Private Wealth Systems
Portfolio management software uniquely designed for ultra-high net worth individuals, family offices and private banks.
58 employees · est. 2015 · Mooresville, United States
Wealthy
Empowering optimal financial decisions and personalized portfolio management for maximizing your wealth.
51-200 employees · est. 2015
Side-by-Side Comparison
| Metric | Private Wealth Systems | Wealthy |
|---|---|---|
| Founded | ||
| Founded | 2015 | 2015 |
| Headquarters | ||
| Headquarters | Mooresville, United States | Not tracked yet |
| Employees | ||
| Employees | 58 | 51-200 |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Financial Services, Fintech, Mobile |
| Funding Stage | ||
| Funding Stage | Non Equity Assistance | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $1.01B |
| Funding Rounds | ||
| Funding Rounds | 1 | 6 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| 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 | Wealth Management, Portfolio Management, Asset Allocation, Diversification, Financial Planning, Investments, Stocks, Mutual Funds, Retirement Planning, Tax Saving, Portfolio Tracking, Financial Advisor, Investment Advisor, Wealth Tracker, Financial App |
| Website | ||
| Website | privatewealthsystems.com | wealthy.in |
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 describe...
About Wealthy
Wealthy is a financial technology startup founded in 2015 that focuses on empowering individuals to make optimal financial decisions and personalized portfolio management in order to maximize their wealth. The company's slogan, "Empowering optimal financial decisions and personalized portfolio manag...
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Compiled from the BounceWatch company index. We last looked at Private Wealth Systems on 14 Sep 2024, and Wealthy on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.