WealthTechs
HQ Address
339 Park Ave, Park City, UT 84060, United States
Website Address
Business introduction
Save 50% vs Advent Custodial Data. High quality data = faster reconciliation
WealthTechs provides advisors using SS&C Advent APX, Axys & Geneva with a cost effective, high quality, secure alternative to Advent's Custodial Data Service
WealthTechs is a leading data technology firm, founded by Chris Casey, a veteran financial services technology executive. WealthTechs provides 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.
The WealthTechs team brings together industry experience from the most established companies in the industry including SS&C, Advent Software, Satuit Technologies, Factset, and Broadridge. WealthTechs is rapidly growing due to high demand for its high quality, integrated financial account data solutions. WealthTechs is headquartered in Oceanside, California with offices in Denver, New York City, Salt Lake City, San Francisco and Argentina.
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....
