About Fi-Tek
Fi-Tek is a company based in Edison (United States) founded in 1998. The company has 153 employees. 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
- SectorsTechnology
- Website fi-tek.com
- Social LinkedIn
- Legal Name Fi-Tek Private Limited
- Date of Incorporation 09 Feb, 1999
- Jurisdiction Kolkata, West Bengal, India
- Annual Revenue₹51.55 Cr
FY 2025 · +11% YoY
- Net Profit₹6.52 Cr
FY 2025 · 13% margin
- EBITDA₹9.27 Cr
FY 2025 · 18% margin
- Latest Funding Round$124.65K (USD), Grant
Feb 2020
- Investors
- Employee Count153
- Investments & Acquisitions
Associated legal entities of Fi-Tek
Fi-Tek operates through Fi-Tek Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fi-Tek Private Limited CIN U74140WB1999PTC088766 | Active | 09 Feb 1999 | Kolkata, West Bengal | ₹51.6 Cr | 153 | 3 | View details |
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.
Software for managing the full lifecycle of wealth management operations.
Platform for tracking investor accounts and calculating fees in hedge funds.
Solutions for integrated family office management and wealth services.
Integrated platform for wealth management outsourcing and operations.
Services to reduce operational costs in financial environments.
Funding Insights of Fi-Tek
- Total Rounds 2
- Last Round Grant — $124,652
- First Round $463,020
(Nov 2018)
- Investors Count 1
All 2 funding rounds of Fi-Tek with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2020 | $124,652 | Grant | – | – | |
| Nov 2018 | $463,020 | Grant | – | – |
1 investors in total: 1 institutional.
Investors in Fi-Tek
Fi-Tek has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include European Union.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Government entites focused on freedom, democracy, equality and the rule of law, promoting peace and stability | 1958 | europa.eu | Brussels, Belgium |
Investor details for Fi-Tek
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Fi-Tek Private Limited (Fi-Tek)
Fi-Tek Private Limited is the primary company behind Fi-Tek. The board of Fi-Tek Private Limited currently have 3 directors; the longest-serving is Subir Chatterjee, appointed in 1999.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Subir Chatterjee DIN 00309813 | Director | 09 Feb 1999 | 27 yrs 7 mo | Fi-Tek Private Limited |
| Surajit Banerjee DIN 00309674 | Managing Director | 01 Nov 1999 | 26 yrs 11 mo | Fi-Tek Private Limited |
| Ranjan Roy DIN 00140000 | Director | 15 Nov 2004 | 21 yrs 10 mo | Fi-Tek Private Limited |
People of Fi-Tek
33 people are tracked at Fi-Tek (14 in leadership, 19 in team); the tracked headcount is 153.
| Name | Role | Group |
|---|---|---|
Dilip Sharma | Vice President, Infrastructure Management | Leadership |
Elsa Schmitt | Director Product Development | Leadership |
Stuart Hendry | Head Of Strategic Initiatives | Leadership |
Rob Mounts | Executive Director, GWES Portfolio Management Solutions | Leadership |
Danielle Gogan | Director, Wealth Management Solutions | Leadership |
Steve Borst | Managing Director Sales | Leadership |
| President & Chief Executive Officer | Leadership | |
Anirudha Bhattacharya | Senior Vice President – GWES Investment Management Product Manager | Leadership |
Peter Marshall | Managing Director | Leadership |
Arun Lulla . | Vice President- Business Analysis & Solutions | Leadership |
Frank Judisch | Managing Director | Leadership |
Ramsey El-Fakir | Cio/cto/ciso | Leadership |
Anup Barui | Vice President Business Analyst And Solution | Leadership |
Anup Saha | Senior Vice President, GWES Data Architect & Product Manager | Leadership |
Saikat Ganguly | Product Manager | Team |
Sandipan Bhowmick | Manager Product | Team |
M.D. Nesar Ahmed | Executive - Administration And Accounts | Team |
Rohan Roy Chowdhury | Senior Business Analyst | Team |
Poulami Basak | Business Analyst | Team |
Biswajit Poddar | Manager - Product | Team |
13 more people are available in the full profile.
Complete people profiles for Fi-Tek
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Fi-Tek
Figures of Fi-Tek Private Limited, the primary company behind Fi-Tek, for FY 2025. Revenue was ₹51.55 Cr (+11% year on year). Net profit was ₹6.52 Cr (13% margin). EBITDA was ₹9.27 Cr (18% margin). Revenue has grown at a compounded annual rate of +13% over three years and +9% over five years.
- ₹51.55 CrRevenue · FY 2025 · +11% YoY
- ₹6.52 CrNet profit · 13% margin
- ₹9.27 CrEBITDA · 18% margin
- ₹0.01 CrPaid-up capital
- 153Employees (provident fund records)
- +13%Revenue CAGR, 3 years
- +9%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fi-Tek Private Limited are on its company page.
Detailed financial statements for Fi-Tek
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Fi-Tek
Fi-Tek has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Rockit® Solutions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Data aggregation and reporting solutions are offered for financial professionals. | rockitco.com | Stamford, United States | 2000 | Jan 2016 | •••• |
Complete acquisition details for Fi-Tek
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Fi-Tek
4 dated milestones of Fi-Tek across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Fi-Tek is founded.
- Acquisition Acquires Rockit® Solutions.
- Funding First funding round of $463K.
- Funding Latest funding round, Grant, of $125K.
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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| wealthpilot.com | 2010 | Munich, Germany | $12.61M | 57 | SaaS-based financial advisory & planning solutions | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| advizr.com | 2013 | New York, United States | $9.67M | 23 | Financial Planning Software for advisors | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| rightcapital.com | 2012 | New Haven, United States | $3.32M | 35 | Financial planning and tax planning solutions provider for financial advisors | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. |
Detailed competitors of Fi-Tek
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Fi-Tek
The website of Fi-Tek (fi-tek.com) receives about 2.2K visits a month.
- Monthly visits2.2K
▲ 27% vs previous month
Websites whose visitors overlap most with Fi-Tek. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fundcount.com | 100% | 13.1K | #1,871,552 | View details | |
aloc.com | aloc.com | 80% | – | #7,817,342 | – |
gresham-computing.com | gresham-computing.com | 80% | – | – | – |
| tradingtechnologies.com | 80% | 113K | #350,163 | View details | |
| vermilionsoftware.com | 80% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 17 similar websites and full traffic analytics for Fi-Tek
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 17 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to Fi-Tek
10 companies that operate in the same segment as Fi-Tek (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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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.
Fi-Tek has 153 employees.
The primary company behind Fi-Tek, Fi-Tek Private Limited, reported revenue of ₹51.55 Cr for FY 2025, up 11% year on year.
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 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.
Fi-Tek operates through Fi-Tek Private Limited.
The legal entities of Fi-Tek currently have 3 directors, including Ranjan Roy, Subir Chatterjee, Surajit Banerjee.