Wealthsite

Wealthsite offers sophisticated wealth reporting technology solutions to the private wealth industry. Founded in 2006 by Russell Burns, who has over 35 years of experience in financial services operations and technology, the company aims to cater to the technology requirements of the private wealth industry. Wealthsite's core web-based financial applications target clients such as private wealth divisions of major banks and brokerage firms, private equity and venture capital funds, hedge funds, money managers, and investment advisors in the wealthy family office market. Wealthsite's offerings include best-in-class technology, advanced reporting features, private equity reporting, net worth and balance sheet reporting, structure notes reporting, after-tax and shadow benchmarking, complex ownership reporting, custom billing features, and safe, secure & compliance-friendlyoperational efficiency and providing data conversion expertise. With a focus on the financial services and wealth management industries, Wealthsite is poised to address the unique requirements of its niche market. As of now, there is no information available about the company's last investment or the investors involved.