NetWorth (Financial Software) Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Private

  • Employees
  • 20

Employees

  • Latest Deal Type
  • Later Stage VC

  • Investors
  • 1

NetWorth (Financial Software) General Information

Description

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

Contact Information

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

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

NetWorth (Financial Software) 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 (Financial Software)’s complete valuation and funding history, request access »

VC Exit Predictor

See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.

Opportunity Score

Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.

Exit Type

Evaluates the likelihood of a successful exit for investors, and the most likely exit type.

Request a free trial

NetWorth (Financial Software) Patents

  • 13

    Total Documents Applications and Grants

  • Total Patents Families

  • 5

    Granted

  • Pending

  • Expiring in next 12 mo

NetWorth (Financial Software) 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
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
US-20110161247-A1 Systems and methods for optimizing tax Inactive 23-Dec-2009
US-20010037277-A1 Computer-implemented method and apparatus for adjusting the cost basis of a security Active 27-Apr-2000
US-7606753-B2 Computer-implemented method and apparatus for adjusting the cost basis of a security Active 27-Apr-2000 G06Q40/06
To view NetWorth (Financial Software)’s complete patent history, request access »

NetWorth (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

NetWorth (Financial Software) Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
Hot Ventures Venture Capital Minority
To view NetWorth (Financial Software)’s complete investors history, request access »

NetWorth (Financial Software) Acquisitions (1)

NetWorth (Financial Software)’s most recent deal was a Merger/Acquisition with Quality Attributes Software. The deal was made on 09-Nov-2012.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Quality Attributes Software 09-Nov-2012 Merger/Acquisition Business/Productivity Software
To view NetWorth (Financial Software)’s complete acquisitions history, request access »

Ready to get started?

Request a free trial

NetWorth (Financial Software) FAQs

  • When was NetWorth (Financial Software) founded?

    NetWorth (Financial Software) was founded in 1997.

  • Where is NetWorth (Financial Software) headquartered?

    NetWorth (Financial Software) is headquartered in Phoenix, AZ.

  • What is the size of NetWorth (Financial Software)?

    NetWorth (Financial Software) has 20 total employees.

  • What industry is NetWorth (Financial Software) in?

    NetWorth (Financial Software)’s primary industry is Financial Software.

  • Is NetWorth (Financial Software) a private or public company?

    NetWorth (Financial Software) is a Private company.

  • What is NetWorth (Financial Software)’s current revenue?

    The current revenue for NetWorth (Financial Software) is .

  • Who are NetWorth (Financial Software)’s investors?

    Hot Ventures has invested in NetWorth (Financial Software).

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »