Aprio
Aprio Inc. operates a cloud-based SaaS board management portal serving credit unions, banks, healthcare, education, government, corporations, and nonprofits across North America and internationally, delivered on Azure with enterprise security certifications and bundled per-user subscription pricing.
- Company typePrivate
- Founded2007
- HeadquartersVancouver, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Aprio does
Aprio Inc. is a privately held Canadian SaaS company headquartered in Vancouver, British Columbia, that operates the Aprio Board Portal, a cloud-based board management platform for governing bodies of regulated and mission-driven organizations. The product is delivered as a unified subscription with no tiered feature gating, bundling secure document management (AES-256 encryption, document DRM, role-based access), agenda building, real-time meeting minutes and motion tracking, online voting with legally binding e-signatures, board assessments and surveys, task management, automated reporting, native one-click integration with Zoom, Microsoft Teams, Webex, and Google Meet, and offline-capable iOS, Android, and Windows mobile apps. The platform runs on Microsoft Azure tier 4 data centers with ISO 27001, SOC 2 Type 2, SOC 3, HIPAA, SSAE 16/ISAE 3402, and GLBA-aligned certifications, supporting a 99.99% uptime SLA and data residency options in Canada, the United States, and international regions.
Aprio serves credit unions, banks, financial services firms, healthcare organizations, educational institutions, corporations, government bodies, nonprofits, and Indigenous organizations. Named customers include UNFCU, Vancity, American United Federal Credit Union, StellerVista Credit Union, Centinel Bank of Taos, the Tim Hortons Advisory Board, BCIT, Island Health, Bethany Care Society, and BioTalent Canada. The commercial model is annual subscription SaaS priced on a per-user basis with all premium features included, unlimited committees and administrators, unlimited training, and a 3-month free trial that converts into a 15-month first-year contract at the price of 12. Sales is direct and sales-assisted, complemented by content marketing, SEO, free trials, and mobile app distribution, with onboarding typically completed in three weeks and supported by 24/7 expert staff composed of former board administrators.
The company employs 11-50 people, was founded in 2003 (with some sources citing 2007), and most recently raised $763,900 in venture debt from TIMIA Capital in October 2018. In 2025 it launched ChatDPQ, an AI governance advisor built on DirectorPrep content. Note: the source material conflates this Vancouver board portal business with a separately named US accounting and advisory firm also called Aprio that announced a $300M AI investment, TimeCredit acquisition, and a roll-up of accounting firms; those events belong to the other entity and are not part of this analysis.
Aprio firmographics
Firmographics- Name
- Aprio
- Legal name
- Aprio Inc.
- Website
- https://aprioboardportal.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Aprio Inc. operates a cloud-based SaaS board management portal serving credit unions, banks, healthcare, education, government, corporations, and nonprofits across North America and internationally, delivered on Azure with enterprise security certifications and bundled per-user subscription pricing.
- Ownership category
- akta.pro rank
Aprio industry classification
Industry- Product category
- Board Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Email, Calendar & Scheduling (BPAMAMAC)
Keywords
Where Aprio is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Aprio business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Board Portal Software Subscription: Subscription-based SaaS model with per-user licensing. All premium features included in every plan - no tiered product editions or lite versions. Starter subscription includes 20 user licenses with unlimited administrators and committees. Pricing scales with the number of users on the license. First year annual contract runs for 12 months after trial, giving 15 months of service for the price of 12.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Corporate Board Management - Per User License |
| Subscription | Annual | Nonprofit Board Management - Per User License |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Aprio product offering
Product offeringCore offering
Aprio provides a cloud-based SaaS board management platform that enables organizations to run secure and efficient board meetings. The platform includes modules for agenda building, real-time meeting minutes, board voting with e-signatures, task management, surveys, virtual meeting integration, and board reporting. The product is sold on a per-user subscription basis with all premium features included in every plan.
Product overview
Aprio offers a unified, cloud-based board management software platform delivered as SaaS. The core product is the Aprio Board Portal, which integrates multiple modules including Agenda Builder, Meeting Minutes Software, Board Task Manager, Board Assessment/Surveys, Virtual Board Meeting Integration, Board Voting Software, Board Reporting Software, and Secure Board Portal features. ChatDPQ AI Governance Advisor provides an AI-powered governance assistant. The platform is available in Corporate and Nonprofit pricing tiers. All features are included in every subscription with no tiered product editions.
