Private Wealth Systems is a financial technology company founded in 2015 to provide a comprehensive wealth-tech platform for ultra-high-net-worth individuals, family offices, and private banks. Its core mission is to revolutionize wealth management through data aggregation and reporting, providing a single, consolidated view of complex, multi-asset, multi-manager, and multi-currency portfolios. The platform automates the capture, consolidation, reconciliation, and analysis of investment data from all sources, enabling sophisticated investors and their advisors to have complete control and transparency over their total wealth.

Founded in

United States