Private Wealth Systems

Software Development • Mooresville, North Carolina, United States • 51-100 Employees

Company overview

Headquarters	106 Langtree Village Road, Mooresville, NC 28117, US
Phone number	+19802886535
Website	privatewealthsystems.com
SIC	628
Keywords	Family Office Software, Portfolio Management Software, Consolidated Wealth Reporting, Multi Custodial Reporting, Uhnw Portfolio Management, Ultra-High Net Worth Portfolio Management, Ultra-High Net Worth Reporting, Investment Data Aggregation, Investment Performance Calculation, Multi-Asset Class Portfolio Management, Portfolio Reporting And Analytics
Founded	2015
Employees	51-100
Socials

Key Contacts at Private Wealth Systems

Craig Pearson

Chief Executive Officer

Rocco Babore

Director Of Operations

Joanne Frawley

Co-Founder, Executive Vice President

Ethan Pratts

Client Services Director

Mahesh Yadav

Company Owner

Private Wealth Systems Email Formats

Private Wealth Systems uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@privatewealthsystems.com), used 84.2% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@privatewealthsystems.com	89.5%
{first name}{last name}	johndoe@privatewealthsystems.com	10.5%

About Private Wealth Systems

Private Wealth Systems is reimagining the world of ultra-high net worth portfolio management through a cloud-based platform uniquely designed to improve efficiency, accuracy and agility. UHNW individuals, family offices and private banks leverage Private Wealth Systems to transform how they aggregate investment data, validate data accuracy, report on multi-asset class portfolio performance and evolve complex investment portfolios over time. Private Wealth Systems’ UHNW portfolio management technology platform provides critical insights investors need to effectively manage portfolio performance, risk and liquidity – delivering an accurate pulse of the portfolio. Visit privatewealthsystems.com.

Private Wealth Systems revenue & valuation

Annual revenue	$3,400,000
Revenue per employee	$61,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$10,900,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Private Wealth Systems has 33 employees across 11 departments.

Departments

Number of employees

Funding Data

Private Wealth Systems has never raised funding before.

Private Wealth Systems Tech Stack

Discover the technologies and tools that power Private Wealth Systems's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Astra

WordPress themes

Site Kit

Analytics

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Ads

Advertising

Frequently asked questions

Private Wealth Systems is located in Mooresville, North Carolina, US.

You can reach Private Wealth Systems at +19802886535.

Private Wealth Systems was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Private Wealth Systems has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Private Wealth Systems

Craig Pearson

Chief Executive Officer

Rocco Babore

Director Of Operations

Joanne Frawley

Co-Founder, Executive Vice President

Ethan Pratts

Client Services Director

Mahesh Yadav

Company Owner

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