What departments does Portfolio BI have?

Portfolio BI has employees across 14 departments including Information Security, Product Management, Sales, Customer Success, Recruiting.

What is the largest department at Portfolio BI?

The largest department at Portfolio BI is Engineering with 4 employees.

Where are Portfolio BI employees located globally?

Portfolio BI has employees across 3 continents and 6 countries including United Arab Emirates, Serbia, United Kingdom Of Great Britain And Northern Ireland, Poland, United States Of America.

How has Portfolio BI's team size changed over time?

Portfolio BI's team has grown from approximately 70 to 74 employees based on available data.

Portfolio BI Employee Directory

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.

Portfolio BI Global Highlights

Europe
42

Serbia
33
United Kingdom Of Great Britain And Northern Ireland
8
Poland
1

North America
29

United States Of America
28
Canada
1

Asia
1

United Arab Emirates
1

Portfolio BI's Leadership

A. V.
Chief Information Security Officer
Mobile Phone
Email
V. V.
Head Of Product Development
Mobile Phone
Email
T. N.
Global Head Of Managed Services
Mobile Phone
Email
C. C.
Commercial Director
Mobile Phone
Email
A. S.
Lead Customer Success Manager
Mobile Phone
Email
M. S.
Global Talent Acquisition Manager / Hr Coordinator
Mobile Phone
Email
M. D. B. H.
Finance Manager
Mobile Phone
Email
P. M.
Team Lead Manager
Mobile Phone
Email

Portfolio BI Employee Metrics

100%

50%

0%

2026

2025

Engineering
Banking
Program & Project Management
Information Technology
Accounting
Other
Product Management

Contact profiles from Portfolio BI

Name

Title

Contact

Location

Last Update

I. F.
Senior Software Engineer Team Lead
Mobile Phone
Email
Oct 16, 2024
S. H.
Global Controller
Mobile Phone
Email
United Kingdom, England
Sep 11, 2026
A. M.
It Project And Program Management
Mobile Phone
Email
Serbia, Central Serbia
Jun 27, 2026
A. O.
L2 Cloud Operations Engineer
Mobile Phone
Email
United Kingdom, England
Jun 25, 2026
D. V.
Business Analyst | Software Consulting
Mobile Phone
Email
Serbia, Central Serbia
Sep 03, 2026
N. G.
Network Engineer
Mobile Phone
Email
Serbia, Central Serbia
Aug 30, 2026
B. D.
Cloud Operations Engineer
Mobile Phone
Email
Serbia, Vojvodina
Apr 02, 2026
I. D.
Cloud Operations Engineer
Mobile Phone
Email
Sep 10, 2026
S. D.
Automation Engineer
Mobile Phone
Email
Serbia
Sep 14, 2026
I. J.
Devops Consultant
Mobile Phone
Email
Apr 18, 2024

Frequently Asked Questions

What is Portfolio BI known for?

Portfolio BI was founded in 2020 and operates in the Financial Services industry. Explore Portfolio BI's company overview page for more information.

What is Portfolio BI's most common email format?

Portfolio BI employees' email format typically follows the pattern of First.Last@portfoliobi.com. 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?

Portfolio BI has approximately 70 employees as of August 2026. These team members are located across 3 continents, including Europe, North America and Asia.

Who are Portfolio BI's key employees and leadership?

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

Chief Information Security Officer: A. V.
Head Of Product Development: V. V.
Global Head Of Managed Services: T. N.
Commercial Director: C. C.
Lead Customer Success Manager: A. S.

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Portfolio BI Employee Directory

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