Wealthsite Email Format

Software DevelopmentIllinois, United States2-10 Employees

Wealthsite is a Chicago-based software development firm focused on delivering technology solutions tailored to the private wealth industry. Its core offerings support web-based financial applications designed for private wealth divisions of banks and brokerage firms, as well as private equity and venture capital funds, hedge funds, money managers, and family office advisory services. The company emphasizes reporting and operational features, including private equity, net worth and balance sheet, ownership, and structure notes reporting, along with after-tax benchmarking and billing capabilities, aiming to streamline data conversion, security, and compliance while reducing total cost of ownership. Founded by Russell Burns, who has extensive experience in financial services operations and technology, Wealthsite positions itself to meet the specific needs of ultra-high-net-worth clients and related institutional service providers in the private wealth sector. In December 2022, it was announced that Wealthsite was acquired by STP Investment Services, signaling a strategic consolidation within the wealth operations technology space.

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