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Wealthsite Office Head Office


Chicago
IL

Telephone

312.883.7009

Contact

Bernie Holtgreive
[email protected]

Tagline

Sophisticated solutions for complex wealth management. Consolidated reporting for liquid, illiquid, and net worth assets.

Profile

Wealthsite excels in serving 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.