Portfolio BI

portfoliobi.com

financial services

portfoliobi.com

New York, New York, United States

51-200 employees

7333000 revenue

LinkedIn Profile

About Portfolio BI

enterprise data management, security master, oms, pms, compliance, mssp, it services, cyber security, data workflow, data analytics, data governance, investment technology, saas, private credit, ai, workflow automation, private markets data extraction, managed services, ai conversational interface, private markets

Portfolio BI's Tech Stack

Decision Makers at Portfolio BI

1 contact

William Ercolano

Chief Technology Officer

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24 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

HubSpot users typically run inbound-led sales motions. Products that integrate with HubSpot (email automation, CRM enrichment, ABM platforms) are natural fits.

Portfolio BI's Position in the StackWho Database

• Portfolio BI is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 23,956 companies in New York are in the StackWho database.
• 2,266 financial services companies are in the 51-200 employee range (same size as Portfolio BI).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Portfolio BI use?

Portfolio BI uses Amazon SES, Sendgrid, Mimecast, Outlook, Pardot, Microsoft Office 365, and 18 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Portfolio BI?

StackWho has verified email addresses for 1 decision maker at Portfolio BI. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Portfolio BI directly for sales, recruiting, or partnerships.

What industry is Portfolio BI in?

Portfolio BI operates in the financial services industry, headquartered in New York, New York, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Portfolio BI's contact data?

Yes. StackWho Pro members can export decision maker contact data for Portfolio BI and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.