NetWorth

NetWorth Services is an innovative technology platform company that specializes in wealth tax management & analytics. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Financial Services and FinTech. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

NetWorth is based in Phoenix, Arizona and around since 1997. More on netbasis.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with NetWorth, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.