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VerifiedFinancial Services· Founded 2020

Portfolio Bi

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.

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HeadquartersNew York, United StatesEmployees75(51 to 200)Annual revenue$1M to <$10MFounded year2020Websiteportfoliobi.comLinkedIn profileLinkedIn

Verified contacts

64

available on Kipplo

LinkedIn employees

75

51 to 200 range

Open roles

no listings

Distinct roles

41

indexed titles

Tech stack

8

tools in use

Monthly traffic

345

organic / mo

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Decision-makers and verified team members

64 contacts with verified email or phone · masked until revealed.

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Top roles at Portfolio Bi

41 distinct titles indexed · top 10 shown.

  • 7cloud operations engineer
  • 3senior implementation engineer
  • 2application support engineer
  • 2global talent acquisition manager hr coordinator
  • 2l2 senior cloud operations engineer - sea team lead
  • 2network engineer
  • 1()
  • 1() -
  • 1, -
  • 1,,
  • +31more titles

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