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Security & compliance
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Private Wealth SystemsVerified
Performance reporting for private wealth and family offices.
Pricing
Custom quote
Founded
2006
Team size
51-200 employees
Headquarters
Charlotte, NC
At a glance
Best for
Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Custom quote
Integrates with
400+ Data FeedsMulti Custodian AggregationPublic markets dataPrivate equity transaction feeds
About Private Wealth Systems
Private Wealth Systems is portfolio accounting, performance reporting, and investment data-aggregation software for complex global portfolios. It consolidates data from 400+ custodian feeds, delivers multi-currency performance analytics, and offers an investor portal with custom dashboards. It targets ultra-high-net-worth individuals, family offices, RIAs, endowments, foundations, and institutional investment consultants.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Private Wealth Systems
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