Portfolio BI

Portfolio BI specializes in providing comprehensive front-to-back office solutions that encompass order management, portfolio management, and operational data. As a software-as-a-service provider, the company focuses on automating various processes to help businesses gain better control over their portfolio and operational data. In addition to its software offerings, Portfolio BI provides advisory and consulting services in business intelligence and financial account reconciliation. These services enable clients to streamline functions across research, portfolio management, accounting, operations, and investor relations. By systematizing data access, the company allows businesses to quickly and efficiently analyze exposure, performance, risk, and other complex data sets.

Chris Seidita

CFO

Jonathan White

CEO

1 past transactions

Hentsū

Acquisition in 2021
Hentsū Ltd. is a technology specialist focused on providing cloud-based solutions for hedge funds and asset management companies. Established in 2015 and headquartered in London, the company offers a comprehensive suite of services that includes trade connectivity, software interfaces, and support services. Hentsū designs, implements, and manages technology systems that address the unique challenges faced by its clients, enabling them to operate in a secure and compliant cloud environment. The firm has experienced rapid growth and serves some of the largest and most innovative hedge funds globally, with additional offices in New York and a worldwide infrastructure deployment. Through its offerings, Hentsū aims to simplify technology complexities for its discerning clientele in the asset management sector.
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