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
Business/Productivity Software
Media and Information Services (B2B)
Other Financial Services
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 Executive Team (6)

Name Title Board Seat Contact Info
Nico Willis Co-Founder, Chief Executive Officer & President
Laura Muggli Co-Founder & 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 0000000000 09-Nov-2012 000000000000000000 Business/Productivity Software 0000 000000
To view NetWorth Services’s complete acquisitions history, request access »