WealthSite Revenue and Competitors

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