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Wealthsite Employee Directory

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.

Find Wealthsite employees' phone numbers or email addresses

Wealthsite Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

South America
1

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  • Uruguay
    1

Wealthsite's Leadership

  • Stylized image of a person
    A. G.
    Financial Reconciliation
    Phone icon
  • Stylized image of a person
    M. H.
    Software Developer
    Phone icon

Wealthsite Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Business
  • Accounting
  • Administrative
  • Arts & Design
  • Other
  • Banking

Contact profiles from Wealthsite

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Financial Reconciliation
    Phone icon
    Apr 23, 2025
  • Stylized image of a person
    M. H.
    Software Developer
    Phone icon
    Uruguay
    May 30, 2026

Frequently Asked Questions

What is Wealthsite known for?

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Wealthsite was founded in 2006 operates in the Software Development industry. The company's main headquarters is located in Chicago, Illinois 60610 United States; you can contact the main corporate office by phone at . Explore Wealthsite's company overview page for more information.

What is Wealthsite's most common email format?

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Wealthsite employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthsite email formats with LeadIQ.

How many employees does Wealthsite have currently?

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Wealthsite has approximately 2 employees as of June 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Wealthsite's key employees and leadership?

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As of June 2026, Wealthsite's key employees include:

  • Financial Reconciliation: A. G.
  • Software Developer: M. H.

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