Private Wealth Systems Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 50

Employees

  • Latest Deal Type
  • Series 2

  • Latest Deal Amount
  • $6.5M

  • Investors
  • 2

Private Wealth Systems General Information

Description

Developer of a global financial technology software designed to empower creators of wealth with the information they need to make informed decisions. The company's platform offers proprietary account aggregation, multi-asset portfolio accounting, portfolio management and consolidated investment reporting for those who manage sophisticated multi-asset, multi-manager, multi-currency investment portfolios, enabling clients to get access to meaningful and measurable financial intelligence.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 23 Old Kings Highway South
  • Darien, CT
  • 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
4. Seed Round 01-Feb-2020 $6.5M 00.00 000.00 Completed Generating Revenue
3. Accelerator/Incubator 18-Dec-2019 00.00 Completed Generating Revenue
2. Seed Round 01-Sep-2015 $350K $1.1M 00.000 Completed Startup
1. Seed Round 01-Dec-2014 $750K $750K 000 Completed Startup
To view Private Wealth Systems’s complete valuation and funding history, request access »

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 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Seed 000,000 00.000000 00.0 00.0 00 00.0 0.000
To view Private Wealth Systems’s complete cap table history, request access »

Private Wealth Systems Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a global financial technology software designed to empower creators of wealth with the information they nee
Financial Software
Darien, CT
50 As of 2022
00.00
000.00 0000-00-00
000000000 00.00

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000000000 00000000
Arlington, TX
000 As of 0000

000000

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000000000 00000000
Mountain View, CA
000 As of 0000
00000
00000000000 00000
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Private Wealth Systems Competitors (25)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
First Rate (Software Company) Corporation Arlington, TX 000
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
InvestEdge Private Equity-Backed Canonsburg, PA 00 000 000000000000 000
PeerIQ Private Equity-Backed Fort Lee, NJ 00 000.00 000000000000 000.00
YCharts Private Equity-Backed Chicago, IL 000 000.00 000000000000 000.00
You’re viewing 5 of 25 competitors. Get the full list »

Private Wealth Systems Executive Team (2)

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

Private Wealth Systems Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (2)

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

Private Wealth Systems FAQs

  • When was Private Wealth Systems founded?

    Private Wealth Systems was founded in 2014.

  • Who is the founder of Private Wealth Systems?

    Craig Pearson and Joanne Frawley are the founders of Private Wealth Systems.

  • Who is the CEO of Private Wealth Systems?

    Craig Pearson is the CEO of Private Wealth Systems.

  • Where is Private Wealth Systems headquartered?

    Private Wealth Systems is headquartered in Darien, CT.

  • What is the size of Private Wealth Systems?

    Private Wealth Systems has 50 total employees.

  • What industry is Private Wealth Systems in?

    Private Wealth Systems’s primary industry is Financial Software.

  • Is Private Wealth Systems a private or public company?

    Private Wealth Systems is a Private company.

  • What is the current valuation of Private Wealth Systems?

    The current valuation of Private Wealth Systems is 000.00.

  • What is Private Wealth Systems’s current revenue?

    The current revenue for Private Wealth Systems is 000000.

  • How much funding has Private Wealth Systems raised over time?

    Private Wealth Systems has raised $7.6M.

  • Who are Private Wealth Systems’s investors?

    Euphemia (Melbourne) and MassChallenge have invested in Private Wealth Systems.

  • Who are Private Wealth Systems’s competitors?

    First Rate (Software Company), Addepar, InvestEdge, PeerIQ, and YCharts are some of the 25 competitors of Private Wealth Systems.

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