Company Overview
- Headquarters
- 106 Langtree Village Road, Mooresville NC
- Website
- privatewealthsystems.com
- Phone
- (980) 500-3000
- Employees
- 57
- Founded in
- 2015
- Industry
- Software
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52392 CompaniesNAICS Code 523920 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$7B
Who is PRIVATE WEALTH SYSTEMS
Private Wealth Systems is a company based in Mooresville, North Carolina, specializing in cloud-based software solutions for ultra-high net worth (UHNW) portfolio management. With 57 employees, the company generates approximately $7 million in annual revenue. Private Wealth Systems offers a platform designed to enhance efficiency, accuracy, and agility in managing complex investment portfolios. Their technology caters to UHNW individuals, family offices, and private banks, providing tools for aggregating investment data, verifying accuracy, reporting on multi-asset class performance, and evolving portfolios over time. The company's platform delivers critical insights into portfolio performance, risk, and liquidity, giving investors a comprehensive understanding of their financial positions. For more information about Private Wealth Systems and its solutions, visit their website at privatewealthsystems.com.
Company Leadership
PRIVATE WEALTH SYSTEMS Industry Tags
PRIVATE WEALTH SYSTEMS Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 7M | 10 | McLean, VA | 1999 | |
| 7M | 107 | Los Angeles, CA | 2007 | |
| 7M | 19 | El Dorado Hills, CA | 2001 | |
| 7M | 6 | Rochester Hills, MI | 1994 | |
| 7M | 31 | Boulder, CO | 2015 |