlus's valuation, stock price, and market status.
Is PortfoPlus a public or private company?
PortfoPlus is a private company.
What is the current stock price of PortfoPlus?
PortfoPlus is a private company with no public stock price. No recent secondary market data is available.
How much is PortfoPlus worth (valuation)?
Valuation information for PortfoPlus is not publicly available.
Can I buy PortfoPlus stock?
PortfoPlus shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was PortfoPlus's last funding round?
PortfoPlus's most recent funding round was Accelerator on May 17, 2023.
Who are the main investors in PortfoPlus?
Key investors in PortfoPlus include University of Hong Kong, Cyberport Hong Kong, FinTech Innovation Lab Asia-Pacific.
Will PortfoPlus IPO soon?
No public IPO plans have been announced for PortfoPlus.
How can I track PortfoPlus secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor PortfoPlus's secondary market activity and sign up for updates.