WealthSite Revenue and Competitors

Chicago, IL USA

Location

N/A

Total Funding

Estimated Revenue & Valuation

  • WealthSite's estimated annual revenue is currently $217.5k per year.(i)
  • WealthSite's estimated revenue per employee is $72,500

Employee Data

  • WealthSite has 3 Employees.(i)
  • WealthSite grew their employee count by 0% last year.

WealthSite's People

NameTitleEmail/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$212.3M728-15%N/AN/A
#2
$94.4M521-27%N/AN/A
#3
$34.1M2149%N/AN/A
#4
$77M425-3%N/AN/A
#5
$126.5M698-6%N/AN/A
#6
$17.7M122-35%$52.7MN/A
#7
$26.7M171-4%$89.4MN/A
#8
$89.5M494-23%N/AN/A
#9
$62.5M3451%N/AN/A
#10
$15.7M108-38%$115MN/A
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What Is WealthSite?

WealthSite is committed to providing state-of-the-art technology solutions to the private wealth industry. Clients who may benefit from WealthSite’s core web-based financial applications include private wealth divisions of major banks and brokerage firms, private equity and venture capital funds, hedge funds, money managers, and investment advisors in the wealthy family office market. It was founded by Russell Burns and Bo Dong, who collectively have over 35 years experience in financial services operations and technology. Prior to founding WealthSite, the founders played a critical role in developing systems for myCFO, a successful multi-family office founded by Jim Clark and later acquired by The Harris Private Bank. Russell, in his role as Director of Operations, managed and helped develop many of myCFO’s mission critical applications. Bo, as a Senior Software Engineer, personally developed several back office systems that helped make myCFO’s investment reporting system one of the best in the industry. Designed to Meet the Unique Requirements of the Private Wealth Industry: * Best-in-Class Technology * Advanced Reporting Features * Above & Beyond Industry Standards * Private Equity Reporting * Custom Billing Features * Safe, Secure & Compliance-Friendly * Lower Total Cost of Ownership * Operational Efficiency * Data Conversion Expertise

keywords:N/A

N/A

Total Funding

3

Number of Employees

$217.5k

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.5M3N/AN/A
#2
$0.2M3N/AN/A
#3
$0.3M3N/AN/A
#4
$0.2M3N/AN/A
#5
$0.2M3N/AN/A