Insights

Acquisition by DST DST Systems acquired Wealth Management Systems, Inc., indicating a potential cross-sell opportunity for DST’s broader technology and services portfolio to the combined client base and for WMSI customers to leverage DST platforms.

Financial Service Focus Operating in financial services with revenue in the low to mid millions and a large employee base, presenting a target for scalable software, outsourced tech and data management solutions that support fintech operations and regulatory reporting.

Legacy Tech Stack WMSI uses Modernizr, HubSpot, PHP, New Relic, reCAPTCHA, ZURB Foundation, Google Analytics, and Microsoft ASP.NET, suggesting opportunities to modernize or optimize integration layers, analytics, security, and marketing automation for synergies with potential acquirers.

Strategic Exits Past major corporate events include the sale to SS&C and leadership transitions; sales teams can position governance, risk, and integration services to support post‑acquisition consolidation, data migration, and platform harmonization.

Growth Levers Recent news indicates leadership changes and long‑standing executive activity; identify needs for digital transformation, cloud migration, and customer experience enhancements that align with buyer priorities in similar financial services tech ecosystems.

Similar companies to Wealth Management Systems, Inc (WMSI)

Wealth Management Systems, Inc (WMSI) Tech Stack

Wealth Management Systems, Inc (WMSI) uses 8 technology products and services including Modernizr, HubSpot, PHP, and more. Explore Wealth Management Systems, Inc (WMSI)'s tech stack below.

Modernizr
Javascript Libraries
HubSpot
Marketing Automation
PHP
Programming Languages
New Relic
Real User Monitoring
reCAPTCHA
Security
ZURB Foundation
UI Frameworks
Google Analytics
Web Analytics
Microsoft ASP.NET
Web Frameworks

Media & News

Wealth Management Systems, Inc (WMSI)'s Email Address Formats

Wealth Management Systems, Inc (WMSI) uses at least 1 format(s):

Wealth Management Systems, Inc (WMSI) Email Formats	Example	Percentage
FLast@dstsystems.com	JDoe@dstsystems.com	85%
First.Last@dstsystems.com	John.Doe@dstsystems.com	12%
First_Last@dstsystems.com	John_Doe@dstsystems.com	2%
FiLast@dstsystems.com	JoDoe@dstsystems.com	1%

Frequently Asked Questions

What is Wealth Management Systems, Inc (WMSI)'s phone number?

You can contact Wealth Management Systems, Inc (WMSI)'s main corporate office by phone at

+1-816-435-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Management Systems, Inc (WMSI)'s official website and social media links?

Wealth Management Systems, Inc (WMSI)'s official website is dstsystems.com and has social profiles on LinkedIn.

How much revenue does Wealth Management Systems, Inc (WMSI) generate?

As of July 2026, Wealth Management Systems, Inc (WMSI)'s annual revenue is estimated to be $1M - $10M.

What is Wealth Management Systems, Inc (WMSI)'s NAICS code?

Wealth Management Systems, Inc (WMSI)'s NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Management Systems, Inc (WMSI) have currently?

As of July 2026, Wealth Management Systems, Inc (WMSI) has approximately 10K employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: A. P.Chief Executive Officer: C. A.Chief Executive Officer: C. T.. Explore Wealth Management Systems, Inc (WMSI)'s employee directory with LeadIQ.

What industry does Wealth Management Systems, Inc (WMSI) belong to?

Wealth Management Systems, Inc (WMSI) operates in the Financial Services industry.

What technology does Wealth Management Systems, Inc (WMSI) use?

Wealth Management Systems, Inc (WMSI)'s tech stack includes ModernizrHubSpotPHPNew RelicreCAPTCHAZURB FoundationGoogle AnalyticsMicrosoft ASP.NET.

What is Wealth Management Systems, Inc (WMSI)'s email format?

Wealth Management Systems, Inc (WMSI)'s email format typically follows the pattern of FLast@dstsystems.com. Find more Wealth Management Systems, Inc (WMSI) email formats with LeadIQ.

Wealth Management Systems, Inc (WMSI)

Q: What is Wealth Management Systems, Inc (WMSI)'s NAICS code?

Wealth Management Systems, Inc (WMSI)'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States10001+ Employees

Wealth Management Systems, Inc. (WMSI) operates in the financial services sector and is based in New York, New York. Its address is 110 Leroy Street, 5th Floor, New York, NY 10014, and the available information notes that WMSI has been acquired by DST Systems; updates are available on DST Systems’ LinkedIn page.

The provided materials do not specify WMSI's founding date, its products or services, or its customer base. Within the broader financial services technology landscape, the current listing situates WMSI as part of the DST Systems organization. It is not possible from the supplied information to determine the specific value proposition or the problems addressed by WMSI's offerings.