Private Wealth Systems Revenue and Competitors

Location

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Total Funding

Estimated Revenue & Valuation

  • Private Wealth Systems's estimated annual revenue is currently $8.1M per year.(i)
  • Private Wealth Systems's estimated revenue per employee is $130,500

Employee Data

  • Private Wealth Systems has 62 Employees.(i)
  • Private Wealth Systems grew their employee count by 5% last year.

Private Wealth Systems's People

NameTitleEmail/Phone
1
Co-Founder, EVPReveal Email/Phone
2
CEOReveal Email/Phone
3
Director SalesReveal Email/Phone
4
Client Services DirectorReveal Email/Phone
5
Senior Operations AnalystReveal Email/Phone
6
Senior DeveloperReveal Email/Phone
7
AdministratorReveal Email/Phone
8
Software DeveloperReveal Email/Phone
9
Data AnalystReveal Email/Phone
10
Sales StaffReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$0.4M6N/AN/AN/A
#2
$1.7M190%N/AN/A
#3
$11.2M7754%N/AN/A
#4
$0.6M8-20%N/AN/A
#5
$0.4M6N/AN/AN/A
#6
$2M20-9%N/AN/A
#7
$0.9M100%N/AN/A
#8
$0.9M10-29%N/AN/A
#9
$0.7M9-10%N/AN/A
#10
$5.1M442%N/AN/A
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What Is Private Wealth Systems?

Private Wealth Systems ( https://privatewealthsystems.com/ +1 980 500 3000 ) is the global leader in consolidated investment reporting for UHNWI, family offices, private banks, and asset managers. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so the most sophisticated and complex investors, and their advisors, have instant access, understanding, and oversight over the drivers of risk, return, income and expense across their entire wealth, regardless of complexity, asset class or entity structure. The Company's multi-asset, multi-custodial, multi-currency performance reporting platform provides account aggregation, data normalization, performance calculation and client reporting that transcends all levels of wealth . A simple touch on your mobile device and you have absolute and unprecedented control over your entire wealth with reporting that is as personalized as you are. Experience the power of reporting precision.

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Total Funding

62

Number of Employees

$8.1M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Private Wealth Systems News

2022-04-20 - RELIANCE AND VIACOM18 ANNOUNCE PARTNERSHIP ...

Uday Shankar and Lupa Systems' Bodhi Tree to become major shareholder ... Qatar Investment Authority (QIA), the sovereign wealth fund of the...

2022-04-17 - Mirabaud begins digital transformation with Wealth Dynamix ...

The goal is to move from traditional on-premise systems to deliver a digital end-to-end wealth management platform for the group over the...

2022-03-22 - Summit Wealth Systems Raises $20M in Series A Funding

Summit Wealth Systems, a San Francisco, CA-based cloud software company ... applications by creating each firm's own private tech stack.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.9M6255%N/A
#2
$13.9M630%N/A
#3
$15.8M657%N/A
#4
$7.5M6826%N/A
#5
$20.2M6845%N/A