Company profile

Portfolio BI Tech Stack

Data management, analytics and managed IT for buy-side investment firms

Financial Services New York, NY 51–200 employees Founded 2020 Privately Held

Portfolio BI builds data, portfolio and operational platforms for buy-side firms, running a dual-cloud Azure and AWS footprint with Python, C#, React and Angular plus Bloomberg and CapIQ feeds. Job posts point to a modernization push: moving legacy apps to cloud and replacing spreadsheet workflows with auditable services. Hiring is minimal and senior-engineering only, suggesting targeted rather than broad build-out.

Tech Stack 73 technologies

Core StackPython C# TypeScript JavaScript React Angular NumPy Pandas AWS Tableau Confluence Terraform Azure DevOps Intune CloudWatch Datadog CloudFormation Docker Kubernetes ServiceNow Azure SQL Server Reporting Services Azure RBAC Exchange Online Azure Virtual Network Group Policy Azure Monitor GCP Bloomberg CapIQ+43 more

What Portfolio BI Is BuildingChallenges and projects from their job posts

◆Challenges

Migrating legacy applications to cloud
Replacing spreadsheets with auditable services
Disaster recovery readiness
Identity and access management ownership
Monitoring and observability gaps

▲Active Projects

Analytics platform modernization
Credit and structured product applications
Data and tooling layer build-out

Hiring Activity

Minimal2 roles · 1 in 30d

Department

Engineering

Seniority

Senior

Companies like Portfolio BI

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About Portfolio BI

Portfolio BI is a privately held company headquartered in New York, NY, founded in 2020 and sized at 51–200 employees. It serves buy-side clients such as hedge funds, asset managers, family offices and institutional investors with data management and analytics products branded PBI Axiom, PBI Vector and PBI Stratus. Its offering spans enterprise data management, security master, order and portfolio management, compliance, and managed IT and cybersecurity services. The company hires in the United States and the United Kingdom.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2020

Hiring MarketsUnited States, United Kingdom

Frequently Asked Questions

What tech stack does Portfolio BI use?

Portfolio BI uses Python, C#, TypeScript, React and Angular, with Pandas and NumPy for analytics, Azure and AWS for cloud, Terraform, Docker and Kubernetes for infrastructure, and Bloomberg and CapIQ market data.

What is Portfolio BI working on?

Job posts point to credit and structured product applications, a data and tooling layer, and modernization of its analytics platform, alongside migrating legacy applications to the cloud.

Where is Portfolio BI headquartered?

Portfolio BI is headquartered in New York, NY, and currently hires senior engineering talent in the United States and the United Kingdom.

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How this profile is built

Portfolio BI's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.