Portfolio BI Headquarters & Office Locations

Portfolio BI is headquartered in New York City, New York, United States. Founded in 2020, the company has 6 recorded locations across 3+ countries and employs approximately 50 people 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, United States. This is the company's primary corporate address.

Portfolio BI regional offices

Beyond its headquarters in New York City, Portfolio BI has recorded locations in United States, Serbia and United Kingdom.

Portfolio BI contact information

The main switchboard for Portfolio BI headquarters can be reached at +1 646 933 0361. Official website: portfoliobi.com.

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.