Private Wealth Systems Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Employees
  • 10
Employees
  • Latest Deal Type
  • PE Growth
  • Latest Deal Amount
  • $6.5M
Latest Deal Amount
  • Investors
  • 1

Private Wealth Systems General Information

Description

Operator of a global financial technology company intended to empower creators of wealth with the information they need to make informed decisions. The company's services include proprietary account aggregation, multi-asset portfolio accounting, portfolio management, and consolidated investment reporting to ultra-high net worth individuals (UHNWIs), family offices, private banks, and global accounting firms. The subscription-based platform enables clients who manage sophisticated multi-asset, multi-manager, multi-currency investment portfolios to get access to meaningful and measurable financial intelligence.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Other Financial Services
Other Industries
Other Capital Markets/Institutions
Financial Software
Primary Office
  • 106 Langtree Village Road
  • Suite 301
  • Mooresville, NC 28117
  • United States
+1 (980) 000-0000
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Private Wealth Systems Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. PE Growth/Expansion 18-Dec-2019 $6.5M 00000 Completed Generating Revenue
1. Angel (individual) 10-Mar-2015 00000 00000 Completed Startup
To view Private Wealth Systems’s complete valuation and funding history, request access »

Private Wealth Systems Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of a global financial technology company intended to empower creators of wealth with the information they need
Other Financial Services
Mooresville, NC
10 As of 2020
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Irving, TX
00 As of 0000
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Mountain View, CA
000 As of 0000
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00000000000 00000
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Private Wealth Systems Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Solovis Formerly VC-backed Irving, TX 00 0000 0000
0000000 Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
00&0 000000000000 Formerly PE-Backed Windsor, CT 00000 00000 0000000000
To view Private Wealth Systems’s complete competitors history, request access »

Private Wealth Systems Executive Team (2)

Name Title Board Seat Contact Info
Craig Pearson Co-Founder, Chief Executive Officer & Board Member
Joanne Frawley Co-Founder & Executive Vice President
To view Private Wealth Systems’s complete executive team members history, request access »

Private Wealth Systems Board Members (1)

Name Representing Role Since
Craig Pearson Private Wealth Systems Co-Founder, Chief Executive Officer & Board Member 000 0000
To view Private Wealth Systems’s complete board members history, request access »

Private Wealth Systems Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Private Wealth Systems Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
MassChallenge Accelerator/Incubator 000 0000 000000 0
To view Private Wealth Systems’s complete investors history, request access »