Portfolio Bi

Portfolio management solutions for private investors & asset managers

placeNew York City, New York, United States calendar_todayFounded 2017 groups60 employees language portfoliobi.com

Social engagement

Social engagement: 7K social following, 10 posts in the last 12 months — below the industry typical range.

Investor mix

2 investors on record.

Investor typeCountShare
Bank & private debt2100%

Recent activity

1 Jul 2026
Event
3rd Annual AIMA - The Alternative Investment Management Association Technology & Innovation Day
8 Jun 2026
Event
3rd Annual AIMA - The Alternative Investment Management Association Technology & Innovation Day
Coming soon