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Private Wealth Systems

Private Wealth Systems
2014 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
Angel LATEST DEAL TYPE
Description

Provider of a platform for private wealth management. The company's platform provides communication among advisors, managers and investors and also provides individuals in-depth knowledge of their total wealth.

Ownership Status
Privately Held (backing)
Financing Status
Angel-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Primary Office
  • 401 North Tryon Street
  • Charlotte, NC 28202
  • United States

+1 (980) 000-0000
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Private Wealth Systems Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Angel (individual) 10-Mar-2015 Completed Startup
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Private Wealth Systems Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Stockviews Venture Capital-Backed London, United Kingdom 00 00000 0000000000 0 00000
0000000 00000000 0 Corporation Norwalk, CT 0000 000.00 00000000 000.00
0000000 Venture Capital-Backed Indian Harbor Beach, FL 000 000.00 00000000000 000.00
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Private Wealth Systems Executive Team (2)

Name Title Board
Seat
Contact
Info
Craig Pearson Co-Founder & Chief Executive Officer
Joanne Frawley Co-Founder & Executive Vice President