What departments does PRIVATE WEALTH SYSTEMS have?

PRIVATE WEALTH SYSTEMS has employees across 8 departments including Information Security, Finance, Operations, Marketing, Administrative.

What is the largest department at PRIVATE WEALTH SYSTEMS?

The largest department at PRIVATE WEALTH SYSTEMS is Administrative with 2 employees.

Where are PRIVATE WEALTH SYSTEMS employees located globally?

PRIVATE WEALTH SYSTEMS has employees across 5 continents and 11 countries including Ethiopia, Nigeria, South Africa, Kenya, India.

How has PRIVATE WEALTH SYSTEMS's team size changed over time?

PRIVATE WEALTH SYSTEMS's team has decreased from approximately 18 to 16 employees based on available data.

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PRIVATE WEALTH SYSTEMS Employee Directory

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.

PRIVATE WEALTH SYSTEMS Global Highlights

North America
23

United States Of America
21
Canada
2

Asia
9

India
6
Pakistan
2
Thailand
1

Africa
6

Nigeria
2
South Africa
2
Ethiopia
1
Kenya
1

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Oceania
3

Australia
3

PRIVATE WEALTH SYSTEMS's Leadership

C. P.
Chief Executive Officer
Mobile Phone
Email
J. D.
Chief Information Security Officer
Mobile Phone
Email
A. S. P.
Vp Of Finance
Mobile Phone
Email
J. F.
Co-Founder, Executive Vice President
Mobile Phone
Email
R. B.
Director Of Operations
Mobile Phone
Email
E. P.
Client Services Director
Mobile Phone
Email
K. G.
Marketing & Sales Leader
Mobile Phone
Email
G. H.
Office Manager
Mobile Phone
Email

PRIVATE WEALTH SYSTEMS Employee Metrics

100%

50%

2026

2025

Analytics
Business
Community & Social Services
Information Security
Information Technology
Other
Accounting

Contact profiles from PRIVATE WEALTH SYSTEMS

Name

Title

Contact Info

Location

Last Update

K. F.
Operation Analyst
Mobile Phone
Email
United States
May 26, 2026
B. P.
Sales Executive
Mobile Phone
Email
United StatesNorth Carolina
Jun 02, 2026
J. E. O.
Assistant Administrative
Mobile Phone
Email
United StatesGeorgia
May 26, 2026
E. C.
Administrator
Mobile Phone
Email
United StatesNorth Carolina
May 26, 2026

Frequently Asked Questions

What is PRIVATE WEALTH SYSTEMS known for?

PRIVATE WEALTH SYSTEMS was founded in 2015 operates in the Software Development industry. The company's main headquarters is located in 106 Langtree Village Road Mooresville, North Carolina 28117 United States; you can contact the main corporate office by phone at

+1-980-288-****

. Explore PRIVATE WEALTH SYSTEMS's company overview page for more information.

What is PRIVATE WEALTH SYSTEMS's most common email format?

PRIVATE WEALTH SYSTEMS employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PRIVATE WEALTH SYSTEMS email formats with LeadIQ.

How many employees does PRIVATE WEALTH SYSTEMS have currently?

PRIVATE WEALTH SYSTEMS has approximately 53 employees as of May 2026. These team members are located across 5 continents, including North AmericaAsiaAfrica.

Who are PRIVATE WEALTH SYSTEMS's key employees and leadership?

As of May 2026, PRIVATE WEALTH SYSTEMS's key employees include:

Chief Executive Officer: C. P.
Chief Information Security Officer: J. D.
Vp Of Finance: A. S. P.
Co-Founder, Executive Vice President: J. F.
Director Of Operations: R. B.

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PRIVATE WEALTH SYSTEMS Employee Directory

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