Portola Partners - Ownership and Business Overview

Financial ServicesCompany

Portola Partners Ownership

Who owns Portola Partners?

Portola Partners is owned by CI Financial. It was acquired on September 14, 2021.

Portola Partners Business Overview

Where is Portola Partners headquartered?

Portola Partners is headquartered in Menlo Park, California.

What sector is Portola Partners in?

Portola Partners is a financial services company.

When was Portola Partners founded?

Portola Partners was founded in 2020.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 222 acquisitions of financial services companies in 2021, including 18 acquisitions by private equity firms, and 204 by strategics.

Portola Partners

Portola Partners Group LLC

1550 El Camino Real Suite 200,
Menlo Park, California 94025
United States,
(650) 433-8779
www.portolapartnersllc.com

Portola Partners is a wealth management firm specializing in meeting the distinct needs of ultra-high-net-worth families. Portola Partners manages US$5.2 billion in assets and provides comprehensive investment and wealth planning solutions to respected families with complex, unique requirements. Portola Partners was founded in 2020 and is based in Menlo Park, California.


Company Summary

SECTOR

Financial Services

Established

2020

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