Founded in 1998 and acquired by Broadridge Financial Solutions in 2012, WealthTec specializes in developing and providing sophisticated, cloud-based software and data solutions for the wealth management industry. Its flagship "WealthTec Suite" is designed to help financial advisors, broker-dealers, and trust companies with critical functions such as proposal generation, investment planning, asset allocation, and performance reporting, aiming to enhance client engagement and streamline advisor workflows.

Founded in

United States