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Portfolio BI Logo
Portfolio BI Growth Score
84
CB Rank
252122
Heat Score
42
Portfolio BI is a provider of front-to-back solutions for order management, portfolio management and operational data.
Founded
obfuscation
Private New York, New York, United States51-100 www.portfoliobi.com/
Management Consulting
Overview

Portfolio BI
Growth Score
84
Heat Score
42

Growth Score84
2 pts
in past quarter
Heat Score 42
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Portfolio BI

CB Rank
252122
Portfolio BI is a provider of front-to-back solutions for order management, portfolio management and operational data.
Founded
obfuscation
Private New York, New York, United States51-100 www.portfoliobi.com/
Management Consulting

Key People

Details

Legal Name Portfolio BI, Inc.
Also Known As PBI
Operating Status Active
Company Type For Profit
About the Company
Portfolio BI is a provider of front-to-back solutions for order management, portfolio management, and operational data.
Phone Number (646) 933-0361
Contact Email info@portfoliobi.com
Predictions & Insights

Growth Insight

See this Growth Insight
Portfolio BI is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

PBI OMS (Order Management System)
A centralized enterprise solution for order and trade management, compliance, and post-trade settlement across multiple asset classes and strategies.
PBI Axiom (Security & Reference Master)
A dynamic security and reference data management system that centralizes and simplifies the management of securities, reference data, and entities with customizable workflows and audit trails.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 1 Board Members and Advisors 1 Contacts 42

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jun 23, 2026
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News•Feb 26, 2026
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News•Mar 20, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

13,895
1,278.47%
 in past month

IT Spend

$1.3MThis year, Portfolio BI is projected to spend $1.3M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Counter-Drone Technology Logo
Counter-Drone Technology
98
Google (GOOG) Logo
Google (GOOG)
91
Conflict Resolution Logo
Conflict Resolution
85

Actively Used Products

20Portfolio BI uses 20 technology products and services including HTML5, Google Tag Manager, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

29Portfolio BI is actively using 29 technologies for its website, according to BuiltWith. These include DNSSEC, Content Delivery Network, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Portfolio BI's headquarters? Portfolio BI is located in New York, New York, United States.Who are Portfolio BI's competitors? Alternatives and possible competitors to Portfolio BI may include Boosted.ai, noonum, and  WhaleBlue.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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