Portage

Portage Ventures is a venture capital firm based in Toronto, Canada, established in 2016 as the corporate venture capital arm of Sagard Holdings. The firm specializes in investing in early-stage, growth-stage, and later-stage companies within the financial technology sector. Portage Ventures is dedicated to identifying and supporting promising Canadian fintech companies that have the potential to achieve significant global impact. Through its strategic investments, the firm aims to foster innovation and development in the financial services industry.

Jake Bodanis

Partner, Portage Ventures

Adam Felesky

Co-Founder and CEO

Ricky Lai

Partner

Victoire Lavigne

Principal, Portage Ventures

Leo Liu

Senior Associate

Gabi Makari

Associate

Juliette Souliman

Principal

Alex Tung

Associate

Jonathan Tétrault

Managing Partner and Member of the Management Committee

Past deals in Investment Banking

Alpaca

Series C in 2025
Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

Bloomo Securities

Series A in 2025
Bloomo Securities is a software company that specializes in the development of smart and fun investment apps.

Pearler

Seed Round in 2025
Pearler is an investment platform founded in 2018 in Sydney, Australia, designed to simplify the investment process for individuals aiming for financial independence. The platform provides a low-cost brokerage service that allows users to invest in international stocks and exchange-traded fund portfolios. It features tools for auto-investing, strategy comparison, and progress measurement towards financial goals, making it a comprehensive resource for personal finance and long-term investing. Pearler aims to empower ordinary people to become successful investors by fostering a supportive community around their financial journeys.

Boosted.ai

Venture Round in 2024
Boosted.ai is an artificial intelligence company focused on improving portfolio management for the financial industry through distributed machine learning. Its flagship platform, Boosted Insights, enables portfolio managers to utilize advanced quantitative investing techniques without the need for coding or a data science background. The company develops machine learning software that enhances the investment decision-making process by conducting deep analyses of market data. By automating and simplifying complex tasks, Boosted.ai makes sophisticated investment tools accessible to all investment professionals, empowering them to achieve higher returns.

Liquidly

Venture Round in 2023
Liquidly is a financial technology company focused on enhancing liquidity for illiquid assets. It operates a marketplace that leverages advanced technology to create an efficient infrastructure for private markets. By facilitating access to liquidity, Liquidly provides investors with a platform to trade and manage illiquid assets, thereby addressing a significant challenge in the investment landscape. The company's solutions aim to streamline transactions and improve market accessibility, ultimately supporting the growth and efficiency of private market investments.

Covey

Seed Round in 2022
Covey is an analyst-led community focused on identifying and rewarding emerging talent in money management. The company has developed a financial platform that facilitates the creation and sharing of portfolios among users. This platform allows analysts to share portfolio analytics across various communities while aggregating trade-level data on equities. By providing a sophisticated mock portfolio trading suite, Covey assists hedge funds and investment institutions in refining their trading strategies, ultimately enhancing their investment decision-making processes.

Pearler

Seed Round in 2022
Pearler is an investment platform founded in 2018 in Sydney, Australia, designed to simplify the investment process for individuals aiming for financial independence. The platform provides a low-cost brokerage service that allows users to invest in international stocks and exchange-traded fund portfolios. It features tools for auto-investing, strategy comparison, and progress measurement towards financial goals, making it a comprehensive resource for personal finance and long-term investing. Pearler aims to empower ordinary people to become successful investors by fostering a supportive community around their financial journeys.

Getquin

Series A in 2022
Getquin is a financial technology company that offers a comprehensive platform for investors to manage and track their entire net worth in one location. The platform is designed to facilitate the creation and management of exchange-traded fund portfolios, allowing users to analyze their assets and make informed investment decisions. By providing tools to monitor investments continuously, Getquin fosters a community of like-minded investors, enhancing the decision-making process through shared insights and information. This integrated approach aims to empower individuals to take control of their financial futures.

