Fi-Tek Wealth Solutions™ (FWS) is expanding its services with cutting-edge technology. Our integrated solution combines Rockit® Command, Global WealthES®, and HedgeTek® for a seamless experience across all wealth segments. With enhanced services and a global team, FWS is set to tackle complex challenges and deliver exceptional value. #WealthManagement #FinTech #Innovation #FamilyOffice #AlternativeInvestments #FiTekWealthSolutions #FiTek Learn more: https://lnkd.in/gVDK8mvp
Fi-Tek Wealth Solutions
Financial Services
Stamford, Connecticut 1,374 followers
Trusted Partner on Your Wealth Journey.
About us
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.
- Website
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https://fws.fi-tek.com/
External link for Fi-Tek Wealth Solutions
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Stamford, Connecticut
- Type
- Privately Held
- Founded
- 1999
Locations
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Primary
Get directions
333 Ludlow St
South Tower, 3rd Floor
Stamford, Connecticut 06902, US
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Get directions
333 Thornall Street, 2nd Floor
Edison, NJ 08837, US
Employees at Fi-Tek Wealth Solutions
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Paula Benjumea-Moore
Finance professional leader and manager in operations, corporate actions, dividends, ops-sourcing, cash management.
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Dennis Joe, CFA
Senior Performance Analyst at Rockit Solutions, LLC
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Valerie Whittaker
Performance Analyst Rockit Solutions, LLC Edison, NJ
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Marcony Simoes, MBA
Updates
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In case you missed it - our Technology Resource Partner Fi-Tek Wealth Solutions recently contributed to our FOX Blog the on the topic of Fund Administration and the Modern Family Office! In this article, they explore how the diffusion of employees and practices from different investment disciplines will impact the future state of the modern family office by directly increasing the need for fund administration. Click here to read the full post: https://lnkd.in/g5tj8ir3
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