What departments does Portfolio BI have?

Portfolio BI has employees across 11 departments including Engineering, Operations, Information Security, Human Resources, Customer Success.

What is the largest department at Portfolio BI?

The largest department at Portfolio BI is Engineering with 10 employees.

Where are Portfolio BI employees located globally?

Portfolio BI has employees across 3 continents and 6 countries including United Arab Emirates, Serbia, United Kingdom Of Great Britain And Northern Ireland, Poland, United States Of America.

How has Portfolio BI's team size changed over time?

Portfolio BI's team has remained stable from approximately 70 to 70 employees based on available data.

Portfolio BI Employee Directory

Financial ServicesNew York, United States51-200 Employees

Portfolio BI is a financial services company headquartered in New York, New York, at 1400 Broadway, Suite 2810. It offers front-to-back solutions for order management, portfolio management, data management, and reporting for buy-side firms, delivered through integrated platforms with local technology expertise and experienced financial professionals. The company serves more than 175 hedge funds, asset managers, family offices, funds of funds, and institutional investors, and has operated for over 20 years. Portfolio BI employs between 51 and 200 people. In 2024, Portfolio BI announced the appointment of Jonathan White as Chief Executive Officer and William Ercolano as Chief Technology Officer. In 2023, the company announced a strategic partnership with Alkymi.

Portfolio BI Global Highlights

Europe
45

Serbia
35
United Kingdom Of Great Britain And Northern Ireland
9
Poland
1

North America
30

United States Of America
29
Canada
1

Asia
1

United Arab Emirates
1

Portfolio BI's Leadership

J. W.
Chief Executive Officer
Mobile Phone
Email
P. G.
Chief Technology Officer
Mobile Phone
Email
S. M.
Chief Operating Officer
Mobile Phone
Email
A. V.
Chief Information Security Officer
Mobile Phone
Email
V. V.
Head Of Product Development
Mobile Phone
Email
D. P.
Global Head Of Human Resources-Global Talent Acquisition Partner
Mobile Phone
Email
T. N.
Global Head Of Managed Services
Mobile Phone
Email
C. C.
Commercial Director
Mobile Phone
Email

Portfolio BI Employee Metrics

100%

50%

0%

2026

2025

Engineering
Banking
Program & Project Management
Information Technology
Accounting
Other
Product Management

Contact profiles from Portfolio BI

Name

Title

Contact Info

Location

Last Update

I. D.
Cloud Operations Engineer
Mobile Phone
Email
SerbiaCentral Serbia
May 26, 2026
S. D.
Automation Engineer
Mobile Phone
Email
Serbia
Apr 02, 2026
A. Q.
Software Engineer
Mobile Phone
Email
United StatesNew York
Apr 24, 2025
I. J.
Devops Consultant
Mobile Phone
Email
Apr 18, 2024
I. E.
Cloud Support Engineer
Mobile Phone
Email
Oct 18, 2024
K. K.
Client Services
Mobile Phone
Email
United StatesNew York
Oct 23, 2024
M. S.
Office Assistant
Mobile Phone
Email
United StatesNew Jersey
Feb 24, 2024
M. S.
Global Talent Acquisition Manager / Hr Coordinator
Mobile Phone
Email
SerbiaCentral Serbia
Jun 08, 2026
D. V.
Business Analyst (sme) | Software Consulting
Mobile Phone
Email
SerbiaCentral Serbia
May 17, 2026
T. O.
Ai Product Manager And Technical Architect
Mobile Phone
Email
United StatesNew York
May 26, 2026

Frequently Asked Questions

What is Portfolio BI known for?

Portfolio BI was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 1400 Broadway Suite 2810 New York, New York 10018 United States. Explore Portfolio BI's company overview page for more information.

What is Portfolio BI's most common email format?

Portfolio BI employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portfolio BI email formats with LeadIQ.

How many employees does Portfolio BI have currently?

Portfolio BI has approximately 74 employees as of June 2026. These team members are located across 3 continents, including EuropeNorth AmericaAsia.

Who are Portfolio BI's key employees and leadership?

As of June 2026, Portfolio BI's key employees include:

Chief Executive Officer: J. W.
Chief Technology Officer: P. G.
Chief Operating Officer: S. M.
Chief Information Security Officer: A. V.
Head Of Product Development: V. V.

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Portfolio BI Employee Directory

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