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Portfolio BI Tech Stack

Portfolio data platform for institutional investment managers

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

Portfolio BI serves buy-side firms with integrated data management, compliance, and analytics across portfolio and operational workflows. The tech stack is heavily Microsoft-centric (Azure, Entra, Teams, SharePoint) with Bloomberg and CapIQ feeds, plus containerization (Docker, Kubernetes) and observability (Datalog, CloudWatch, Datadog) — a pattern typical of firms managing large, regulated datasets. Early-stage AI/ML work and proof-of-concept velocity suggest product roadmap expansion beyond their core data-access offering.

Tech Stack 50 technologies

Core StackIntune Windows Server Active Directory CloudWatch Datadog Python Terraform CloudFormation Docker Kubernetes ServiceNow Azure Exchange Online SharePoint OneDrive Azure Entra ID Teams VPC Azure Virtual Network VPN DNS Group Policy Azure Monitor Google Cloud Logging PowerShell Bash Git ARM Bloomberg CapIQ+20 more

What Portfolio BI Is Building

◆Challenges

Optimizing cloud infrastructure
Escalating support issues
Data workflow and analytics improvement
Trading and portfolio management enhancement
Modernizing legacy systems

▲Active Projects

Enhancing software solutions for data workflow and analytics
User acceptance testing for new features
Early ai product life cycle initiatives
Proof of concept and minimum viable products
Ai and machine learning initiatives

Hiring Activity

Steady7 roles · 3 in 30d

Department

Engineering

2

Support

2

Data

1

Product

1

Seniority

Intern

3

Senior

2

Mid

1

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About Portfolio BI

Portfolio BI builds data management and analytics platforms for hedge funds, asset managers, family offices, and institutional investors. The product suite includes PBI Axiom, PBI Vector, and PBI Stratus, covering enterprise data management, security master data, order and portfolio management, and compliance workflows. Founded in 2020, the company operates from New York with 51–200 employees and maintains hiring in the United States and Serbia. Their client base spans over 175 institutional firms.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2020

Hiring MarketsUnited States, Serbia

Frequently Asked Questions

What is Portfolio BI's tech stack?

Azure, Exchange Online, SharePoint, OneDrive, Teams, Intune, Active Directory, Kubernetes, Docker, Datadog, CloudWatch, Bloomberg, and CapIQ. Infrastructure spans Azure, VPC, and Google Cloud Logging.