NetWorth Services Overview

  • Founded
  • 1996
  • Status
  • Private
  • Employees
  • 3
  • Latest Deal Type
  • Angel

NetWorth Services General Information


Developer of a web-based financial cost calculation software designed to determine the adjusted cost basis of securities traded in the United States. The company's software permits 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
Primary Industry
Financial Software
Other Industries
Media and Information Services (B2B)
Other Financial Services
Business/Productivity Software
Primary Office
  • 3333 East Camelback Road
  • Suite 260
  • Phoenix, AZ 85018
  • 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
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-20140188763-A1 Systems and methods for adjusting cost basis and calculating market values and investment perfomance in an investment portfolio Abandoned 14-Jul-2011 000000000 0
US-20130018819-A1 Systems and methods for optimizing an investment portfolio Abandoned 14-Jul-2011 000000000 0
US-20110161247-A1 Systems and methods for optimizing tax Abandoned 23-Dec-2009 000000000 00
US-20130339274-A1 Computer-implemented method and apparatus for adjusting the cost basis of a security Granted 27-Apr-2000 000000000 00
US-20130226834-A1 Systems and methods for determining the financial status of bonds Abandoned 27-Apr-2000 G06Q40/06 0

NetWorth Services Executive Team (6)

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

NetWorth Services Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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NetWorth Services Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 09-Nov-2012 0000000000 Business/Productivity Software 0000 0000
To view NetWorth Services’s complete acquisitions history, request access »