We modernised financial services from the inside. Now we build the tools to do it at scale.
Our mission is to carry your most complex operations forward. Our founders and principals modernised re(insurers) from the inside, leading digital transformations delivered on time and on budget, and they built Portage AI to bring that capability to everyone else. The team pairs financial services experts across New York and London with technologists in Silicon Valley who have shipped AI at global scale.
FundamentalsWhat we stand for.
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.
Careers built inside: MetLife · ING · Morgan Stanley · IBM · E*TRADE · Manulife · Resolution Life · Prudential · Siemens · 1010data · NetSuite
Value-driven
We are paid on your success, with transparent pricing tied to ROI.
Integrity
Accuracy commitments in writing, and results you can audit.
Win-win partnerships
We front the investment and share the risk most vendors leave with the client.
Agile
Speed and clarity over ceremony, with most clients live in 10 weeks.
Committed to responsible AI in every model and every deployment: experts review every exception, outputs are auditable back to source, and your data never trains anyone else's model.
The teamsWhere we work and what we do.
Embedded in Lloyd's and the London market, close to carriers, reinsurers and brokers, with specialist expertise in slip and SOV extraction, bordereaux processing, binding authority management and specialty insurance automation.
Engineers and scientists who have shipped AI at global scale, building and tuning the models that run on each client's own documents.
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 who built one of the first digital-native financial services platforms as COO of E*TRADE, then led AI and cloud transformations at Manulife and Resolution Life: 23 legacy mainframes retired, data extracted from three million contracts across multiple countries, and roughly $1.5 billion in cost savings delivered.
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 whose career spans senior finance and transformation leadership across global insurance, including Group CFO roles at MetLife and ING. He chairs Resolution Re in Bermuda and serves on the board of SoFi Technologies.
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.
Portage UKDeep Lloyd's expertise, based in London.
Ben leads Portage UK from the London office at 70 St Mary Axe. His career spans two decades of leadership in the military, a decade in insurance leading change and transformation, and senior management in Insurtech. He brings deep knowledge of the London market and its carrier, broker and coverholder community.
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. We work the same way. Our industry experts design the workflow and own the outcome, sitting where judgment adds value, and because the definition of correct changes over time, people who know the business keep the models honest. Scry supplies the AI engine, built since 2014 with more than 60 proprietary algorithms and certified to SOC 2 and ISO 27001. Toucanberry Tech provides financial-services cloud delivery. Everything connects to your existing systems through API, and your data stays behind your firewall.
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. See it on your own data.