PRIVATE WEALTH SYSTEMS Email Format
Software DevelopmentNorth Carolina, United States51-200 Employees
Private Wealth Systems is a software company offering a cloud-based platform for ultra-high-net-worth portfolio management. Based in Mooresville, North Carolina, it serves ultra-high-net-worth individuals, family offices and private banks seeking to improve how they collect, verify and report investment data across multiple asset classes. The platform aims to support evolving portfolios by delivering insights into performance, risk and liquidity, helping users manage complex holdings more effectively. In the wealth-management software space, the company targets UHNW clients with multi-asset class portfolio management and consolidated reporting. In February 2024, the firm was recognized with the Best Fund Administration Service award at the Private Asset Management Awards 2024.