Haruko

Seed Round in 2022
Haruko is a financial technology company that provides an intuitive platform for institutional investors to manage digital assets alongside traditional asset classes. Established by a team with expertise in both traditional and digital markets, Haruko focuses on delivering visibility, security, and compliance in digital asset trading. The company's technology captures a comprehensive set of risk metrics, offering real-time pricing and analytics that seamlessly integrate with clients' systems. This enables investors to obtain historical portfolio valuations, in-depth protocol insights, and automated blockchain transaction monitoring. Haruko aims to facilitate a smooth interaction with the rapidly evolving digital assets ecosystem, positioning itself as a reliable interface for institutions navigating the complexities of blockchain trading.

Boosted.ai

Series B in 2022
Boosted.ai is an artificial intelligence company focused on improving portfolio management for the financial industry through distributed machine learning. Its flagship platform, Boosted Insights, enables portfolio managers to utilize advanced quantitative investing techniques without the need for coding or a data science background. The company develops machine learning software that enhances the investment decision-making process by conducting deep analyses of market data. By automating and simplifying complex tasks, Boosted.ai makes sophisticated investment tools accessible to all investment professionals, empowering them to achieve higher returns.

Alpaca

Series B in 2021
Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

Hapi

Seed Round in 2021
Hapi is a stock trading app that aims to democratize access to the financial markets for consumers in Latin America. It offers a user-friendly platform where individuals can register in just a few minutes and begin trading stocks and exchange-traded funds (ETFs) without incurring any commission fees or minimum investment requirements. Hapi allows users to transfer funds, execute real-time transactions, and monitor their investment returns easily. In addition to traditional stock trading, the platform has expanded its offerings to include the ability to buy, hold, and sell cryptocurrencies, further enhancing its appeal to a diverse range of investors.

Albert

Series C in 2021
Albert Corporation is a financial technology company founded in 2015 and based in Culver City, California. The company focuses on democratizing money management by providing accessible and affordable financial advisory services through its mobile application. Its platform enables users to engage directly with financial experts to address various money-related issues, as well as to create personalized financial plans. Albert offers a range of features, including automatic savings, budgeting tools, financial health monitoring, and detailed spending reports. Additionally, the platform allows customers to access automated investing options and provides Albert Instant, which offers advances against paychecks to help prevent overdrafts. By aggregating financial data from bank accounts, credit cards, loans, and investments, Albert delivers personalized recommendations to assist users in effectively managing their finances.

Pearler

Seed Round in 2021
Pearler is an investment platform founded in 2018 in Sydney, Australia, designed to simplify the investment process for individuals aiming for financial independence. The platform provides a low-cost brokerage service that allows users to invest in international stocks and exchange-traded fund portfolios. It features tools for auto-investing, strategy comparison, and progress measurement towards financial goals, making it a comprehensive resource for personal finance and long-term investing. Pearler aims to empower ordinary people to become successful investors by fostering a supportive community around their financial journeys.

Getquin

Seed Round in 2021
Getquin is a financial technology company that offers a comprehensive platform for investors to manage and track their entire net worth in one location. The platform is designed to facilitate the creation and management of exchange-traded fund portfolios, allowing users to analyze their assets and make informed investment decisions. By providing tools to monitor investments continuously, Getquin fosters a community of like-minded investors, enhancing the decision-making process through shared insights and information. This integrated approach aims to empower individuals to take control of their financial futures.

Alpaca

Series A in 2020
Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

Boosted.ai

Series A in 2020
Boosted.ai is an artificial intelligence company focused on improving portfolio management for the financial industry through distributed machine learning. Its flagship platform, Boosted Insights, enables portfolio managers to utilize advanced quantitative investing techniques without the need for coding or a data science background. The company develops machine learning software that enhances the investment decision-making process by conducting deep analyses of market data. By automating and simplifying complex tasks, Boosted.ai makes sophisticated investment tools accessible to all investment professionals, empowering them to achieve higher returns.

