Portfolio bi Headquarters & Office Locations

Portfolio bi (Private) is headquartered in New York City, New York, United States. Founded in 2020, the company operates across 3 countries with approximately 50 employees worldwide.

Where is Portfolio bi's main office?

Portfolio bi's main headquarters office is located at 1400 Broadway Suite 2810, New York City, New York 10018. This serves as the company's primary corporate address and is home to its executive leadership team.

Portfolio bi regional offices

Beyond its headquarters in New York City, Portfolio bi maintains 6 offices across 3 countries. Regional offices span 3 countries.

Portfolio bi contact information

The main switchboard for Portfolio bi headquarters can be reached at 446469330361. For investor relations, visit portfoliobi.com/investor-relations.

What does Portfolio bi do?

LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.