IT4Wealth

Financial Software · United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Financial Software Software Customer Engagement Platforms
ZI Rank: 1
Signal Type
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ZI Rank
1
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About IT4Wealth

IT4Wealth is a leading integrated software solution designed for the Family Offices, Private Investment, and Asset Management industry. The platform offers robust capabilities including portfolio management, performance reporting, risk management, and embedded CRM functionalities. Developed by investment portfolio managers and IT experts, it aims to automate and streamline core operational and analytical tasks while maintaining data in-house. IT4Wealth serves clients in the financial sector, particularly those managing alternative investments.Explore more
Popular SearchesIT4WealthIT4Wealth.comSIC Code 73,737NAICS Code 51,513Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IT4Wealth

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2014
JW
Jeffrey WilsonFounder & CEO
<$5M
11-50
Private
-
1992
CL
Clem LoweManager, Accounting
<$5M
1-10
Private
-
1998
<$5M
1-10
Private
-
2014
FC
Frankie CaccioManaging Partner
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

IT4Wealth is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

IT4Wealth is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about IT4Wealth.

IT4Wealth Tech Stack

A closer look at the technologies used by IT4Wealth

Top Financial Software Companies

Frequently Asked Questions Regarding IT4Wealth

What is IT4Wealth's official website?
IT4Wealth's official website is www.it4wealth.com
What is IT4Wealth's Revenue?
IT4Wealth's revenue is <$5 Million
What is IT4Wealth's SIC code?
IT4Wealth's SIC: 73,737
What is IT4Wealth's NAICS code?
IT4Wealth's NAICS: 51,513
How many employees does IT4Wealth have?
IT4Wealth has 11-50 employees
What industry does IT4Wealth belong to?
IT4Wealth is in the industry of: Financial Software, Software, Customer Engagement Platforms
What is IT4Wealth competition?
IT4Wealth top competitors include: Pereview Software, Objecutive, Quantal International, OpsCheck
What technology does IT4Wealth use?
Some of the popular technologies that IT4Wealth uses are: GoCentral, Google Font API, Apache HTTP Server
What does IT4Wealth do?

IT4Wealth is a leading integrated software solution designed for the Family Offices, Private Investment, and Asset Management industry. The platform offers robust capabilities including portfolio management, performance reporting, risk management, and embedded CRM functionalities. Developed by investment portfolio managers and IT experts, it aims t... o automate and streamline core operational and analytical tasks while maintaining data in-house. IT4Wealth serves clients in the financial sector, particularly those managing alternative investments.Read More

Is IT4Wealth a public company?
IT4Wealth is private company therefore does not currently have an official ticker symbol
See more information about IT4Wealth

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