Albert

Series B in 2020
Albert Corporation is a financial technology company founded in 2015 and based in Culver City, California. The company focuses on democratizing money management by providing accessible and affordable financial advisory services through its mobile application. Its platform enables users to engage directly with financial experts to address various money-related issues, as well as to create personalized financial plans. Albert offers a range of features, including automatic savings, budgeting tools, financial health monitoring, and detailed spending reports. Additionally, the platform allows customers to access automated investing options and provides Albert Instant, which offers advances against paychecks to help prevent overdrafts. By aggregating financial data from bank accounts, credit cards, loans, and investments, Albert delivers personalized recommendations to assist users in effectively managing their finances.

Alpaca

Series A in 2019
Alpaca is a developer-focused financial technology platform that provides a modern brokerage infrastructure for accessing financial markets. The company offers services that include stock and cryptocurrency investing, real-time market data, and comprehensive brokerage capabilities through user-friendly application programming interfaces (APIs). This enables developers to create trading applications and integrate investment functionalities into various products. Alpaca supports a diverse range of businesses and applications globally, catering to tens of thousands of developers who utilize its platform to enhance their financial offerings. The company has attracted significant funding from leading investors in the sector, positioning itself as a prominent player in the embedded finance landscape.

magnifi

Pre Seed Round in 2019
Magnifi is an online investing platform that provides AI-driven assistance to investors, aiming to simplify the investment process for both newcomers and experienced individuals. The platform features an investment search engine that allows users to explore a marketplace of over 15,000 investment options, including stocks, mutual funds, and ETFs, tailored to their personal financial goals. Magnifi's AI assistant helps users make informed decisions and reduces the apprehensions associated with investing. Additionally, investors can compare and analyze multiple investment options side-by-side and connect various brokerage accounts to manage their entire portfolio in one place. The company is headquartered in Hong Kong, with an office in Ho Chi Minh City, Vietnam.

Albert

Series A in 2018
Albert Corporation is a financial technology company founded in 2015 and based in Culver City, California. The company focuses on democratizing money management by providing accessible and affordable financial advisory services through its mobile application. Its platform enables users to engage directly with financial experts to address various money-related issues, as well as to create personalized financial plans. Albert offers a range of features, including automatic savings, budgeting tools, financial health monitoring, and detailed spending reports. Additionally, the platform allows customers to access automated investing options and provides Albert Instant, which offers advances against paychecks to help prevent overdrafts. By aggregating financial data from bank accounts, credit cards, loans, and investments, Albert delivers personalized recommendations to assist users in effectively managing their finances.

Multiply

Venture Round in 2018
Multiply is a London-based company founded in 2016 that specializes in providing artificial intelligence-powered investment advice. The firm aims to address the "advice gap" in the financial advisory market by offering accessible financial planning solutions for individuals who typically lack the means to engage traditional financial advisors. Multiply's platform allows users to create free financial plans by answering a series of questions about their current financial situation and future goals. Utilizing advanced technology, the company generates personalized recommendations across various financial areas, including savings, pensions, investments, and insurance. Committed to data security, Multiply employs encryption to protect user information and guarantees that it will not share or sell personal data. The company is working with the Financial Conduct Authority to achieve full regulation, positioning itself as a pioneering automated financial advice solution in the UK.

Albert

Seed Round in 2018
Albert Corporation is a financial technology company founded in 2015 and based in Culver City, California. The company focuses on democratizing money management by providing accessible and affordable financial advisory services through its mobile application. Its platform enables users to engage directly with financial experts to address various money-related issues, as well as to create personalized financial plans. Albert offers a range of features, including automatic savings, budgeting tools, financial health monitoring, and detailed spending reports. Additionally, the platform allows customers to access automated investing options and provides Albert Instant, which offers advances against paychecks to help prevent overdrafts. By aggregating financial data from bank accounts, credit cards, loans, and investments, Albert delivers personalized recommendations to assist users in effectively managing their finances.
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