Portfolio BI Revenue

Financial Services • 1400 Broadway, Suite 2810, United States • 51-100 Employees

Portfolio BI revenue & valuation

Annual revenue	$7,333,333
Revenue per employee	$96,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$23,500,000
Total funding	No funding

Key Contacts at Portfolio BI

Jonathan White

Chief Executive Officer

Chris Cattermole

Commercial Director

Michael Dittenhoefer

Commercial Director

Vesna Varga

Head Of Product Development

William Ercolano

Chief Technology Officer

Company overview

Headquarters	1400 Broadway, Suite 2810, New York, NY 10018, US
Phone number	+16469330361
Website	portfoliobi.com
NAICS	52
SIC	737
Keywords	Saas, It Services, Data Analytics, OMS, Data Governance, Cyber Security, Compliance, PMS, AI, Enterprise Data Management, Mssp, Private Credit, Security Master, Investment Technology, Data Workflow
Founded	2020
Employees	51-100
Socials

Portfolio BI Email Formats

Portfolio BI uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@portfoliobi.com), used 97.9% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@portfoliobi.com	97.9%
{first initial}.{last name}	j.doe@portfoliobi.com	2.1%

About 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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Portfolio BI has 48 employees across 10 departments.

Departments

Number of employees

Funding Data

Portfolio BI has never raised funding before.

Portfolio BI Tech Stack

Discover the technologies and tools that power Portfolio BI's digital infrastructure, from frameworks to analytics platforms.

Amazon SES

Elementor Header & Footer Builder

WordPress plugins

Site Kit

Analytics

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

Frequently asked questions

Portfolio BI is located in 1400 Broadway, Suite 2810, US.

You can reach Portfolio BI at +16469330361.

Portfolio BI generates an estimated annual revenue of $7,333,333. This revenue figure reflects the company's market position and business performance in its industry.

Portfolio BI has an estimated valuation of $23,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Portfolio BI was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Portfolio BI has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Portfolio BI

Jonathan White

Chief Executive Officer

Chris Cattermole

Commercial Director

Michael Dittenhoefer

Commercial Director

Vesna Varga

Head Of Product Development

William Ercolano

Chief Technology Officer