The Concept

Polly Portfolio was founded by experienced investment professionals to give investors sophisticated, highly personalized, and transparent investment advice. We build technology for investment professionals to work smarter and deliver investment solutions to their clients.

Our team’s shared history began at C12 Capital Management, a 2009 spinout of a Barclays proprietary trading desk, managing $13bn across multiple asset classes. Polly Portfolio’s core technology grew out of the internal research, risk, and portfolio management systems at C12 Capital, where it was the hub for managing a $1bn macro strategy. This infrastructure was flexible enough to encode models built by over 30 portfolio managers and traders, spread across a dozen investing teams.

In 2016, we launched Bespoke, an offering for applying investment advice for both enterprises and financial advisors.