Company Information

Get to know Private Wealth Systems, Inc.

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.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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Private Wealth Systems, Inc.

United States

Founded in

20 12月 2014 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.