Portfolio BI Email Format
Financial ServicesNew York, United States51-200 Employees
Portfolio BI is a financial services company headquartered in New York, New York, at 1400 Broadway, Suite 2810. It offers front-to-back solutions for order management, portfolio management, data management, and reporting for buy-side firms, delivered through integrated platforms with local technology expertise and experienced financial professionals. The company serves more than 175 hedge funds, asset managers, family offices, funds of funds, and institutional investors, and has operated for over 20 years. Portfolio BI employs between 51 and 200 people. In 2024, Portfolio BI announced the appointment of Jonathan White as Chief Executive Officer and William Ercolano as Chief Technology Officer. In 2023, the company announced a strategic partnership with Alkymi.