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Investment Portfolio Management
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Investment Portfolio Management
Overview
Focus
Investment Portfolio Management
Financial Data Aggregation
Product
Portfolio management platform for VCs (formerly Quaestor) with automated data collection from startups.
Corporate treasury platform for startups investing excess cash into US Treasuries with automated ladders.
Headquarters
San Francisco, California
New York, New York
Company size
11-50 employees
11-50 employees
Founded
2020
2022
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026