We ran the operations behind financial services. Now we're making them faster and more accurate.
Our mission is to eliminate the complex manual data bottlenecks that slow financial services down. We built Portage AI from decades of direct experience, because we knew AI, applied correctly, could finally solve these problems at scale. Every engagement begins with a commitment: built on your data, delivered by people who know your industry, guaranteed in writing before we begin.
FundamentalsBuilt on principles that carry weight.
A portage — from the Old French porter, "to carry" — is the moving of goods, or data, overland from one body of water to another, around whatever obstacle stands in the way. That's what we do: we carry your most complex operations forward to an AI-enabled operation your own team can sustain.
Value-driven
Our business model is simple: we are rewarded when our clients realize value. That focus shapes every engagement, every decision.
Ethical
We conduct ourselves with integrity in every facet, with clients, with each other, with investors. There is no other way to build lasting partnerships.
Rewarding
Win-win outcomes are our operating principle. We want every Portager, client, and partner to feel the relationship is genuinely worth it.
Agile
We move fast, make decisions quickly, and pivot as we learn. Speed and clarity beat lengthy planning when your clients have real problems today.
FoundersThe people behind Portage AI.
Greg and John spent years working side by side on some of the most complex financial services transformations in recent history. Portage AI exists because of what they learned: that the right AI —applied correctly— to the right problem, by people who truly understand the industry, can eliminate the bottlenecks that have always held these businesses back.
A Silicon Valley technology executive, Greg has spent his career building and transforming complex financial platforms. He built one of the first digital-native financial services companies as COO at E*Trade, then led AI and cloud transformations at Manulife and Resolution Life, delivering over $1.5 billion in cost savings across both programs.
At Resolution Life, Greg served as CTO, leading the migration of 23 legacy mainframes to the cloud across the US, Australia, and New Zealand, extracting data for 3 million contracts and migrating an entire global business to modern infrastructure, on time and on budget.
He founded Portage AI to apply that transformation experience to the operational pain points that still plague financial services: complex, manual document processes that AI can now automate at scale, with guaranteed accuracy.
A life actuary and former investment banker, John's career spans senior finance and transformation leadership across global insurance. As Group CFO at MetLife and ING NV, he established billion-dollar cost-savings programs and led multi-year global transformations that repositioned both businesses.
John brings the financial rigor, governance expertise, and deep industry relationships that complex AI deployments in financial services require. He co-sponsored the Resolution Life digital transformation alongside Greg, and brings that operational credibility to every Portage AI client engagement.
He serves as Chairman of Resolution Re in Bermuda and as a Board member and Risk Committee Chair at SoFi Technologies.
Portage UKDeep Lloyd's expertise, based in London.
Our London-based team brings specialist operational expertise in the Lloyd's market, from submission ingestion and pricing workflows to bordereaux processing and coverholder data management. They have built and delivered these solutions from inside the market, and they understand its complexity in a way that generalist AI vendors simply don't.
Portage AI UK Limited is our London-based subsidiary, and our Lloyd's practice is a core part of what we offer to the specialty insurance market, in London, Bermuda, and the US.
What our UK team delivers
- →Slip and SOV data extraction for pricing and underwriting
- →Bordereaux processing and carrier reconciliation, at scale
- →Binding authority and coverholder data management
- →Post-bind processing automation for complex specialty portfolios
- →Cat model-ready structured output for underwriting workbenches
- →Commercial P&C, marine, and specialty lines expertise
Technology PartnersThe F1® model — best-in-class parts, expert chassis.
Winning F1® teams don't build their own engines. They integrate the best available technology and win through superior design and expertise. Portage AI runs the same playbook, partnering with world-class AI and delivery specialists while our deep domain expertise is the chassis that makes it all work in production.
300+ data scientists. 50+ proprietary ML and AI algorithms. Powers our document ingestion, extraction, and ontology matching at 90%+ accuracy out of the box, refined further by your data.
Financial services cloud and AI delivery specialist. Provides agile build and delivery capability, enabling rapid, just-in-time client builds without the overhead of a large in-house engineering team.
Portage AI integrates with what you already use via API. Technology partners are swappable as the market evolves. Your stack stays yours, dramatically more capable than before.
Ready to talk?
Tell us about the process that's holding you back. We'll show you what's possible and put our commitment in writing.