Company
We're on a mission to bring clarity to complex wealth.
We know how frustrating it can be to juggle systems and data — so we built PXW to simplify it. Every feature in our platform addresses a real pain point: the struggle to unify traditional and private investments, the hours spent manually reconciling data, and the difficulty of providing clients with a truly comprehensive view of their wealth.
Why We're Different
Our team brings together seasoned wealth management practitioners and technology innovators who've lived the challenges we solve. We combine deep investment expertise with technical vision to create the platform we always wished existed—one that brings true clarity to complex portfolios.
Our Leadership Team
Our leadership team brings decades of specialized experience to every feature we build.
Working At PXW
Join us on our mission to advance the way wealth advisors deliver value for their clients.
Open Roles
We're always looking for exceptional talent to help us on our mission. If you're passionate about solving complex financial challenges and don't see a role that matches your unique expertise, we'd love to hear from you anyway. Use our contact form to introduce yourself, and our talent team will reach out if there's potential alignment with our current or future needs.