WE

William Ercolano

Chief Technology Officer

Portfolio BI

New York, New York


Contact Information

Email
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LinkedIn

Company Information

Company
Portfolio BI
Industry
financial services
Employees
72.0
Seniority
C suite
Annual Revenue
7333000.0
Total Funding
6000000.0
Latest Funding
Series A

Professional Summary

William Ercolano serves as Chief Technology Officer at Portfolio BI. Portfolio BI operates in the financial services sector with approximately 72.0 employees. The company is headquartered in New York, New York. Portfolio BI generates annual revenue of 7333000.0. To date, Portfolio BI has raised 6000000.0 in total funding, with the most recent round being Series A.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • We have verified contacts for 2 executives at Portfolio BI.
  • 6,952 executive contacts are available in New York.
  • Our database includes 201,468 c suite-level executives.

Technologies

Amazon SES Sendgrid Mimecast Outlook Pardot Microsoft Office 365 GoDaddy Hosting Hubspot Atlassian Cloud Microsoft Azure Webflow Varnish Typekit WordPress.org Google Font API Google AdSense Google Dynamic Remarketing DoubleClick Google Tag Manager Google Maps Mobile Friendly Google Analytics DoubleClick Conversion Remote

Keywords

enterprise data management security master oms pms compliance mssp it services cyber security data workflow data analytics data governance investment technology saas private credit data solutions alternative asset managers data management portfolio management order management system investment book of records machine learning data extraction compliance engine securities markets investment management hedge funds institutional investors data integration performance metrics automated workflows operational efficiency reference data management high-speed analytics real-time data access data visualization client support services customized reporting financial services it data security cloud infrastructure data transformation digital transformation scalability data workflow optimization apis for trading platforms ai-powered insights portfolio optimization data-driven decision making intuitive user interface cross-asset functionality saas solutions data privacy end-to-end service model human-in-the-loop verification visual data insights market data intelligence information technology & services computer & network security computer software artificial intelligence financial services enterprise software enterprises b2b internet infrastructure internet

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Outreach Guidance — financial services Sector

Financial services executives like William Ercolano prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

William Ercolano's Position in the MessageCEO Database

  • William Ercolano is 1 of 2 verified executive contacts we track at Portfolio BI.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 6,778 verified executive contacts in New York are in the database.
  • 39 verified contacts work at financial services companies in the 72.0 employee range (same size as Portfolio BI).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.

Frequently Asked Questions

How do I reach William Ercolano directly?

William Ercolano's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Portfolio BI. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does William Ercolano work for?

William Ercolano is Chief Technology Officer at Portfolio BI, a company in the financial services sector with 72.0 employees. The company is based in New York, New York.

Can I pitch or sell to William Ercolano?

As Chief Technology Officer at Portfolio BI, William Ercolano is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach William Ercolano directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is William Ercolano in?

William Ercolano works in the financial services industry as Chief Technology Officer at Portfolio BI. MessageCEO provides verified contact information for executives across all major industries.

Is William Ercolano's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. William Ercolano's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: July 29, 2026

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