Portfolio BI

Portfolio BI (PBI) is a technology company based in New York, established in 2020 through the merger of LUX FTS, NorthPoint, and Hentsu. The company focuses on providing comprehensive investment management software and cloud infrastructure services tailored for global alternative asset managers, including hedge funds, family offices, and institutional investors. PBI's mission is to empower buy-side firms to manage their portfolio and operational data effectively. The company offers a suite of integrated platforms, including PBI Axiom, an Order Management and Portfolio Management System; PBI Vector, an Enterprise Data Management solution; and PBI Stratus, which provides IT services and data management in the public cloud. These solutions are designed to enhance data workflow, analytics, governance, and security, helping clients optimize their investment operations. With offices in New York, London, and Belgrade, Portfolio BI employs around 60 people and serves a sophisticated clientele in the alternative investment industry. The company has a strong emphasis on improving data management and compliance, supporting strategic investment management and operational excellence.

Financial Services New York, United States Founded 2020 ~67 employees Private · Series A

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Employees
67
+6.3% in the 3 months to Jun 2025
Revenue / employee
$109K
Revenue ~$7.3M
Total funding
$6M
Last round Series A, Dec 2017
12-month attrition
14.3%
Tech: 18.7%
H1B filings, FY2025
1
Sponsors visas
Open jobs
4
Last 30 days

H-1B sponsorship

H-1B Sponsorship Limited
H-1B Filings by Department
Engineering1

Funding

  • Dec 2017 · Series A · $6M

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Portfolio BI FAQ

How many employees does Portfolio BI have?

Portfolio BI has about 67 employees, up 6.3% over the 3 months to Jun 2025.

Does Portfolio BI sponsor H1B visas?

Yes. Portfolio BI filed 1 H1B (LCA) application in FY2025, according to the latest U.S. Department of Labor disclosures. It was for a Engineering role.

What is Portfolio BI's revenue per employee?

Portfolio BI makes about $109K in revenue per employee, based on $7.33M annual revenue and 67 employees.

How much funding has Portfolio BI raised?

Portfolio BI has raised $6M in total funding; its latest round was Series A in Dec 2017.

Data from Company Prospectus, DOL LCA disclosures, WARN notices and 6figr salary profiles.