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New York-based data solutions provider for alternative asset managers, including the PBI Axiom order management system.
Founded in 2020 and headquartered in New York, US, Portfolio BI, Inc. (PBI) provides data management and cybersecurity solutions for alternative asset managers. Its core product is PBI Axiom, an order management system, and clients include hedge funds, private credit firms and institutional asset managers. The company serves more than 175 financial firms globally, with a presence in New York, London and Belgrade. It was established by Jeremy Siegel, and is at the Seed stage.
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