Private Wealth Systems, Inc.
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Private Wealth Systems, Inc. - overview
Established
2015
Location
Darien, CT, US
Primary Industry
Software
About
Founded in 2015 by Craig Pearson and Joanne Frawley, and based in Darien, US, Private Wealth Systems, Inc. operates as a financial service company that offers a range of portfolio management and reporting services designed for ultra-high net worth individuals, family offices, and private banks. Private Wealth Systems, Inc. raised venture funding from investor Euphemia.
The firm’s range of services includes intelligent aggregation of investment data from over 400 data feeds, portfolio accounting, and performance reporting with customizable formats. Moreover, the company also provides comprehensive portfolio management tools, an investor portal for global wealth oversight, and a custom report writer for tailored multi-generational wealth reports.
Current Investors
Euphemia
Primary Industry
Software
Sub Industries
e-Financial, Analytics & Performance Software, Accounting/Finance Software
Website
www.privatewealthsystems.com/
Verticals
Cloud Computing, FinTech, FinTech
Company Stage
Early Stage
Total Amount Raised
Subscriber access only
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