Founded in 1998, Fi-Tek is a premier financial technology (FinTech) company specializing in providing innovative solutions for the wealth management industry. The company serves a diverse client base, including banks, trust companies, registered investment advisors (RIAs), family offices, and hedge funds. Fi-Tek's core offerings include proprietary software platforms like Global-WealthES®, Trust-WealthES®, and Hedge-Tek, which deliver comprehensive functionalities for portfolio management, trust accounting, client reporting, and securities processing. The company's mission is to offer scalable, integrated, and reliable technology platforms complemented by a range of back-office and middle-office services.

Founded in

United States