Private Reporting
Financial Services • 
Sydney, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | Level 10 - 76 Berry Street, North Sydney, New South Wales 2060, AU |
| Website | |
| NAICS | 52 |
| SIC | 733 |
| Keywords | High Net Worth Individuals, Portfolio Analytics, Family Offices, Investment Reporting, Assets Consolidation, Cash Flows Monitoring, Performance Measurement & Contribution, Wealth Management Professionals |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Private Reporting
Alexis Delloye
Founder
Private Reporting Email Formats
Private Reporting uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@privatereporting.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@privatereporting.com | 100% |
About Private Reporting
Private Reporting is an investment reporting platform for wealth managers. Private Reporting was originally designed by a Single-family Office searching for an adequate solution to get the full picture of their assets and their performances. As they couldn't find a tool both powerful and intuitive, they decided to build their own app: one that would truly understand the needs and workflows of modern wealth management. The days of managing investments with spreadsheets were over! Following enthusiastic feedback from other asset management professionals with similar experiences, Private Reporting became available as a SaaS in 2021. Private Reporting helps wealth managers build more engaged relationships with their clients through: -> Pragmatic and advanced functionalities that make life easier for both advisers and clients. -> Customisable and stylish reports that consolidate all types of assets: financial/real, listed/private. -> Smart data and performance analytics that run on a robust and secure architecture.
Private Reporting revenue & valuation
| Annual revenue | $2,691,511 |
| Revenue per employee | $898,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Private Reporting has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Private Reporting has never raised funding before.
Private Reporting Tech Stack
Discover the technologies and tools that power Private Reporting's digital infrastructure, from frameworks to analytics platforms.
Web servers
PaaS
Web frameworks
JavaScript libraries
Tag managers
Live chat
Programming languages
Security
Miscellaneous
SSL/TLS certificate authorities
Operating systems
United States
Denmark
Spain
Frequently asked questions
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