Private Wealth Systems Revenue and Competitors
Estimated Revenue & Valuation
- Private Wealth Systems's estimated annual revenue is currently $8.1M per year.
- Private Wealth Systems's estimated revenue per employee is $130,500
Employee Data
- Private Wealth Systems has 62 Employees.
- Private Wealth Systems grew their employee count by 5% last year.
Private Wealth Systems's People
Name | Title | Email/Phone |
---|---|---|
1 | Co-Founder, EVP | Reveal Email/Phone |
2 | CEO | Reveal Email/Phone |
3 | Director Sales | Reveal Email/Phone |
4 | Client Services Director | Reveal Email/Phone |
5 | Senior Operations Analyst | Reveal Email/Phone |
6 | Senior Developer | Reveal Email/Phone |
7 | Administrator | Reveal Email/Phone |
8 | Software Developer | Reveal Email/Phone |
9 | Data Analyst | Reveal Email/Phone |
10 | Sales Staff | Reveal Email/Phone |
Private Wealth Systems Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $0.4M | 6 | N/A | N/A | N/A |
#2 | $1.7M | 19 | 0% | N/A | N/A |
#3 | $11.2M | 77 | 54% | N/A | N/A |
#4 | $0.6M | 8 | -20% | N/A | N/A |
#5 | $0.4M | 6 | N/A | N/A | N/A |
#6 | $2M | 20 | -9% | N/A | N/A |
#7 | $0.9M | 10 | 0% | N/A | N/A |
#8 | $0.9M | 10 | -29% | N/A | N/A |
#9 | $0.7M | 9 | -10% | N/A | N/A |
#10 | $5.1M | 44 | 2% | N/A | N/A |
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.
keywords:N/AN/A
Total Funding
62
Number of Employees
$8.1M
Revenue (est)
5%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Private Wealth Systems News
Uday Shankar and Lupa Systems' Bodhi Tree to become major shareholder ... Qatar Investment Authority (QIA), the sovereign wealth fund of the...
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...
Summit Wealth Systems, a San Francisco, CA-based cloud software company ... applications by creating each firm's own private tech stack.
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $8.9M | 62 | 55% | N/A |
#2 | $13.9M | 63 | 0% | N/A |
#3 | $15.8M | 65 | 7% | N/A |
#4 | $7.5M | 68 | 26% | N/A |
#5 | $20.2M | 68 | 45% | N/A |