The Story So Far
A Quick Snapshot
Eliminating structural inefficiencies in global wealth.
Private Wealth Systems is a global financial technology company focused on its founding mission: to improve the preservation and growth of complex investment portfolios by reimagining legacy technology.
“Private Wealth Systems’ unique advantage is they combine the best of the COO, which is focused on data quality, and the CIO, who is focused on investment analysis. No other provider has this combination.”
Head of Custody, Global Private BankOur team’s experience has enabled us to design a platform that is truly best-in-class across account aggregation, data reconciliation, portfolio accounting, performance calculation, client reporting, and investor portal.
The platform sets a new standard for accuracy and comprehensiveness—capturing, correcting, and presenting every component of every transaction across every instrument and currency, regardless of ownership structure.
Think of us as a technology platform that provides the personalized precision of a family office solution with the scalability and security of a global enterprise banking platform. We deliver tax-level accurate intelligence that is timely, actionable, and personalized.
When the Odds Are One in a Million, Be That One.
I am motivated by my children and a deep desire to make a lasting positive impact on people’s lives. Individual wealth can have such a profound impact on improving our world. Whether you want to fund a school in Ghana, build a health clinic in Guizhou or finance a new startup that will become the next Apple or Amazon, you need to engage and be an active participant in how your wealth is managed. I hope our platform can help individuals engage at an elevated level of knowledge, align their wealth with their personal values, and make an impact that they can be proud of in order to create their own unique legacy.
Philosophy
Yet someone with $10 million to $100 billion has literally no means of actionable independent oversight over their advisors and investments, placing their family legacy at risk. High net worth investors should have the information they want, when they want, in the format they want, on the device they want, in order to be an active participant in managing their wealth.
Where the majority of other software platforms focus on the institution, Private Wealth Systems focuses on the high net worth individual who remains unserved by other systems because of their level of financial complexity. By providing digital, personalized, one touch access to all of the financial information within a complex investment portfolio, we will fundamentally shift greater control back into the hands of the high net worth individual enabling them to have a better understanding of their wealth and how it’s managed.
In turn, access to this level of data will also empower advisors to provide better guidance and a better experience to their clients, further cementing the investor-advisor relationship.