Portfolio BI
Portfolio BI empowers buy-side firms to take control of their portfolio and trading data through workflow, analytics, governance & security.
- Est. revenue
- $10M–$20M
- Employees
- 76
Funding & revenue at Portfolio BI
How well capitalized the business is — useful context before you scope a fractional engagement or negotiate a rate.
Estimated annual revenue
$10M–$20M
Modeled range, not company-reported
Growth signals
How fast Portfolio BI is adding people, roles, and audience.
Employees
76
Reported band 51-200
LinkedIn followers
7.3K
+38.4% year over year
Headcount change
- MoM
- +5.6%
- +4 people
- QoQ
- +8.6%
- +6 people
- 6mo
- +7%
- +5 people
- YoY
- +2.7%
- +2 people
- 2yr
- +13.4%
- +9 people
Team composition
Where Portfolio BI concentrates its people — a read on which function a fractional leader would plug into.
By function
- Engineering2634%
- Information Technology1621%
- Business Development57%
- Operations34%
- Product Management34%
- Program And Project Management34%
- Sales23%
- Support23%
By region
- Serbia37
- United States25
- Belgrade Metropolitan Area24
- New York City Metropolitan Area21
- New York, United States15
- New York, NY10
Inside Portfolio BI
What the business focuses on, where it operates, and how employees rate it.
Specialties
Enterprise Data ManagementSecurity MasterOMSPMSComplianceMSSPIT ServicesCyber SecurityData WorkflowData AnalyticsData GovernanceInvestment TechnologySaaSPrivate CreditAI
Categories
Business IntelligenceIT ManagementInformation ServicesInformation TechnologyManagement ConsultingSaaSSoftwareInvestment & Asset ManagementFinance
Markets
PRIVATE
Offices
- 30 Crown Place, London, EC2A 4EB, GB
- Balkanska 2 , Belgrade, 11000, RS
Competitors
Companies in the same market as Portfolio BI.
http://www.transcore.comhttp://www.capis.comhttp://www.compatibl.comhttps://leverx.com/http://www.pibgroup.co.ukhttps://www.loyos-bi.dehttps://www.finbourne.comhttp://www.ppbcapitalpartners.comhttp://www.lumyna.comhttp://www.btbp.orghttps://evidentiagroup.com/implementedportfolios/http://www.brightpt.comhttps://factbook.co.ukhttp://pae.comhttps://berrywise.aihttp://www.twinpikes.com
Portfolio BI in the news
Recent coverage picked up alongside the firmographic refresh.
- Fund Update: New $8.3M $LYG stock position opened by BI Asset Management Fondsmaeglerselskab A|S
Aug 2026
- Delta Reveal Launches Platform That Gives Investment Managers Early Visibility into Corporate Transitions
Jun 2026
- Portfolio BI and ACA team up
Mar 2026
- Portfolio BI, Decathlon Capital Partners Reach Agreement on Significant Investment to Strengthen Platform's AI Capabilities
Feb 2026
- Portfolio BI gets new CTO
Oct 2025
- Portfolio BI announce appointment of Jonathan White as CEO
Mar 2024
Jobs
1
Funding, revenue, headcount, and hiring figures are third-party estimates from public sources and are not confirmed by the company. Last refreshed October 20, 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.