Portfolio BI Employee Directory

Financial ServicesNew York, United 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.

Find Portfolio BI employees' phone numbers or email addresses

Portfolio BI Global Highlights

Location
Employees

Europe
44

Minus sign iconPlus sign icon
  • Serbia
    33
  • United Kingdom Of Great Britain And Northern Ireland
    10
  • Poland
    1

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    29
  • Canada
    1

Asia
1

Minus sign iconPlus sign icon
  • United Arab Emirates
    1

Portfolio BI's Leadership

  • Stylized image of a person
    J. W.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    P. G.
    Chief Technology Officer
    Phone icon
  • Stylized image of a person
    S. M.
    Chief Product Officer
    Phone icon
  • Stylized image of a person
    W. E.
    Chief Technology Officer
    Phone icon
  • Stylized image of a person
    A. V.
    Chief Information Security Officer
    Phone icon
  • Stylized image of a person
    V. V.
    Head Of Product Development
    Phone icon
  • Stylized image of a person
    D. P.
    Global Head Of Human Resources-Global Talent Acquisition Partner
    Phone icon
  • Stylized image of a person
    T. N.
    Global Head Of Managed Services
    Phone icon

Portfolio BI Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Banking
  • Program & Project Management
  • Information Technology
  • Accounting
  • Other

Contact profiles from Portfolio BI

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    Chief Executive Officer
    Phone icon
    United StatesNew York
    Apr 18, 2025
  • Stylized image of a person
    P. G.
    Chief Technology Officer
    Phone icon
    United StatesNew York
    Mar 09, 2026
  • Stylized image of a person
    S. M.
    Chief Product Officer
    Phone icon
    United StatesNew York
    Mar 24, 2026
  • Stylized image of a person
    W. E.
    Chief Technology Officer
    Phone icon
    United StatesNew York
    Mar 09, 2026
  • Stylized image of a person
    A. V.
    Chief Information Security Officer
    Phone icon
    SerbiaCentral Serbia
    Feb 05, 2025
  • Stylized image of a person
    D. P.
    Global Head Of Human Resources-Global Talent Acquisition Partner
    Phone icon
    United StatesNew York
    Aug 20, 2025
  • Stylized image of a person
    T. N.
    Global Head Of Managed Services
    Phone icon
    SerbiaCentral Serbia
    Oct 08, 2025
  • Stylized image of a person
    V. V.
    Head Of Product Development
    Phone icon
    Serbia
    Nov 20, 2025
  • Stylized image of a person
    C. C.
    Commercial Director
    Phone icon
    United KingdomEngland
    Mar 25, 2026
  • Stylized image of a person
    S. H.
    Global Controller
    Phone icon
    United KingdomEngland
    Jan 28, 2026

Frequently Asked Questions

What is Portfolio BI known for?

Minus sign iconPlus sign icon
Portfolio BI was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 1400 Broadway Suite 2810 New York, New York United States. Explore Portfolio BI's company overview page for more information.

What is Portfolio BI's most common email format?

Minus sign iconPlus sign icon
Portfolio BI employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portfolio BI email formats with LeadIQ.

How many employees does Portfolio BI have currently?

Minus sign iconPlus sign icon
Portfolio BI has approximately 71 employees as of March 2026. These team members are located across 3 continents, including EuropeNorth AmericaAsia.

Who are Portfolio BI's key employees and leadership?

Minus sign iconPlus sign icon

As of March 2026, Portfolio BI's key employees include:

  • Chief Executive Officer: J. W.
  • Chief Technology Officer: P. G.
  • Chief Product Officer: S. M.
  • Chief Technology Officer: W. E.
  • Chief Information Security Officer: A. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.