Fi-Tek

Edison, United States Founded: 1998 • Age: 28 yrs
Wealth management software for financial institutions is provided.
Annual revenue $5.0M Latest available
Total funding - 2 rounds
Employees 153 Tracked headcount
Investors 1 Known backers
Products 5 Services tracked
Competitors 11 Brand Intelligence

About Fi-Tek

Fi-Tek is a company based in Edison (United States) founded in 1998. The company has 153 employees as of April 02, 2024. Fi-Tek has completed 1 acquisition, including Rockit® Solutions. Fi-Tek offers products and services including Global WealthES™, HedgeTek®, Rockit® Solutions, OpsSourcing, and Cloud Services. Fi-Tek operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.

  • Headquarter Edison, United States
  • Employees 153 as on 02 Apr, 2024
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Fi-Tek Private Limited
  • Date of Incorporation 09 Feb, 1999
  • Jurisdiction Kolkata, West Bengal, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $4.96 M (USD)
    15
    as on Mar 31, 2023
  • Net Profit
    $619.84 K (USD)
    8.67
    as on Mar 31, 2023
  • EBITDA
    $840.22 K (USD)
    15.14
    as on Mar 31, 2023
  • Latest Funding Round
    $124.65 K (USD), Grant

    Feb 01, 2020

  • Investors
  • Employee Count
    153

    as on Apr 02, 2024

  • Investments & Acquisitions
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Products & Services of Fi-Tek

Fi-Tek offers a comprehensive portfolio of products and services, including Global WealthES™, HedgeTek®, Rockit® Solutions, OpsSourcing, and Cloud Services.

Product name locked
Category locked
Primary

Software for managing the full lifecycle of wealth management operations.

Product name locked
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Platform for tracking investor accounts and calculating fees in hedge funds.

Product name locked
Category locked
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Solutions for integrated family office management and wealth services.

Product name locked
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Integrated platform for wealth management outsourcing and operations.

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Services to reduce operational costs in financial environments.

People of Fi-Tek

Headcount 200-500
Employee Profiles 33
Employee Profiles
People
Dilip Sharma
Vice President, Infrastructure Management
People
Elsa Schmitt
Director Product Development
People
Saikat Ganguly
Product Manager
People
Sandipan Bhowmick
Manager Product

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Funding Insights of Fi-Tek

Investors in Fi-Tek

Fi-Tek has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include European Union.

All
Institutional
Investor Description Founded Year Domain Location
Government entites focused on freedom, democracy, equality and the rule of law, promoting peace and stability
Locked Locked Locked
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Investor details for Fi-Tek

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
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Investments & Acquisitions by Fi-Tek

Fi-Tek has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Rockit® Solutions.

Investments
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Investment portfolio details for Fi-Tek

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Data aggregation and reporting solutions are offered for financial professionals.
Locked Locked 2000 Locked
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Complete acquisition details for Fi-Tek

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Financial Statements - Fi-Tek

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Detailed financials for Fi-Tek

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Fi-Tek Comparisons

Fi-Tek Primary company
Description
Wealth management software for financial institutions is pro...
Location
Edison, United States
Founded Year
1998
Annual Revenue
$4.96 M (USD)
Net Profit
$619.84 K (USD)
EBITDA
$840.22 K (USD)
Employees
153
As of 2024
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Peer comparison for Fi-Tek

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Competitors of Fi-Tek

Fi-Tek operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Planful, Iress, Modern Wealth Management, Wealthpilot and iraLogix, among others.

Company Name Domain Founded year HQ Location Description
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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SaaS-based financial advisory & planning solutions
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Financial planning software for IRA recordkeeping is offered.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Detailed competitors of Fi-Tek

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Latest news on Fi-Tek

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Complete news archive for Fi-Tek

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Frequently Asked Questions about Fi-Tek

Fi-Tek was founded in 1998 and raised its 1st funding round 20 years after it was founded.

Fi-Tek is headquartered in Edison, United States. It is registered at Edison, New Jersey, United States.

As of Apr 02, 2024, the latest employee count at Fi-Tek is 153.

Annual revenue of Fi-Tek is $4.96M as on Mar 31, 2023.

Fi-Tek was founded in 1998 and is based in Edison, United States. Software solutions are offered to financial institutions, covering partnership and investor allocation, trust accounting, hedge fund administration, investment management, and wealth management. The full lifecycle of wealth management and investor accounting needs for hedge funds and other securities partnerships is supported through these services in the fintech sector.

Fi-Tek's top competitors include Iress, Planful and iraLogix.

Fi-Tek offers Global WealthES™, HedgeTek®, Rockit® Solutions, OpsSourcing, and Cloud Services.

Fi-Tek has made 1 acquisition, including Rockit® Solutions.

Fi-Tek has 1 investor. Key investors include European Union.

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