Private Wealth Systems
PrivateLast Round
Accelerator
Jun 1, 2020
Company Overview
Private Wealth Systems is a financial software company that provides a cloud-based platform for multi-asset, multi-currency consolidated investment reporting and portfolio management for ultra-high-net-worth individuals, family offices, and private banks.
Sector
FinTech
Verticals
Wealth Management, Financial Data, Data Integration, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Private Wealth Systems Comparables
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Private Wealth Systems Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Jun 1, 2020 |
Private Wealth Systems Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MassChallenge | Accelerator |
| Euphemia | VC Round |
Private Wealth Systems Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
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