WealthTec
Financial Software · Maryland, United States · 1-10 Employees
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Overview
Headquarters
11446 Iager Blvd, Fulton, Maryland, 2075...Phone Number
(301) 725-1437Website
www.wealthtec.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About WealthTec
WealthTec specializes in providing advanced financial, tax, and estate planning software solutions tailored for professionals serving ultra-wealthy clients. Their flagship products, WealthTec Suite and WealthTec PlanXPRT, offer a comprehensive range of planning tools and presentations designed for high-net-worth individuals. With a commitment to responsive support and a proven track record since 2000, WealthTec aims to empower financial advisors with innovative technology. The company is led by Howard L. Eisenberg, a seasoned expert in wealth planning and software development.Explore more
WealthTec Org Chart
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WealthTec Tech Stack
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WealthTec specializes in providing advanced financial, tax, and estate planning software solutions tailored for professionals serving ultra-wealthy clients. Their flagship products, WealthTec Suite and WealthTec PlanXPRT, offer a comprehensive range of planning tools and presentations designed for high-net-worth individuals. With a commitment to re... Read More
