WealthTechs
HQ Address
2100 NE 54th Court, Fort Lauderdale, FL 33308, United States
Website Address
Business introduction
Data Aggregation And Integration Services Guaranteed To Empower Customers To Achieve Their Objectives
We will always be there for you as your trustee for your clients' data, wherever you go, on your firm's own unique technological journey
WealthTechs Inc., based in Park City, Utah was founded by Ryan Dickau – CTO, Gaston Vera – COO, David Otero – CDO and Chris Casey – CEO.
We started R&D in 2014 and officially launched WealthTechs in February 2016. WealthTechs founders worked diligently to do what we set out to do: be the best in the world at providing data aggregation, normalization and integration applications/services to leading investment-oriented business enterprises around the world.
Today, we provide our products and services to 74 clients managing $91 trillion in assets, representing more than 140,000 accounts across more than 560 different custodian connections.
We are a rapidly growing team of 25 people dedicated to being the best in the world at one thing: aggregating, normalizing, and helping our clients integrate our data products and service solutions.
WealthTechs Solutions
WealthTechs
Seamless integration. Fast reconciliation. Less overhead. Technology to aggregate, standardize and integrate financial account data with the world’s leading investment systems for advisors, fintech companies and back office outsourcing firms....
