Insights

Strong Client Base Portfolio BI has a proven track record with over 175 top-tier hedge funds, asset managers, and institutional investors, demonstrating its capability to serve sophisticated buy-side clients seeking advanced data and portfolio management solutions.

Recent Leadership Expansion The appointment of new CEO Jonathan White and CTO William Ercolano signals a strategic focus on technological innovation and leadership, presenting opportunities to engage with the company on upcoming product developments and technology initiatives.

Strategic Partnerships The alliance with Alkymi Inc. highlights an emphasis on unstructured data processing and automation, suggesting potential cross-selling opportunities for clients interested in enhanced data automation and AI-driven solutions.

Potential Market Growth With a revenue range of 25 to 50 million dollars and a specialized focus on buy-side analytics, Portfolio BI has room to expand its market share by targeting mid-sized institutional firms seeking comprehensive portfolio and data management tools.

Technological Expertise Portfolio BI leverages a diverse tech stack including Python, C#, and cloud platforms like AWS and Azure, indicating service opportunities for clients seeking robust, scalable, and customized financial technology integrations.

Portfolio BI Tech Stack

Portfolio BI uses 8 technology products and services including MSCI, Google Hosted Libraries, Open Graph, and more. Explore Portfolio BI's tech stack below.

MSCI

Accounting And Finance

Google Hosted Libraries

Content Delivery Network

Open Graph

Content Management System

git

Development

Cisco

Network Hardware

Python

Programming Languages

OpenResty

Web Servers

Portfolio BI Email Formats	Example	Percentage
First.Last@portfoliobi.com	John.Doe@portfoliobi.com	45%
First@portfoliobi.com	John@portfoliobi.com	8%
FLast@portfoliobi.com	JDoe@portfoliobi.com	2%
First.Last@portfoliobi.com	John.Doe@portfoliobi.com	45%

Portfolio BI Email Formats

Example

Percentage

First.Last@portfoliobi.com

John.Doe@portfoliobi.com

45%

First@portfoliobi.com

John@portfoliobi.com

FLast@portfoliobi.com

JDoe@portfoliobi.com

First.Last@portfoliobi.com

John.Doe@portfoliobi.com

45%

Frequently Asked Questions

Where is Portfolio BI's headquarters located?

Portfolio BI's main headquarters is located at 1400 Broadway, Suite 2810 New York, NY 10018, US. The company has employees across 3 continents, including EuropeNorth AmericaAsia.

What is Portfolio BI's official website and social media links?

Portfolio BI's official website is portfoliobi.com and has social profiles on LinkedIn.

What is Portfolio BI's NAICS code?

Portfolio BI's NAICS code is 52 - Finance and Insurance.

How many employees does Portfolio BI have currently?

As of October 2025, Portfolio BI has approximately 76 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: J. W.Chief Financial Officer: C. S.Chief Technology Officer: P. G.. Explore Portfolio BI's employee directory with LeadIQ.

What industry does Portfolio BI belong to?

Portfolio BI operates in the Financial Services industry.

What technology does Portfolio BI use?

Portfolio BI's tech stack includes MSCIGoogle Hosted LibrariesOpen GraphgitCiscoPythonC#OpenResty.

What is Portfolio BI's email format?

Portfolio BI's email format typically follows the pattern of First.Last@portfoliobi.com. Find more Portfolio BI email formats with LeadIQ.

When was Portfolio BI founded?

Portfolio BI was founded in 2020.

Portfolio BI

Q: What is Portfolio BI's official website and social media links?

Portfolio BI's official website is portfoliobi.com. Portfolio BI has social profiles on LinkedIn.

Q: How many employees does Portfolio BI have currently?

Portfolio BI has approximately 76 employees.

Q: What technology does Portfolio BI use?

Portfolio BI's tech stack includes Pardot, Moment.js, Ranorex, Angular, Zabbix.

Financial ServicesUnited States51-200 Employees

At Portfolio BI, it's all about data. 

PBI empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions. 

Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. 

We don't just help you access, organize, and analyze your data; we help you act on it.

Insights

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Portfolio BI Tech Stack

Media & News

Portfolio BI, Inc. hires William Ercolano as vice president of client technology.

Portfolio BI, Inc. hires White as CEO.

Portfolio BI, Inc. hired Jonathan White as Chief Executive Officer on Mar 20th '24.

Portfolio BI, Inc. partners with Alkymi Inc.

Portfolio BI, Inc. received award Best OMS on Jan 1st '22.

Portfolio BI, Inc. hires Shawn Brady as Senior Head of Relationship Management.

Portfolio BI, Inc. acquired Hentsu on Feb 23rd '21.

Portfolio BI's Email Address Formats