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Portfolio BI
Portfolio BI is a technology and services company that specializes in providing data solutions, cloud infrastructure, and investment management software for alternative asset managers, hedge funds, and buy-side firms. With over 20 years of experience, the company empowers more than 175 top-tier firms by offering integrated platforms that enhance portfolio and operational data management. The company focuses on analytics, workflow, governance, and security to address the unique data challenges faced by the alternative investment sector. Its services include business intelligence consulting, cloud infrastructure, data management, and cybersecurity. Portfolio BI's flagship products, such as PBI Axiom, PBI Vector, and PBI Stratus, are designed to automate order management, enhance workflow, and ensure data security. Headquartered in New York, with additional offices in London and Belgrade, Portfolio BI is committed to optimizing business management through automation and efficiency.
Funding
Every round, secondary, debt facility or acquisition involving Portfolio BI that Lounge tracks, newest first.
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$7M