Founded by Michael Bolten in 2015
Distribute and manage alternative investments and private market funds directly to investors
Pricing model
Free Trial, Paid
Rating
★ People love it
Time to value
Moderate Setup (1-3 hours)
You can use portagon to distribute and manage private market investments and alternative financial products digitally. Asset managers, banks, broker pools, and issuers can set up digital subscription workflows, handle investor onboarding, and process integrated KYC and AML checks. The system centralizes portfolio custody for private market assets, monitors cash positions, and provides clear reporting. You can also connect with an extensive distributor network, discover ESG-compliant investment products, and track investor activity and performance metrics across multiple sales channels.
What portagon does
Pricing breakdown
Pricing model: Free Trial, Paid
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