portagon
Portagon, founded in 2015 and headquartered in Frankfurt am Main, Hessen DE, is a small business in the Financial Services industry that offers a leading digital distribution platform for the private capital market.
Services
portagon offers a comprehensive suite of digital finance solutions in the financial services industry. Their services include a fully paperless and automated investment processing system, a scalable solution for managing a large number of individual investments, MiFID-compliant advisory and brokerage processes, and access to a strong network of issuers, intermediaries, and investors. They also provide a digital distribution platform for alternative investments, integrating KYC/AML, electronic registration and documentation, and customizable applications.
Products
portagon specializes in a range of products including a digital marketplace that connects product providers and financial intermediaries, valuable investor insights, and fund management tools. They offer white-label software and software-as-a-service solutions tailored for asset managers, banks, and emission houses. Their platform provides integrated solutions for onboarding private investors securely and efficiently, managing complexity in financial distribution, and reducing time and costs while minimizing liability risks.
Sector
portagon operates within the financial services sector, focusing on digital finance and fintech solutions. Their offerings are designed to streamline and digitize the investment process for alternative investments, providing scalable and compliant solutions for financial institutions and private investors. The company provides tools for banks to optimize customer portfolios with a diverse product selection and supports sustainable projects in renewable energy and infrastructure.
History
Founded in 2015 and headquartered in Frankfurt am Main, Hessen, Germany, portagon has grown to a team size of 46 employees. The company has established itself as a leading distribution platform for the private capital market. They are known for their digital solutions that enhance efficiency in financial transactions and ensure regulatory compliance, including GDPR and ISO 27001 certifications.
Compliance and Security
portagon prioritizes compliance and security, offering GDPR-compliant solutions and holding ISO 27001 certification. The company conducts regular penetration tests and partners with OSP and SOC-certified hosting providers to ensure secure operations. These measures ensure that their digital investment processing system remains robust and trustworthy for all users.