About Wealthsite
Wealthsite is a Technology company based in Chicago (United States) founded in 2006 by Russell Burns, and was acquired by STP in December 2022. The company has 7 employees. Wealthsite offers products and services including WealthSite Platform and Client Portal. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its legal entity is WEALTHSITE, INC. Its competitors include Addepar, Altruist and InvestCloud; 3 of its 3 listed competitors have raised funding.
Company details
Solutions for wealth management, consolidated reporting for liquid, illiquid, and net worth assets. Features platform for advisors and family offices with wealth reporting needs. The platform supports shared and layered ownership, liquid, illiquid, and net worth assets, after-tax reporting, daily TWR precision, latest and multi-tranche reporting, multi-currency, shadow accounts benchmarking. Wealthsite serves family-office and ultra-high net worth clients, they also support traditional wealth advisors and money managers. The Wealthsite platform provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration, GIPS, and other features.
- Headquarters Chicago, United States
- Employees 7
- Founders Russell Burns
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website wealthsite.com
- Social LinkedIn
- Acquired by STP (Dec 2022)
- Legal Name Wealthsite, Inc.
- Investors
- Employee Count7
- Acquired bySTP
(Dec 2022)
Products & Services of Wealthsite
Wealthsite offers a comprehensive portfolio of products and services, including WealthSite Platform and Client Portal.
Software for managing portfolios and generating customized reports.
Interactive portal for secure document sharing and client access.
Investors in Wealthsite
Wealthsite has secured backing from 1 investor. Prominent investors backing the company include STP Investment Services.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Web-based solutions for capital market investments are offered. | 2008 | stpis.com | West Chester, United States |
Investor details for Wealthsite
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wealthsite
1 people are tracked at Wealthsite (1 in leadership); the tracked headcount is 7.
| Name | Role | Group |
|---|---|---|
Russell Burns | Founder & Managing Partner | Leadership |
Complete people profiles for Wealthsite
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Wealthsite
2 dated milestones of Wealthsite across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthsite is founded.
- Exit Acquired by STP.
Competitors of Wealthsite
Wealthsite has 3 listed competitors in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed competitors of Wealthsite
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Wealthsite (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Wealthsite
Wealthsite was founded in 2006.
Wealthsite is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Wealthsite has 7 employees.
Solutions for wealth management, consolidated reporting for liquid, illiquid, and net worth assets. Features platform for advisors and family offices with wealth reporting needs. The platform supports shared and layered ownership, liquid, illiquid, and net worth assets, after-tax reporting, daily TWR precision, latest and multi-tranche reporting, multi-currency, shadow accounts benchmarking. Wealthsite serves family-office and ultra-high net worth clients, they also support traditional wealth advisors and money managers. The Wealthsite platform provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration, GIPS, and other features.
Wealthsite's top competitors include Addepar, Altruist and InvestCloud.
Wealthsite offers WealthSite Platform and Client Portal.
Wealthsite has 1 investor. Key investors include STP Investment Services.
Wealthsite operates through Wealthsite, Inc..
Yes. Wealthsite was acquired by STP in December 2022.