Portfolio BI empowers buy-side firms to take control of their portfolio and trading data through workflow, analytics, governance & security.
Location: United States
Investors 1
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Mentions in press and media 4
| Date | Title | Description |
| 04.03.2026 | Portfolio BI: Multi-Million-Dollar Growth Investment To Advance AI Capabilities | Portfolio BI, a New York City-based provider of data solutions for alternative investment managers, has secured a multi-million-dollar growth investment from Decathlon Capital Partners to accelerate the development of artificial intelligenc... |
| 20.03.2024 | Portfolio BI announce appointment of Jonathan White as CEO | NEW YORK, March 20, 2024 /PRNewswire/ -- Portfolio BI, a world leader in investment management solutions to the alternative asset community, today announced that Jonathan White has been appointed as the new Chief Executive Officer, effectiv... |
| 23.02.2021 | Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū | NEW YORK, Feb. 23, 2021 /PRNewswire/ -- Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announced it has completed the acquisition of H... |
| 23.02.2021 | Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū | Acquisition will Strengthen and Expand Portfolio BI's Offering to include FinTech Managed Cloud Services, Data Science, and DevOps NEW YORK, Feb. 23, 2021 /PRNewswire/ -- Portfolio BI, a leading provider of front-to-back solutions for order... |