About Portfolio BI

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS, NorthPoint, and Hentsu, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. Portfolio BI offers business intelligence advisory and consulting services in the field of financial account reconciliation, in addition to business intelligence and financial project management services and support of investment tracking

We don't just help you access, organize, and analyze your data; we help you act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to your unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years.
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Meet the Team

Our leadership team consists of financial services experts and technology veterans. We are dedicated to supporting our clients along with their strategic roadmap.

Since our entire leadership team is rooted in the financial services industry, we place great emphasis on expanding our vertical-specific expertise.
Jonathan White
Chief Executive Officer
Chris Seidita
Chief Financial Officer
Ewelina Obrzut
Global Head of Professional Services, Cloud
Tatjana Nikolic
Global Head of Managed Services
James Greenway
Business Development Director
Sumit Mahajan, CAIA, FRM
Managing Director, Head of Client Service
William Ercolano
Chief Technology Officer
At Portfolio BI, we strive to create the best solutions for our clients. To ensure we develop the most effective and creative solutions, the company is focused on maintaining a diverse and inclusive environment. We believe that a multitude of perspectives will enrich our discussions and allow us to serve a wide variety of clients. We believe diversity drives innovation.

Interested in joining our team? View Careers

Our Offices

London icon

30 Crown Place,
London, EC2A 4EB

+44 20 3857 1630

New York icon
New York

110 West 40th Street, 3rd Floor
New York, NY 10018


Serbia icon

Balkanska 2
Belgrade, 11000

+381 11 205 5172

Recognized as a leader in the financial services industry

HFM US Service Awards 2023
Winner – Most Innovative Technology Firm

HFM US Service Awards 2022
Best OMS - Winner

HFM US Technology Awards
Best Data Management Product - Winner

AltCredit Fund Intelligence US Services Awards 2021 Winner Badge

Alt Credit Fund Intelligence US Services Awards 2020
Best Trading Technology - Winner

Drawdown Service Provider Awards 2020 Finalist Badge

The Drawdown Service Provider Awards 2020
Finalist - Technology Information & Data Provider

Fund Intelligence Operations & Services Awards 2021 Shortlist Badge

Fund Intelligence Operations & Services Awards 2021
Shortlisted for Best Data Management Solution- Back/Middle Office, Best Front Office Technology Provider, and Best Portfolio Management System (PMS)

DMI Awards 2020 from A-Team Group Shortlist Badge

Data Management Insight Awards 2020
Shortlisted for five categories, 
including best cloud-based data management solution

HFM US Services Awards 2020 Winner - Best Data Management Solution - Portfolio BI

HFM US Services Awards
Best Data Management
Solution - Winner