Portfolio BI
Portfolio BI empowers buy-side firms to take control of their portfolio and trading data through workflow, analytics, governance & security.
- Total raised
- $6M
- Latest round
- Series A
- Employees
- 72
About Portfolio BI
Portfolio BI (PBI) is a brand that specializes in connecting market-leading firms with powerful solutions in a flexible and scalable manner. With over 25 years of trusted technology expertise, PBI empowers sophisticated buy-side firms to take control of their portfolio and operational data. By integrating platforms from LUX FTS, NorthPoint, and Hentsu, PBI offers a comprehensive suite of business intelligence advisory and consulting services, including financial account reconciliation, project management, and investment tracking support. What sets PBI apart is their commitment to providing configurable solutions tailored to each client's unique business needs. Their platforms offer the most flexibility on the market, enabling clients to access, organize, and analyze data effectively. As a result, 150 top-tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have placed their trust in PBI's technology. In addition to their cutting-edge technology, PBI also prides itself on its diverse and inclusive environment, fostering a multitude of perspectives that drive innovation. With offices in London, New York, and Belgrade, PBI has a global presence in the financial services industry.
Funding & revenue at Portfolio BI
How well capitalized the business is — useful context before you scope a fractional engagement or negotiate a rate.
Total capital raised
$6M
1 known investor
Latest round
Series A · $6M
Dec 2017
Investors
Growth signals
How fast Portfolio BI is adding people, roles, and audience.
Employees
72
Reported band 51-200
LinkedIn followers
7.1K
+35.2% year over year
Headcount change
- MoM
- 0%
- QoQ
- -1.4%
- 6mo
- +7.5%
- YoY
- -2.7%
- 2yr
- +4.3%
0 people
-1 people
+5 people
-2 people
+3 people
Team composition
Where Portfolio BI concentrates its people — a read on which function a fractional leader would plug into.
By function
- Engineering2636%
- Information Technology1622%
- Business Development57%
- Operations34%
- Product Management34%
- Program And Project Management34%
- Sales23%
- Support23%
By region
- Serbia38
- Belgrade Metropolitan Area25
- United States24
- New York City Metropolitan Area20
- New York, United States15
- New York, NY10
Inside Portfolio BI
What the business focuses on, where it operates, and how employees rate it.
Specialties
Categories
Markets
Offices
- 30 Crown Place, London, EC2A 4EB, GB
- Balkanska 2 , Belgrade, 11000, RS
Jobs
1Funding, revenue, headcount, and hiring figures are third-party estimates from public sources and are not confirmed by the company. Last refreshed August 16, 2026.
About this page
This company page is automatically generated based on publicly available job postings. Company information is sourced from publicly available data and may not be complete. If you represent Portfolio BI, you can claim this page to manage and enhance it.