Private Wealth Systems
PrivateLast Round
Accelerator
Jun 1, 2020
Company Overview
Private Wealth Systems operates in FinTech and is based in Darien, Connecticut. Its latest recorded funding round was an Accelerator round in June 2020.
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 Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Private Wealth Systems Comparables
Compare Private Wealth Systems with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Masttro | 89% | |
| Asset Vantage | 88% | |
| 1fs Wealth | 84% |
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Private Wealth Systems Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Private Wealth Systems Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MassChallenge Israel | Accelerator |
| Euphemia | VC Round |
Private Wealth Systems Filings
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| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Private Wealth Systems's valuation, stock price, and market status.
Is Private Wealth Systems a public or private company?
Private Wealth Systems is a private company.
What is the current stock price of Private Wealth Systems?
Private Wealth Systems is a private company, so its shares have no public market price. Caplight tracks Private Wealth Systems's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Private Wealth Systems worth (valuation)?
Valuation information for Private Wealth Systems is not publicly available.
Can I buy Private Wealth Systems stock?
Private Wealth Systems shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Private Wealth Systems's last funding round?
Private Wealth Systems's most recent funding round was Accelerator on June 1, 2020.
Who are the main investors in Private Wealth Systems?
Key investors in Private Wealth Systems include MassChallenge Israel, Euphemia.
Will Private Wealth Systems IPO soon?
No public IPO plans have been announced for Private Wealth Systems.
How can I track Private Wealth Systems secondary market activity?
Caplight tracks bids, offers, and trades in Private Wealth Systems's shares on secondary markets.