Private Wealth Systems
Private Wealth Systems is a financial technology firm that provides consolidated investment reporting to private banks, family offices and investors.
Business Model:
Revenue: $2.2M
Employees: 11-50
Rankings
Detailed Private Wealth Systems Information
Geographic Data
Address: 401 N Tryon St
City: Charlotte
State: NC
Zip: 28202
Country: US
Financial Info
Stage:
non equity assistance
Raised Last:
$0
Raised Total:$0
Social
Metrics
5,510,793Website Global Rank
1,561Website Monthly Traffic
Twitter Followers
Description
Private Wealth Systems is a financial technology firm that provides consolidated investment reporting to private banks, family offices and investors.
Contact Phone:
+19802886535
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 10/2020 | Non Equity Assistance | 2 | - |
FinTech Sandbox MassChallenge FinTech Sandbox MassChallenge |
3/2015 | Equity | - | 3/2015 | Equity | - | 10/2020 | Non Equity Assistance | 2 | - |
FinTech Sandbox MassChallenge FinTech Sandbox MassChallenge |
|---|
| Announced Date | Name | Price |
|---|
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