Portfolio BI

  • Financial Services
  • New York NY
  • 67 employees
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Company Overview

Headquarters
110 West 40th Street, 3rd floor, New York NY
Website
portfoliobi.com
Phone
(646) 933-0361
Employees
67
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Portfolio BI

Portfolio BI (PBI), a leading provider of data solutions, is headquartered in New York, New York. The company has 67 employees and generates an annual revenue of $50 million. PBI was formed through the merger of LUX FTS, NorthPoint, and Hentsu. PBI specializes in empowering sophisticated buy-side firms to manage their portfolio and operational data. Their integrated platforms offer customers access to local technological expertise and seasoned financial professionals. PBI's solutions go beyond simply organizing and analyzing data; they focus on helping clients act on their insights. PBI's platforms are highly configurable, allowing them to be tailored to the specific needs of each client. The company has a long history of success, with over 25 years of experience serving 150 top-tier hedge funds, asset managers, family offices, funds of funds, and institutional investors. For more information, visit PBI's website at www.portfoliobi.com or follow them on Twitter at www.twitter.com/portfoliobi.

Company Leadership

Jonathan White

Chief Executive Officer

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FAQ

What is the location of Portfolio BI's headquarters?
The headquarters of Portfolio BI are situated at 110 West 40th Street, 3rd floor, New York NY
What is Portfolio BI's phone number?
Portfolio BI's contact number is (646) 933-0361.
What is Portfolio BI's official website?
The official website of Portfolio BI can be found at portfoliobi.com.
What is Portfolio BI's current revenue?
As of April 2024, Portfolio BI's annual revenue reached $50B.
How many employees does Portfolio BI currently have?
Portfolio BI employs approximately 67+ people as of April 2024
Which industries is Portfolio BI primarily operating in?
Portfolio BI operates in the following industries: Credit, Finance
Who is the Chief Executive Officer of Portfolio BI?
Portfolio BI's Chief Executive Officer is Jonathan White

Employee Directory

Key Employees

Jonathan White

Chief Executive Officer

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Tyler Winmill

Project Manager

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Efrain Rodriguez

Cloud Operations Engineer

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Dana Perretti

Lead Tech Recruiter/HR Business Partner

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Shawn Muldoon

Head of Sales, NA

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Arcangelo Petretta

Client Implementation Specialist

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Adam Freudenstein

Sales Operations and Marketing Associate

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