Privé Technologies provides business-to-business software as a service to help financial institutions digitize wealth management offerings.
Founded in 2011, the company serves clients in more than 16 jurisdictions.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
Its tools are used by private and retail banks, insurers, asset managers, securities and brokerage providers, multi-family offices, and external asset managers.
The platform spans client acquisition and content marketing, digital onboarding and CRM, portfolio construction and management, portfolio monitoring and reporting, and account aggregation.
Source: LinkedIn company description · Retrieved October 13, 2026
Its modules can be assembled into fully digital advisor-led wealth management journeys or end-to-end robo-advisory solutions.
Source: LinkedIn company description · Retrieved October 13, 2026
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Open the published source list.RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 1, 2026, September 13, 2026, September 14, 2026, September 18, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 30, 2026 and October 10, 2026. How the company lists are built.
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