Private Wealth Systems, Inc.

Finance, Financial Services, FinTech, Information Technology, Personal Finance, Software, Wealth Management
Founded in 12/20/14
Charlotte, North Carolina, United States
For Profit

About Private Wealth Systems, Inc.

Private Wealth Systems empowers the 13.7 million high net worth investors who collectively control $52.6 trillion in global private wealth, and their advisors, with the information they need to understand which managers and what investments are driving risk, return, income and expense across their entire wealth, regardless of manager, custodian, asset class, country or ownership structure in order to make informed decisions to preserve and growth their wealth. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding of the drivers of risk and return across all of their investments, regardless of complexity, asset class, or entity structure.

Company Metrics

  • Employees: Nov-50
  • Monthly Visits: None
  • Tech Stack: 18 active products

Financial Information

  • Estimated Revenue: $1M to $10M
  • Total Funding: None USD
  • Last Funding: None (Non-equity Assistance)
  • Funding Status:

Technology Stack

Private Wealth Systems, Inc. actively uses 18 products in their tech stack.

Market Presence

Industries: Finance, Financial Services, FinTech, Information Technology, Personal Finance, Software, Wealth Management

Headquarters: Charlotte, North Carolina, United States