Australian FinTech company profile #85 – PortfolioCloud

Australian FinTech company profile #85 – PortfolioCloud

  1. Company Name:


  1. Website:

  1. Key Staff & Titles:

David Beggs | Co-Founder/Director

David has over 17 years experience in the investment management industry. He recently held the position of Portfolio Manager at Metisq Capital, managing over $1 Billion in Emerging Markets equities.

He was also the Executive Director at Halidon Asset Management, managing fixed interest and hybrid assets. David’s work revolves heavily around quantitative investment and the development of trading, portfolio rebalancing and portfolio management systems.

Matthew Cosier | Co-Founder/CTO

Matthew has over 20 years experience as a Software Engineer across a range of industries and disciplines. Matthew currently serves as the CTO and Co-founder of the successful Microsoft Partner, Hazaa, helping organisations realise their potential through the implementation of technology.

Matthew lead the development of the Wealth.Net platform for Bluedoor technologies, who were later acquired by DST.

Mark Links | Director/COO

Mark has over 20 years platform experience in Australia, UK and South Africa. He has held positions as Head of Operations at Transact, the first UK open architecture platform which is now a $2b FTSE 250 company. He also held positions as CIO at Saunderson House and Operations Director at AXA Wealth Elevate platform.

Mark has extensive experience in developing technology propositions and building scalable wealth management operations.

  1. Location(s):

Melbourne, Victoria

  1. In one sentence, what does your fintech do?:

PortfolioCloud build innovative software for financial advisers, investment platforms and institutions which enables them to redefine their propositions and deliver better outcomes for their clients.

  1. How / why did you start your fintech company?:

We wanted to solve a problem that no one else was doing very well at the time. In doing so we built a great business to deliver it.

  1. What is the best thing your company has achieved or learnt along the way (this can include awards, capital raising etc)?:

We’ve been lucky enough to work with some great clients who are instrumental in helping us shape our products and services.

  1. What’s some advice you’d give to an aspiring start-up?:

It takes time to build a great business. Plan methodically. Prepare for a long haul and pay particular attention to hiring the right people.

  1. What’s next for your company? And are you looking to expand overseas or stay focussed on Australia?:

More clients, more features and dipping our toe into offshore expansion.,

  1. What other fintechs or companies do you admire?:

Atlassian, Berkshire Hathaway.