Fi-Tek Wealth Solutions
Financial Services • 
Stamford, Connecticut, United States • 51-100 Employees
Company overview
| Headquarters | 333 Ludlow St, South Tower, 3rd Floor, Stamford, Connecticut 06902, US |
| Websites | |
| NAICS | 52 |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
Key Contacts at Fi-Tek Wealth Solutions
Alan Perl
Director Of Client Service And Business Development
Erik Forssman
Senior Managing Director
Allan Reich
Director Of Partnership Accounting And Tax At Rockit Solutions, Llc
Steve Weissman
Director, Performance Services
Fi-Tek Wealth Solutions Email Formats
Fi-Tek Wealth Solutions uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@rockitco.com), used 46.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rockitco.com | 66.1% |
{first name}{last name} | johndoe@fi-tek.com | 30.6% |
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 revenue & valuation
| Annual revenue | $7,272,175 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $23,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Fi-Tek Wealth Solutions has 33 employees across 7 departments.
Departments
Number of employees
Funding Data
Fi-Tek Wealth Solutions has never raised funding before.
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