Differentiator
Problem solved
Functional benefit
Products and services
- Aprio Board Portal Cloud-based SaaS board management platform providing secure document management, meeting preparation tools, virtual meeting integration, voting and e-signatures, task tracking, surveys, and reporting for board governance.
- Agenda Builder
Quantifiable outcome
- Board packages created in minutes instead of days
- +3 more outcomes
Companies that use Aprio
Customer profileNamed customers10 records
Segments9 records
Ideal customer profiles7 records
Aprio technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability3 records
Feature8 records
Aprio partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Aprio competitors and assessment
Company assessmentBroad incumbents
- Diligent: Diligent (formerly Diligent Boardbooks, acquired by Insight Partners) is the market-leading board management platform serving large enterprises and regulated institutions. It is a direct board-portal competitor to Aprio, with a much larger product portfolio including entity governance, ESG, and audit, and serves a global enterprise customer base.
- Nasdaq Boardvantage: Nasdaq Boardvantage is the board portal product of Nasdaq, Inc., targeting public-company boards and large institutions. It is a top-tier competitor to Aprio in regulated, large-organization segments with deep financial-services penetration.
- Microsoft SharePoint / Microsoft 365: Microsoft 365 (SharePoint, Teams, OneDrive) is the default document/collaboration stack for most enterprises and is frequently considered as a "good enough" alternative to dedicated board portals. Aprio integrates with Teams and Outlook, but SharePoint-based board workflows are a structural substitute threat.
Direct peers
- BoardEffect: BoardEffect is a dedicated board management platform focused on nonprofits, healthcare, education, and credit unions — overlapping directly with Aprio's primary verticals. Both offer secure document distribution, meeting tools, and e-signatures for boards and leadership teams.
- OnBoard (by Passageways): OnBoard is a board portal focused on mid-market and enterprise boards, offering meeting management, voting, document storage, and analytics. It directly competes with Aprio in the SMB/mid-market board-software category and frequently appears on buyer comparison shortlists.
- Boardable: Boardable is a board management software platform built primarily for nonprofits. Aprio has an explicit win recorded against them (BioTalent Canada switched from Boardable to Aprio), confirming them as a direct competitive reference point.
- Convene (Diligent): Convene is a board meeting and collaboration platform (now part of Diligent) targeting boards and executive teams. It competes head-to-head with Aprio on meeting preparation, document collaboration, and voting workflows.
- BoardPaq: BoardPaq is a board management solution geared primarily toward credit unions and community banks. It is one of the closest vertical peers to Aprio given the shared focus on credit-union board governance workflows.
Emerging players
- Aboard: Aboard is a newer-generation board management tool emphasizing modern UX and integrations for startup and growth-company boards. It overlaps with Aprio on board workflow tooling but skews to venture-backed private companies rather than regulated institutions.
Others
- Diligent Entities (Galvanize/Workiva adjacency): Workiva is a broader GRC and entity-governance platform that increasingly overlaps with board reporting and entity management functions. While not a direct board-portal competitor, it competes for the same governance technology budget at large enterprises.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Aprio social profiles
Digital presenceAprio compliance and trust
Trust signalCompliance6 records
Aprio financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aprio leadership team
Management profileNumber of profiles
Profiles4 records
Aprio funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aprio M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aprio
What does Aprio do?
Aprio provides a cloud-based SaaS board management platform that enables organizations to run secure and efficient board meetings. The platform includes modules for agenda building, real-time meeting minutes, board voting with e-signatures, task management, surveys, virtual meeting integration, and board reporting. The product is sold on a per-user subscription basis with all premium features included in every plan.
Is Aprio a public or private company?
Aprio is a private company. It is classified as unknown and is currently operating.
When was Aprio founded?
Aprio was founded in 2007. It employs 11 to 50 people.
Where is Aprio based?
Aprio is headquartered in Vancouver, Canada, in the North America region.
How does Aprio make money?
One revenue line is on record: board Portal Software Subscription.
Who are Aprio's main competitors?
Broad incumbents on record are Diligent, Nasdaq Boardvantage and Microsoft SharePoint / Microsoft 365. Direct peers are BoardEffect, OnBoard (by Passageways), Boardable, Convene (Diligent) and BoardPaq. Aboard is listed as an emerging player. Diligent Entities (Galvanize/Workiva adjacency) is listed as an others.
Does Aprio have an API?
No public API is recorded for Aprio.
What industry is Aprio in?
Aprio's product category is Board Management Software. Its primary akta.pro industry code is BPAMAMAC, Email, Calendar & Scheduling. Its NAICS code is 513210 and its SIC code is 7372.