DiscoverStartupsPrivate Wealth Systems
Private Wealth Systems company logo
Revolutionizing the way private wealth is managed1-10 Employees
  • B2B
  • Early Stage
    Startup in initial stages
Website
Locations
Company size
1-10 people
Total raised
$1.8M
Markets
MobileSaaSPersonal FinanceFinance Technology
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Private Wealth Systems careers

Revolutionizing the way private wealth is managed
Private Wealth Systems empowers the 13.7 million high net worth investors who collectively control $52.6 trillion in global private wealth, and their advisors, with the information they need to understand which managers and what investments are driving risk, return, income and expense across their entire wealth, regardless of manager, custodian, asset class, country or ownership structure in order to make informed decisions to preserve and growth their wealth. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so investors and their advisors have instant access and understanding of the drivers of risk and return across all of their investments, regardless of complexity, asset class, or entity structure. A simple touch on your mobile device and you have absolute control and oversight over your entire wealth with reporting that is as personalized as you are.
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Joanne Frawley
Avatar for Joanne Frawley
Craig Pearson, CFA
Avatar for Craig Pearson, CFA
Co-Founder, CEO Private Wealth Systems President, WealthTouch. Exit of 4.5x ROIC
Total raised

$1.8M

Funded over

3 rounds

Latest round

Seed (Feb 2016)

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