Portfolio BI is a data-centric company founded in 2020 with the slogan "It’s all about data. | PBI Axiom, PBI Vector, & PBI Stratus." The company is focused on empowering sophisticated buy-side firms to take control of their portfolio and operational data. Through integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions, Portfolio BI's clients benefit from its services. With a history of over 20 years, the company has gained the trust of over 175 top-tier hedge funds, asset managers, family offices, funds of funds, and institutional investors. Portfolio BI's commitment goes beyond data access, organization, and analysis; it extends to helping clients act on the insights derived from the data. While the specific industries catered to are not explicitly mentioned, the company is headquartered in the United States.
Overall, Portfolio BI's focus on data solutions for buy-side firms, extensive industry experience, and a wide client base make it a noteworthy player in the data empowerment sector. Although information on the last investment and investors is not available, the company's established presence in the industry could attract potential interest from venture capitalists and investors looking for promising opportunities in the data management and financial technology space.
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