Since January 2000, WealthTec has been providing advanced financial and estate planning software solutions to professional wealth advisors serving ultrawealthy clients. Founder and President, Howard L. Eisenberg, CPA/PFS, CFP®, CIMA®, CPWA®, RMA®, CTFA, CLU®, ChFC®, is a highly credentialed, former financial and estate planning practitioner who has driven WealthTec to become a leader in the field of financial modeling.
During the years he successfully served business owners and corporate executives directly, Howard learned a great deal about incorporating financial and estate planning software into the service delivery process. The result of his unique vision is WealthTec® Suite, the most sophisticated package of financial and estate planning tools and presentations available.
WealthTec Suite was created by someone like you, an experienced advisor who serves an upscale, demanding clientele. Thus, nothing is lost in the translation between the subject matter expert and the software developer. As a WealthTec Suite user you can expect to have a great deal more modeling and presentation capabilities than you have ever had.
Please visit https://wealthtec.com for more information. A 45-day free trial of WealthTec Suite is available for download.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Fulton, Md
- Phone
- +1 301 725 1437
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://wealthtec.com
- Keywords
- Asset Allocation Planning, Income Tax Planning, Strategic Cash Flow Planning, Strategic & Tactical Estate Planning, IRA Planning, Planned Charitable Giving.
- HQ
- Fulton, MD
Wealthtec Questions
Wealthtec's helpline number is +1 301 725 1437
Wealthtec's website is https://wealthtec.com
Wealthtec's LinkedIn profile is https://www.linkedin.com/company/wealthtec
Wealthtec has
6 employees.
View email and phone details for 6
employees at Wealthtec.
Wealthtec's industry is
Software Development
Wealthtec's top competitors are
Wealthtec Holdings (Pty) Ltd,
Wealthtech,
Tuksvillage,
Filecenter,
Rankings.io,
Sefeko (Pty) Ltd,
Vertodigital,
Northwestern Mutual,
Kirkland & Ellis.
Wealthtec's categories are Software Development
Wealthtec's founding year is 1999
