# Portage Partners

Investor in New York, New York

## About Portage Partners

Portage Partners is a boutique advisory and investment firm focused on the global financial services and fintech ecosystem. The firm is best known for its advisory work, partnering with founders, executives, and boards across asset management, wealth management, insurance, and financial-technology businesses.

Rather than operating as a traditional venture capital or private equity firm, Portage Partners primarily provides strategic advisory services. These include mergers and acquisitions advisory, capital raising, strategic positioning, and growth planning for financial-services companies navigating transformation, consolidation, or expansion.

The firm’s sector focus spans asset and wealth management platforms, alternative investments, insurance, fintech infrastructure, and technology-enabled financial services. Its clients range from founder-led growth companies to established global firms seeking strategic clarity or transaction execution.

## People

- **Sam Klatt**, Chief Investment Officer

## Key Facts

- **Location:** New York, New York
- **Investor Type:** Private Equity
- **Founded:** 2010

## Investment Industry

- All Industries

## How to Contact

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