Portfolio BI Tech Stack

Portfolio data platform for hedge funds and asset managers

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

Portfolio BI operates a multi-product data platform (Axiom, Vector, Stratus) for buy-side firms. The stack is heavily .NET-to-Python and on-premises-to-cloud: they're actively migrating legacy C# and SQL Server Reporting Services workloads onto Azure, Terraform, and Python—a modernization arc visible in their project list. All 7 open roles are senior engineers, signaling they're scaling depth rather than headcount, and the pain-point cluster (cloud reliability, legacy migrations, incident SLAs) confirms they're in the middle of a technical overhaul.

Tech Stack 64 technologies

Core StackPython .NET TypeScript React Angular NumPy pandas Confluence AWS Tableau Intune Terraform Active Directory VMware Hyper-V HTML5 Azure DevOps Server Azure SQL Server Reporting Services Exchange Online OneDrive Azure Entra ID PowerShell Bash Azure Resource Manager Bicep Azure Virtual Network ExpressRoute Azure Network Security Groups Citrix Virtual Apps and Desktops+34 more

ReplacingC# SQL Server Reporting Services

What Portfolio BI Is Building

◆Challenges

Moving legacy applications to cloud
Replacing ad-hoc spreadsheets
Modernizing legacy analytics platform
Reliability and security of financial services environment
Continuous improvement of technology environment
Reliability of cloud infrastructure
Incident response sla compliance
Automation of operational workflows
Building data and tooling layer

▲Active Projects

Full-stack applications for credit platforms
Integration of third-party systems
Migration of legacy .net/c# applications
Modernizing analytics platform
Building data tooling layer
Moving legacy apps to cloud
Supporting market data platforms and vendor integrations
Maintaining pbi axiom, pbi vector, pbi stratus
Infrastructure-as-code deployment automation
Automation script development for operations

Hiring Activity

Accelerating7 roles · 7 in 30d

Department

Engineering

Support

Seniority

Senior

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About Portfolio BI

Portfolio BI builds enterprise data management and analytics platforms for hedge funds, asset managers, family offices, and institutional investors. Founded in 2020, the company serves over 175 buy-side firms with a suite of integrated products covering portfolio management, operational data, compliance, and market data integration. The technical footprint spans both legacy on-premises infrastructure (.NET, SQL Server, Citrix/VMware) and modern cloud deployment (Azure, Python, Infrastructure-as-Code), with active modernization of analytics layers and cloud migration underway. Services extend into IT operations, cyber security, and managed security services.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2020

Hiring MarketsUnited States, Serbia

Frequently Asked Questions

What tech stack does Portfolio BI use?

Python, .NET, TypeScript, React, Angular, Azure, AWS, Tableau, SQL Server Reporting Services, Azure DevOps, Terraform, Bicep, and virtualization platforms (Citrix, VMware, Hyper-V). They're migrating from C# and SQL SSRS toward Python and cloud-native tooling.

What is Portfolio BI working on?

Cloud migration of legacy .NET/C# apps, modernizing their analytics platform, building data tooling layers, infrastructure automation (Terraform/Bicep), third-party system integrations, and supporting market data platforms for their Axiom, Vector, and Stratus product lines.

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.