OUR STORY
NetWorth Services, Inc. (NWS), an SSAE 16-Certified FinTech company is headquartered in Phoenix, Arizona, with a satellite office in Philadelphia, PA. For over two decades, NetWorth has developed a suite of investment management SaaS cloud-based applications for the financial services market. NetWorth’s state-of-the-art products are often first to market and disruptive in innovative design and functionality.  NetWorth currently has four patents on its cost basis engine that has received a number of industry awards for its suite of technological advances in both the public and private sectors.
The successful introduction of its original flagship product Netbasis into the marketplace helped to redefine how shareholders/investors took control of their investments and subsequently viewed its performance. Netbasis empowered investors/shareholders by offering a product with features and functions that allowed them to understand their investment a little more and guided them in making choices that could impact their tax responsibility.
NetWorth Services is uniquely positioned to rive the RIA and wealth management industry by utilizing its patented artificial intelligence (AI) database technology. This cutting edge technology gives NWS the proprietary edge to outperform its competition, as the RIA and wealth management industry looks for new answers in the world of digital applied sciences.

 

NetWorth’s solutions have already been adopted by many leading financial institutions, transfer agencies, tax preparation software companies, accounting firms, money managers, government agencies, Fortune 500 companies, universities, endowments and individual investors.