Fi-Tek Wealth Solutions
Company

Fi-Tek Wealth Solutions

Financial Services United States 85 employees
Employees
85
Contacts
2
Emails
2
Phones
1

Fi-Tek Wealth Solutions Overview

Headquarters
United States
Website
fws.fi-tek.com
Industry
Financial Services
Employees
85
Founded
1999
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Fi-Tek Wealth Solutions

Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution – Rockit Command® – that would consolidate account data from multiple sources, focus on data integrity, accounting, performance and flexible reporting.

Fi-Tek Wealth Solutions Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Fi-Tek Wealth Solutions Org Chart

Sample employees and titles
Name Title Contact
Marcony Simoes, Mba
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Alan Perl Director of Client Service and Business
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Dennis Joe, Cfa Senior Performance Analyst at Fi-tek
Email Phone
Paula Benjumea-Moore Finance Professional Leader and Manager
Email

Employees by Management Level

Director 1 profile
Manager 1 profile
Senior / Lead 1 profile

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