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Private Wealth Systems logo — Portfolio management software uniquely designed for ultra-hi...

Private Wealth Systems

Portfolio management software uniquely designed for ultra-high net worth individuals, family offices and private banks.

Founded 2015 United States Mooresville, United States 58 employees Non Equity Assistance Finance, Financial Services +3

General Information

Company Name Private Wealth Systems
Founded Year 2015
Location United States Mooresville, United States
Founders / Decision Makers
Team member
Employees 58
Industries Finance, Financial Services, Fintech +2
Funding Stage Non Equity Assistance
Social

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About Private Wealth Systems

Private Wealth Systems is a **Finance** and **Fintech** startup headquartered in the **United States**. Founded in **2014**, the company offers a **portfolio management software** uniquely tailored for **ultra-high net worth individuals, family offices, and private banks**. The platform, as described by the company, aims to enhance efficiency, accuracy, and agility in UHNW portfolio management through its cloud-based solution. **Private Wealth Systems** has attracted investments, with the latest being a **Non-Equity Assistance** investment in **21 October 2020** from **FinTech Sandbox** and **MassChallenge**. The company's unique approach to portfolio management has shown promise and potential, as it addresses the specific needs of UHNW individuals and institutions in managing investment data, ensuring accuracy, reporting on multi-asset class portfolio performance, and navigating complex investment portfolios effectively over time. The technology platform provided by **Private Wealth Systems** equips investors with critical insights necessary to manage portfolio performance, risk, and liquidity. This positions the company as a key player in the **Wealth Management** and **Financial Services** industries, catering to a niche yet vital market segment. With its focus on precision and innovation in UHNW portfolio management, **Private Wealth Systems** presents an intriguing opportunity for venture capitalists seeking to invest in cutting-edge fintech solutions that serve the needs of the ultra-wealthy. For more information, visit privatewealthsystems.com.

Taxonomy: Portfolio management software, Ultra-High Net Worth, Family offices, Private banks, Cloud-based platform, Investment data aggregation, Multi-asset class portfolio management, Consolidated wealth reporting, Transaction-level transparency, Wealth management technology, Investment performance calculation, Financial technology, Private wealth management, Consolidated investment reporting, Multi-custodial reporting

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Non Equity Assistance Undisclosed 2
FinTech Sandbox MassChallenge
FinTech Sandbox, MassChallenge
21 Oct 2020

Private Wealth Systems Alternatives & Competitors

Private Wealth Systems vs
SEI Family Office Services
SEI Family Office Services United States

Wealth management technology and outsourced service solutions for family offices and financial insti...

84 employees
Financial Services, Wealth Management
Private Wealth Systems vs
PCR Financial Aggregation
PCR Financial Aggregation United States

Wealth Management's Most Trusted Financial Aggregation Utility

Venture round
167 employees
Big Data, Data Analytics
Compare Private Wealth Systems vs PCR Financial Aggregation
Private Wealth Systems vs
Prairie Capital Management Group, LLC
Prairie Capital Management Group, LLC United States

A wealth management consulting firm focused on our clients'​ goals.

37 employees
Financial Services, Wealth Management
Also compare with: Private Wealth Systems vs Wren Investment Office Wren Investment Office Private Wealth Systems vs Private Client Holdings Private Client Holdings

FAQ About Private Wealth Systems

Portfolio management software uniquely designed for ultra-high net worth individuals, family offices and private banks.
Private Wealth Systems was founded in 2015.
Private Wealth Systems is headquartered in Mooresville, United States.
Private Wealth Systems operates in Finance, Financial Services, Fintech, Information Technology and Wealth Management. Its work centres on Portfolio management software, Ultra-High Net Worth, Family offices and Private banks.
Private Wealth Systems has approximately 58 employees.
Private Wealth Systems has completed 1 funding round. The latest funding stage is Non Equity Assistance.
Top alternatives and competitors to Private Wealth Systems include SEI Family Office Services, PCR Financial Aggregation, Prairie Capital Management Group, LLC, Graypoint LLC, Canopy. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Private Wealth Systems and SEI Family Office Services are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Private Wealth Systems, https://bouncewatch.com/company/private-wealth-systems, updated 30 November 2024. When citing, please name BounceWatch and link this page.

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