Private Wealth Systems: Detailed Company Information & Corporate Profile
Summary
Private Wealth Systems is a private company that has been in the industry for 12 years. The company currently specializes in the Computer Software, IT Services, Fintech areas. The position of the Co-Founder & CEO is occupied by Craig Pearson. Its headquarters is located at Charlotte, North Carolina, USA. The number of employees ranges from 25 to 100. The annual revenue of Private Wealth Systems varies between 10M and 50M. To connect with Private Wealth Systems employee register on SignalHire.
| Private Wealth Systems Website | privatewealthsystems.com |
| Phone Number | +1 (980) 500-3000 |
| Industries | |
| Private Wealth Systems Headquarters address | 106 Langtree Village Road, Mooresville, NC, 28117 US |
| Company Size | 10-50 employees |
| Specialties | consolidated wealth reporting, multi custodial reporting, portfolio management software, UHNW portfolio management, Family Office Software, Ultra-High Net Worth Reporting, multi-asset class portfolio management, portfolio reporting and analytics, investment data aggregation, Ultra-High Net Worth Portfolio Management, investment performance calculation |
| SIC Code | 7371 |
| DMA Code | Charlotte Metropolitan Area |
| Founded | 2015 |
| Estimated Annual Revenue | $10M - 50M |
| Operating Status | Independent Company |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2015 | Privately Held | 25 - 100 | 8.2M | $12.7M | |
| 2012 | Privately Held | 25 - 100 | 60M | $2.7M | |
| 2009 | Privately Held | 25 - 100 | 5.1M | $14.6M | |
| 2012 | Privately Held | 25 - 100 | 25.2M | $12M |
Workforce Turnover
Number of employees switched from or switched to
Length of Employment
Private Wealth Systems's workforce includes employees across a wide range of tenure levels.
14% have been with the company for 1 to 2 years29% have been with the company for 3 to 4 years29% have been with the company for 8 to 10 years29% have been with the company for more than 11 years
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Private Wealth Systems Corporate Information: FAQ
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