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Global Wealth Systems

Disruptive technology to the $120 trillion global custody market with an onDemand total wealth reporting platform.

  • Stage Product In Development
  • Industry Software
  • Location New York City, NY, USA
  • Currency USD
  • Founded May 2012
  • Employees 3
  • Website

Company Summary

The Company was founded by two investment reporting industry veterans to address the immediate and growing need among the 10.9 million complex high networth investors and the 15,000 global wealth advisors for a highly scalable yet mass-customizable consolidated total wealth reporting platform. The management team has a proven track record of success in building and selling consolidated reporting platforms to global investment advisors.


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    Co-Founder CEO
    CEO (co-founder)

    He is an accomplished business leader with more than 20 years of experience in sales and marketing in the financial services and financial technology industry. He has been instrumental in restructuring three emerging-growth FinTech companies, dramatically increasing revenue and profitability. He has a proven track record of bringing new high technology businesses to a market leadership position both in the US and EMEA and has earned a reputatio

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    Co-Founder Head of Product
    SVP Product (co-founder)

    She is known throughout the client reporting industry as a true innovator and thought leader. She has been responsible for building the reporting platforms for the three largest vendors in the industry and has run performance and client reporting groups for many companies including a tier 1 global investment bank. Over her 20 year career, she has gained insight into comprehensive and efficient workflow processes that ensure a high level of data


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    McClure PA