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
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% |
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 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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Request accessFrequently 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 with no public stock price. No recent secondary market data is available.
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. Visit https://www.caplight.com to learn more.
When was Private Wealth Systems's last funding round?
Funding round information for Private Wealth Systems is not publicly available.
Who are the main investors in Private Wealth Systems?
Investor information for Private Wealth Systems is not publicly disclosed.
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?
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