Portfolio BI - About the company
Portfolio BI is a series A company based in New York City (United States), founded in 2017. It operates as a Portfolio management solutions for private investors & asset managers. Portfolio BI has raised $6M in funding. The company has 216 active competitors, including 27 funded and 24 that have exited. Its top competitors include companies like Oxane Partners, Chronograph and Maybern.
Company Details
- Website
- www.portfoliobi.com/
- Social
Key Metrics
Founded Year
2017
Location
New York City, United States
Stage
Series A
Total Funding
$6M in 2 rounds
Latest Funding Round
Ranked
5th among 216 active competitors
Employee Count
72 as on Jul 31, 2026
Investment & Acquisitions
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Portfolio BI's funding and investors
Portfolio BI has raised a total funding of $6M over 2 rounds. Its first funding round was on Dec 08, 2017. Its latest funding round was a Conventional Debt round on Feb 26, 2026 for $*****. 1 investor participated in its latest round. Portfolio BI has 2 institutional investors.
Here is the list of recent funding rounds of Portfolio BI:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Feb 26, 2026 | 7940863 | Conventional Debt | 2866885 | 4654611 | 8698766 | 6183038 |
Dec 08, 2017 | 9357679 | Series A | 6573932 | 9106206 | 9819772 |
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Portfolio BI's founders and board of directors
Founder? Claim ProfilePortfolio BI's employee count trend
Portfolio BI has 72 employees as of Jul 26. Here is Portfolio BI's employee count trend over the years:
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Portfolio BI's Competitors and alternates
Top competitors of Portfolio BI include Oxane Partners, Chronograph and Maybern. Here is the list of Top 10 competitors of Portfolio BI, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Oxane Partners 2014, London (United Kingdom), Seed | Provider of tech-driven solutions for private credit portfolio management | $321K | 59/100 | |
2nd | Chronograph 2016, Brooklyn (United States), Series A | Cloud-based portfolio management solutions for private market investors | - | 56/100 | |
3rd | Maybern 2021, New York City (United States), Series B | Portfolio management solution for private funds | $75.9M | 55/100 | |
4th | _1577950710605.png?devicePixelRatio=2&height=30&width=30){kind=logo} Cognitive Credit 2017, London (United Kingdom), Series B | Provider of credit market data and analytics for investors | $18.1M | 53/100 | |
5th |  Portfolio BI 2017, New York City (United States), Series A | Portfolio management solutions for private investors & asset managers | $6M | 52/100 | |
6th | Omega Point 2013, San Francisco (United States), Series A | Investment intelligence platform empowering better decisions with data and AI | $3.17M | 51/100 | |
7th | Nirvana Financial Solutions 2006, New York City (United States), Acquired | Portfolio Management solution | $2.02M | 50/100 | |
8th |  Asseta 2023, New York City (United States), Seed | Asseta | The Intelligent Family Office Suite™ | $4.2M | 49/100 | |
9th | Preqin Solutions 2005, London (United Kingdom), Acquired | Portfolio Management solution for Private Equity firms | - | - | 49/100 |
10th | CMG 2015, Chicago (United States), Series C | Platform offering asset management solutions | $62.5M | 49/100 |
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Portfolio BI's Investments and acquisitions
Portfolio BI has acquired Hentsu. Portfolio BI has not made any investments as of now.Reports related to Portfolio BI
Here is the latest report on Portfolio BI's sector:
News related to Portfolio BI
Filter this listMedia has covered Portfolio BI for a total of 3 events in the last 1 year, 1 of them has been about partnerships and 1 about people movement.
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PBI Welcomes Simona Stunguryte as Head of Growth and Partnership Solutions, EMEAPortfolio BI•Jul 23, 2026•Portfolio BI
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Portfolio BI Partners with Bigleaf Networks to Improve Application PerformancePortfolio BI•Jul 08, 2026•Portfolio BI
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Portfolio BI Receives Investment from Decathlon Capital PartnersPR Newswire•Feb 27, 2026•Portfolio BI, Decathlon Capital Partners
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Portfolio BI Completes the Acquisition of Managed Service Provider HentsūAiThority•Feb 24, 2021•Portfolio BI, Hentsu
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LUX FTS and NorthPoint merge to form Portfolio BIPE Hub•Jun 17, 2020•NorthPoint Group, Portfolio BI, UBS
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New Branding Fortifies LUX FTS's Position as the Industry LeaderPR Newswire•Feb 12, 2019•Portfolio BI
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