Private Wealth Systems

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review.
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Who We Are

Craig Pearson, CFA
(980) 500-3001



Our Products
  • Portfolio Accounting - the multi-asset, multi-currency investment accounting captures and reconciles every transaction to report on gain, loss, expense, income, and fees by any entity, manager, country, asset class or custom grouping
  • Aggregation - we maintain our own proprietary direct data feeds to the major custodians across the Americas and EMEA to deliver data that is more comprehensive and more accurate that other providers
  • Analytics - we are unique in that we calculate And store true daily time weighted performance and weighting at the individual holding and group level every day to deliver analytics that are more accurate than other leading providers
  • Partnership Accounting - we track pro-rata ownership at the fund and partner level and automatically adjust ownership percentage based on size and timing of investment flows.  We support the IRS Lender Rule including calculating profit interest
  • Financial Reporting - you can report on any data item by any category you want on an ad-hoc and scheduled basis for reporting that is personalized to each individual stakeholder


What's Special About Us?

Private Wealth Systems' cloud based consolidated investment reporting software platform provides account aggregation, portfolio management, and client reporting to family offices on 5 continents.  As a preferred provider to several of the top global private banks and accounting firms our platform has proven to deliver a level of data accuracy, flexibility, and personalization that is unmatched throughout the industry.





Data as of: 
Friday, June 11, 2021
Year Established: 


What percentage of your clients are single-family offices?: 
Total number of full-time employees: 
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Craig Pearson, CFA
(980) 500-3001


106 Langtree Road, Suite 301
Mooresville  North Carolina  28117
United States