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
Wren Investment Office
We are an award winning multi-family office, offering wealth management, investment advisory & family office services.
15 employees · est. 2016 · London, United Kingdom
Private Wealth Systems is the older company (2015 vs 2016); Private Wealth Systems is the larger of the two.
Side-by-Side Comparison
| Metric | Private Wealth Systems | Wren Investment Office |
|---|---|---|
| Founded | ||
| Founded | 2015 older | 2016 |
| Headquarters | ||
| Headquarters | Mooresville, United States | London, United Kingdom |
| Employees | ||
| Employees | 58 larger | 15 |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Non Equity Assistance | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| 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 | Investment Advisory, Family Office Services, Multi-family Office, Private Wealth Sector, Investment Management, Financial Planning, Asset Allocation, Financial Advisory, Portfolio Management, Alternative Investments, High-net-worth Individuals, Long-term Financial Planning |
| Website | ||
| Website | privatewealthsystems.com | wreninvestmentoffice.com |
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 Wren Investment Office
Wren Investment Office is a prominent multi-family office specializing in wealth management, investment advisory, and family office services. Established in 2016, the firm is led by four seasoned professionals with a decade-long collaborative history in the private wealth sector. Notably, it is supp...
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Private Wealth Systems on 14 Sep 2024, and Wren Investment Office on 27 Oct 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.
