Blaze Portfolio

Streamlined Trade Order Management and Rebalancing Technology for Advisors

General Information
Company Name
Blaze Portfolio
Founded Year
2005
Location (Offices)
Chicago, United States +1
Founders / Decision Makers
Number of Employees
1
Industries
B2B, Enterprise Software, Financial Services +3
Funding Stage
-
Social Media

Blaze Portfolio - Company Profile

Blaze Portfolio is a B2B enterprise software startup based in Chicago, IL since 2005. The company provides streamlined trade order management and rebalancing technology tailored for investment professionals. Their Software-as-a-Service (SaaS) platform offers scalable and flexible modeling, tax-optimization, cash management, trade compliance, and real-time electronic trading. Blaze Portfolio facilitates seamless integration with leading portfolio accounting and reporting systems, back-office outsourcing providers, and multiple custodians, enabling clients to swiftly set up and access industry-leading solutions. With a focus on financial services and fintech, Blaze Portfolio collaborates with wealth managers, investment advisors, multi-family offices, digital advisors, and industry partners to deliver innovative solutions. As of now, no recent investment information or investors have been disclosed. This dynamic startup presents a compelling opportunity for venture capitalists seeking to invest in the cutting-edge financial technology sector.

Taxonomy: Trade Order Management, Portfolio Rebalancing, SaaS Platform, Financial Technology, Wealth Management, Investment Advisors, Multi-family Offices, Digital Advisors, Technology Integration, Real-time Trading, Tax Optimization, Cash Management, Portfolio Accounting, Investment Solutions

Funding Rounds & Investors of Blaze Portfolio (0)

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There is no investment information

Latest News of Blaze Portfolio

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No recent news or press coverage available for Blaze Portfolio.

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