About Wealth Management Systems
Wealth Management Systems is a Financial Services company based in New York (United States) founded in 2001. Provider of wealth management services. Wealth Management Systems has completed 1 acquisition, including Archimedes Systems. Its website wealthmsi.com draws about 26 thousand monthly visits. Its Indian entity Indomsi Computers Private Limited reported revenue of ₹175 Cr. The company has since been acquired. Wealth Management Systems offers products and services including Black Diamond, SS&C Blue Prism, and EZE. Its focus areas include Asset Management and Wealth Management. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
The company was founded in 2001 and is headquartered in New York, United States. Operations are focused on the wealth management industry, where advisory and investment services are delivered to individuals and organizations. Financial planning and asset allocation are handled as core functions. The domain wealthmsi.com supports digital interactions. Activities remain centered in the U.S. financial landscape, with emphasis on regulatory compliance and client data security.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Website wealthmsi.com
- Legal Name Indomsi Computers Private Limited
- Date of Incorporation 12 Mar, 2023
- Jurisdiction Bangalore, Karnataka, India
- Indian entity revenue₹175 Cr
FY 2026 · +501% YoY
- Indian entity net loss-₹18.45 Cr
FY 2026 · -11% margin
- Indian entity EBITDA-₹11.55 Cr
FY 2026 · -7% margin
- Investments & Acquisitions
Associated legal entities of Wealth Management Systems
Wealth Management Systems operates through Indomsi Computers Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Indomsi Computers Private Limited CIN U81292KA2023FTC171114 | Active | 12 Mar 2023 | Bangalore, Karnataka | ₹175 Cr | 3 | View details |
Products & Services of Wealth Management Systems
Wealth Management Systems offers a comprehensive portfolio of products and services, including Black Diamond, SS&C Blue Prism, and EZE.
Software platform for asset management and reporting.
Automation tools for business process optimization.
System for trade order management and execution.
Board of directors of Indomsi Computers Private Limited (Wealth Management Systems)
Indomsi Computers Private Limited is the primary company behind Wealth Management Systems. The board of Indomsi Computers Private Limited currently have 2 directors; the longest-serving is Yi-Ting Lee, appointed in 2023. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Yi-Ting Lee DIN 10068790 | Director | 12 Mar 2023 | 3 yrs 8 mo | Indomsi Computers Private Limited |
| Shridhar Vidyadhar Magadum DIN 10068791 | Director | 12 Mar 2023 | 3 yrs 8 mo | Indomsi Computers Private Limited |
Financials of Wealth Management Systems
Figures of Indomsi Computers Private Limited, the primary company behind Wealth Management Systems, for FY 2026. Revenue was ₹175 Cr (+501% year on year). Net loss was -₹18.45 Cr (-11% margin). EBITDA was -₹11.55 Cr (-7% margin). Revenue has grown at a compounded annual rate of 0% over three years and 0% over five years.
- ₹175 CrRevenue · FY 2026 · +501% YoY
- -₹18.45 CrNet loss · -11% margin
- -₹11.55 CrEBITDA · -7% margin
- ₹16.74 CrPaid-up capital
- 0%Revenue CAGR, 3 years
- 0%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Indomsi Computers Private Limited are on its company page.
Detailed financial statements for Wealth Management Systems
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by Wealth Management Systems
Wealth Management Systems has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Archimedes Systems.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Web-based financial education tools are provided to individuals. | archimedes.com | Waltham, United States | 1991 | Oct 2012 | •••• |
Complete acquisition details for Wealth Management Systems
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Timeline of Wealth Management Systems
2 dated milestones of Wealth Management Systems across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Wealth Management Systems is founded.
- Acquisition Acquires Archimedes Systems.
Similar companies to Wealth Management Systems
Wealth Management Systems has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of Wealth Management Systems
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Web traffic of Wealth Management Systems
The website of Wealth Management Systems (wealthmsi.com) receives about 25.9K visits a month.
- Monthly visits25.9K
▲ 52.4% vs previous month
Websites whose visitors overlap most with Wealth Management Systems. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| retirementplanners.com | 100% | #5,870,423 | View details | ||
| datair.com | 98% | #9,710,929 | View details | ||
| voya.com | 95% | 5.9M | #7,061 | View details | |
| pacificpremiertrust.com | 86% | 2.2K | #6,413,126 | View details | |
| pencewealthmanagement.com | 76% | 2.5K | #6,847,822 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 17 similar websites and full traffic analytics for Wealth Management Systems
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Top companies in Asset Management
3 companies that operate in the same segment as Wealth Management Systems (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Wealth Management Systems
Complete news archive for Wealth Management Systems
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Frequently Asked Questions about Wealth Management Systems
Wealth Management Systems was founded in 2001.
Wealth Management Systems is headquartered in New York, United States. It is registered at New York, New York, United States.
The primary company behind Wealth Management Systems, Indomsi Computers Private Limited, reported revenue of ₹175 Cr for FY 2026, up 501% year on year.
The company was founded in 2001 and is headquartered in New York, United States. Operations are focused on the wealth management industry, where advisory and investment services are delivered to individuals and organizations. Financial planning and asset allocation are handled as core functions. The domain wealthmsi.com supports digital interactions. Activities remain centered in the U.S. financial landscape, with emphasis on regulatory compliance and client data security.
Wealth Management Systems's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Wealth Management Systems offers Black Diamond, SS&C Blue Prism, and EZE.
Wealth Management Systems has made 1 acquisition, including Archimedes Systems.
Wealth Management Systems operates through Indomsi Computers Private Limited.
The legal entities of Wealth Management Systems currently have 3 directors, including Yi-Ting Lee, Shridhar Vidyadhar Magadum, Manjunatha Chandushree.