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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Marcony Simoes, Mba | Stamford, Connecticut, United States |
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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 | New York, United States |
Email
Phone
|
| Paula Benjumea-Moore | Finance Professional Leader and Manager | Brewster, New York, United States |
Email
|
Employees by Management Level
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
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