Private Wealth Systems: Detailed Company Information & Corporate Profile

Contact top employees from Private Wealth Systems

Summary

Private Wealth Systems is a private company that has been in the industry for 12 years. The business currently specializes in Computer Software, IT Services, Fintech areas. Craig Pearson is the Chief Executive Officer at the company. Private Wealth Systems's headquarter is located at Charlotte, North Carolina, USA. The number of employees is at least 25. Register with SignalHire to connect with Private Wealth Systems employees and management.

Private Wealth Systems Websiteprivatewealthsystems.com
Phone Number+1 (980) 500-3000
Industries
Private Wealth Systems Headquarters address106 Langtree Village Road, Mooresville, NC, 28117 US
Company Size10-50 employees
Specialtiesconsolidated 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 Code7371
DMA CodeCharlotte Metropolitan Area
Founded2015
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company

Competitors

Name
Founded
Type
Employees
2015Privately
Held
25 - 100
2012Privately
Held
25 - 100
2009Privately
Held
25 - 100
2012Privately
Held
25 - 100

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Private Wealth Systems's workforce includes employees across a wide range of tenure levels.

17% have been with the company for 1 to 2 years33% have been with the company for 3 to 4 years33% have been with the company for 8 to 10 years17% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Private Wealth Systems
Joanne Frawley
Joanne FrawleyCo-Founder, Executive Vice President
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Charles Brown
Charles BrownDirector of Sales
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Jaliesha Eva Oliver
Jaliesha Eva OliverAssistant Administrative
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James Dipasupil
James DipasupilChief Information Security Officer
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Edward Coates
Edward CoatesAdministrator
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Craig Pearson
Craig PearsonChief Executive Officer
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Kiera Farley
Kiera FarleyOperation Analyst
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Byrnes Pearson
Byrnes PearsonSales Executive
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Greyson Twombly
Greyson TwomblySenior Operations Analyst
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John Rooney
John Rooney2026 Summer Data Intern
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Private Wealth Systems Corporate Information: FAQ

Private Wealth Systems operates in the Software Development industries. More details can be found on the official website: privatewealthsystems.com.
Private Wealth Systems has offices located in Mooresville, US.
The headquarters of Private Wealth Systems are located in Mooresville, United States.
The current CEO of Private Wealth Systems is Craig Pearson
You can contact Private Wealth Systems by phone at +1 (980) 500-3000.
Private Wealth Systems currently employs 10-50 people.
Well-known competitors of Private Wealth Systems include Snaps (acquired by Quiq), Smappee, Selerity and Eagle Alpha.

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