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Private Wealth Systems completes capital raise


Private Wealth Systems, a provider of investment reporting to private banks, family offices, RIAs, and sophisticated investors, has successfully closed a new round of growth capital. 

The new capital will accelerate the development of the company’s next generation consolidated wealth reporting platform.

“The speed and size of the capital raise highlights Private Wealth Systems’ unique capabilities in transforming the investment reporting industry from a back office administrative function to a front office communication medium. We remain committed to providing the information that elevates and differentiates the relationship that exists between investors and their advisors,” says Craig Pearson, CFA, Co-Founder of Private Wealth Systems. “With advancements in technology, data consolidation is no longer a differentiator. In order to create value, a reporting platform must have core foundational logic that focuses on the refinement, calculation, and presentation of the data. This is where Private Wealth Systems has a demonstrable and distinct advantage.”

Private Wealth Systems’ unique data structure delivers unprecedented power and control that makes its consolidated investment reporting the most personalised, accurate, comprehensive, and actionable. The Company’s mobile platform provides users with instant access to a single aggregated view of their total wealth across all custodians, managers, asset classes, and entity structures for better and more informed decision making. Now more than ever, investors and advisors need to understand all drivers of risk and return but personalised to each investor in order to optimise the relevance and effectiveness of their decision making. One touch, one view, total control.

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