NetWorth Services Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Private

  • Employees
  • 20

Employees

  • Latest Deal Type
  • Later Stage VC

  • Investors
  • 1

NetWorth Services General Information

Description

Developer of an online financial cost calculation software designed to determine the adjusted cost basis of securities traded in the United States. The company's software permits the calculation of adjusted cost basis for equity historical prices, equity gift valuation, equity corporate action look-up, mutual fund cost basis, and mutual fund historical prices, enabling businesses and governments to increase efficiency, maintain compliance, optimize costs, and create pathways to profits.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Media and Information Services (B2B)
Other Financial Services
Business/Productivity Software
Corporate Office
  • 7878 North 16th Street
  • Suite 175
  • Phoenix, AZ 85020
  • United States
+1 (602) 000-0000

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NetWorth Services Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Later Stage VC 01-May-2022 Completed Generating Revenue
1. Angel (individual) 01-Jan-2001 Completed Generating Revenue
To view NetWorth Services’s complete valuation and funding history, request access »

NetWorth Services Patents

NetWorth Services Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20130018819-A1 Systems and methods for optimizing an investment portfolio Inactive 14-Jul-2011 000000000 0
US-20140188763-A1 Systems and methods for adjusting cost basis and calculating market values and investment perfomance in an investment portfolio Inactive 14-Jul-2011 000000000 0
US-20110161247-A1 Systems and methods for optimizing tax Inactive 23-Dec-2009 000000000 00
US-20170148099-A1 Computer-implemented method and apparatus for adjusting the cost basis of a security Inactive 27-Apr-2000 000000000
US-20010037277-A1 Computer-implemented method and apparatus for adjusting the cost basis of a security Active 27-Apr-2000 G06Q40/06 0
To view NetWorth Services’s complete patent history, request access »

NetWorth Services Executive Team (6)

Name Title Board Seat Contact Info
Nico Willis Co-Founder & Chief Executive Officer
Laura Muggli Co-Founder & Chief Technology Officer
Marisa Diaz Senior Vice President of Business Development and Strategy
You’re viewing 3 of 6 executive team members. Get the full list »

NetWorth Services 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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NetWorth Services Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
HOTVentures Venture Capital Minority 000 0000 000000 0
To view NetWorth Services’s complete investors history, request access »

NetWorth Services Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Quality Attributes Software 09-Nov-2012 0000000000 Business/Productivity Software 0000 0000
To view NetWorth Services’s complete acquisitions history, request access »

NetWorth Services FAQs

  • When was NetWorth Services founded?

    NetWorth Services was founded in 1997.

  • Who is the founder of NetWorth Services?

    Nico Willis, Michael Cameron, and Laura Muggli are the founders of NetWorth Services.

  • Who is the CEO of NetWorth Services?

    Nico Willis is the CEO of NetWorth Services.

  • Where is NetWorth Services headquartered?

    NetWorth Services is headquartered in Phoenix, AZ.

  • What is the size of NetWorth Services?

    NetWorth Services has 20 total employees.

  • What industry is NetWorth Services in?

    NetWorth Services’s primary industry is Financial Software.

  • Is NetWorth Services a private or public company?

    NetWorth Services is a Private company.

  • What is NetWorth Services’s current revenue?

    The current revenue for NetWorth Services is 000000.

  • Who are NetWorth Services’s investors?

    HOTVentures has invested in NetWorth Services.

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