Portfolio DOC Press Kit
About
Portfolio DOC is a Neo-Wealth Advisor — the first to bring continuous, single-stock investment advice, previously reserved for private-bank clients, to self-directed everyday investors. Headquartered in Hamburg and founded in 2024 by experienced fund manager Adnan Bilgin, Portfolio DOC closes the long-standing gap between everyday investors and the professional-level portfolio guidance once reserved for institutional clients. The platform combines proprietary research, portfolio analytics, and curated stock recommendations in a single dashboard, helping investors make confident decisions and stay in control of their financial future. In March 2025, Portfolio DOC was presented at MWC Barcelona, where it was selected by the jury among the top startups to watch and named "Most Promising Startup" by the Barcelona Fintech community.
Company facts
- Legal name: Portfolio DOC UG (haftungsbeschränkt)
- Founded: 2024
- HQ: Rissener Landstraße 40B, 22587 Hamburg, DE
- Register: Amtsgericht Hamburg, HRB 187569
- Press contact: contact@portfoliodoc.de
Team
- Adnan Bilgin — Co-Founder & Managing Director · LinkedIn