Private Wealth Systems Overview
- Year Founded
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2014
- Status
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Private
- Employees
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50
- Latest Deal Type
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Series 2
- Latest Deal Amount
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$6.5M
- Investors
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2
Private Wealth Systems General Information
Description
Developer of portfolio management and reporting software designed to analyze, report, and manage private wealth. The company's platform facilitates proprietary account aggregation, multi-asset portfolio accounting, portfolio management, and consolidated investment reporting, enabling clients to get access to meaningful and measurable financial intelligence.
Contact Information
Website
www.privatewealthsystems.comCorporate Office
- 23 Old Kings Highway South
- Darien, CT 06820
- United States
Corporate Office
- 23 Old Kings Highway South
- Darien, CT 06820
- United States
Private Wealth Systems Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Seed Round | 01-Feb-2020 | $6.5M | Completed | Generating Revenue | ||
| 3. Accelerator/Incubator | 18-Dec-2019 | Completed | Generating Revenue | |||
| 2. Seed Round | 01-Sep-2015 | $350K | $1.1M | Completed | Startup | |
| 1. Seed Round | 01-Dec-2014 | $750K | $750K | Completed | Startup |
Private Wealth Systems Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Seed 2 | ||||||||
| Seed |
VC Exit Predictor
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Opportunity Score
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Exit Type
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Private Wealth Systems Comparisons
Industry
Financing
Details
Private Wealth Systems Competitors (31)
One of Private Wealth Systems’s 31 competitors is InvestEdge, a Private Equity-Backed company based in Canonsburg, PA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| InvestEdge | Private Equity-Backed | Canonsburg, PA | ||||
| Addepar | Venture Capital-Backed | Mountain View, CA | ||||
| First Rate (Software Company) | Corporation | Arlington, TX | ||||
| WealthSite | Private Equity-Backed | Chicago, IL | ||||
| Tegus (Financial Software) | Formerly VC-backed | Chicago, IL |
Private Wealth Systems Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Private Wealth Systems Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Private Wealth Systems Investors (2)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Euphemia (Melbourne) | Family Office | Minority | ||
| MassChallenge | Accelerator/Incubator | Minority |
Private Wealth Systems FAQs
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When was Private Wealth Systems founded?
Private Wealth Systems was founded in 2014.
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Where is Private Wealth Systems headquartered?
Private Wealth Systems is headquartered in Darien, CT.
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What is the size of Private Wealth Systems?
Private Wealth Systems has 50 total employees.
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What industry is Private Wealth Systems in?
Private Wealth Systems’s primary industry is Financial Software.
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Is Private Wealth Systems a private or public company?
Private Wealth Systems is a Private company.
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What is the current valuation of Private Wealth Systems?
The current valuation of Private Wealth Systems is .
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What is Private Wealth Systems’s current revenue?
The current revenue for Private Wealth Systems is .
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How much funding has Private Wealth Systems raised over time?
Private Wealth Systems has raised $7.6M.
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Who are Private Wealth Systems’s investors?
Euphemia (Melbourne) and MassChallenge have invested in Private Wealth Systems.
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Who are Private Wealth Systems’s competitors?
InvestEdge, Addepar, First Rate (Software Company), WealthSite, and Tegus (Financial Software) are some of the 31 competitors of Private Wealth Systems.
Data Transparency
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