WealthTechs

Financial Software · Florida, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

2100 NE 54th Ct, Fort Lauderdale, Florid...

Revenue

<$5 Million

Industry

Financial Software Software Software Testing Business Services
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
2
1
1

About WealthTechs

WealthTechs specializes in data aggregation and integration services for investment managers, custodians, fintechs, and other investment-oriented businesses. Their platform provides accurate and normalized investment account data, ensuring operational efficiency and significant cost savings for clients. With a focus on data security and quality, WealthTechs delivers fast service and seamless integration with various investment management systems. The company is SOC 2 Type II certified, demonstrating its commitment to maintaining a secure environment for client data.Explore more
WealthTechs's Social MediaPopular SearchesWealthTechs IncSIC Code 73,737NAICS Code 51,518Show more

WealthTechs Org Chart

CC
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
Ryan Dickau, Chief Technology Officer at WealthTechs
United States flag for contact location.

Chief Technology Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
SB
United States flag for contact location.

Source Data Relationship Manager

PhoneEmail
NM
United States flag for contact location.

Junior Data Source Relationship Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is WealthTechs your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to WealthTechs

Compare insights from companies similar to WealthTechs, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthTechs

<$5M
11-50
Private
-
2010
$9.8M
51-200
Private
-
1998
AM
Archana MoreChief Operating Officer
$8.9M
11-50
Private
$33.7M
2006
RG
Ritu GhoshManager, Data Quality
<$5M
11-50
Private
-
2012
DS
Dinesh ShastriPresident & Co-Founder
<$5M
11-50
Private
<$5M
2010
<$5M
11-50
Private
-
2004
GP
Guy PowellManaging Director and Partner
<$5M
1-10
Private
-
1999
Eric Sontag, President & Co-Founder at PortfolioShop
Eric SontagPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WealthTechs Tech Stack

A closer look at the technologies used by WealthTechs

WealthTechs News & Media

Read more news

Top Financial Software Companies

Frequently Asked Questions Regarding WealthTechs

What is WealthTechs's official website?
WealthTechs's official website is www.wealthtechs.com
What is WealthTechs's Revenue?
WealthTechs's revenue is <$5 Million
What is WealthTechs's SIC code?
WealthTechs's SIC: 73,737
What is WealthTechs's NAICS code?
WealthTechs's NAICS: 51,518
How many employees does WealthTechs have?
WealthTechs has 11-50 employees
What industry does WealthTechs belong to?
WealthTechs is in the industry of: Financial Software, Software, Software Testing
What is WealthTechs competition?
WealthTechs top competitors include: OpEff Technologies, InteliClear, Risclarity, Xignite
What technology does WealthTechs use?
Some of the popular technologies that WealthTechs uses are: Microsoft 365, Google Tag Manager, GoDaddy DNS, GoDaddy SSL Certificates
Who is the CTO of WealthTechs?
WealthTechs's CTO is Ryan Dickau
What does WealthTechs do?

WealthTechs specializes in data aggregation and integration services for investment managers, custodians, fintechs, and other investment-oriented businesses. Their platform provides accurate and normalized investment account data, ensuring operational efficiency and significant cost savings for clients. With a focus on data security and quality, We... althTechs delivers fast service and seamless integration with various investment management systems. The company is SOC 2 Type II certified, demonstrating its commitment to maintaining a secure environment for client data.Read More

What are WealthTechs social media links?
WealthTechs Linkedin page WealthTechs Twitter page
Is WealthTechs a public company?
WealthTechs is private company therefore does not currently have an official ticker symbol
See more information about WealthTechs

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.