Fi-Tek Wealth Solutions Employee Directory

Financial ServicesConnecticut, United States51-200 Employees

Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution – Rockit Command® – that would consolidate account data from multiple sources, focus on data integrity, accounting, performance and flexible reporting.

Find Fi-Tek Wealth Solutions employees' phone numbers or email addresses

Fi-Tek Wealth Solutions Global Highlights

Location
Employees

North America
103

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  • United States Of America
    103

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

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  • India
    1

Fi-Tek Wealth Solutions's Leadership

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    C. M.
    President
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    J. P.
    Head Of Legal
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    J. S.
    Head Of Pmo
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    S. S.
    Svp, Wealth Management Solutions At Fi-Tek
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    B. D.
    Sr. Vp Research & Development
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    A. P.
    Director Of Client Service And Business Development
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    E. F.
    Senior Managing Director
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    A. R.
    Director Of Partnership Accounting And Tax At Rockit Solutions, Llc
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Fi-Tek Wealth Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Engineering
  • Program & Project Management
  • Other
  • Quality Assurance
  • Legal

Contact profiles from Fi-Tek Wealth Solutions

Name
Title
Contact Info
Location
Last Update
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    M. B.
    Manager Business Process
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    Oct 22, 2024
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    T. C. F.
    Associate Manager
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    United StatesConnecticut
    Feb 11, 2026
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    S. G.
    Senior Treasury Associate
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    United StatesConnecticut
    Apr 14, 2026
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    D. J.
    Senior Performance Analyst
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    United StatesNew Jersey
    Apr 16, 2026
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    G. C.
    Senior Fund Accountant
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    United StatesNew York
    Jan 28, 2026
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    M. L.
    Senior Software Developer
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    United StatesConnecticut
    Dec 08, 2025
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    J. G.
    Senior Tax Associate
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    United StatesNew York
    Sep 11, 2025
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    P. F.
    Senior Securities Processing Specialist
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    United StatesConnecticut
    Feb 10, 2026
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    C. J.
    Senior Corporate Actions Administrator
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    United StatesNew York
    Jan 04, 2025
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    L. S.
    Senior Qa Analyst At Rockit Solutions, Llc
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    United StatesNew York
    Sep 13, 2024

Frequently Asked Questions

What is Fi-Tek Wealth Solutions known for?

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Fi-Tek Wealth Solutions was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 333 Ludlow Street South Tower 3rd Floor Stamford, Connecticut United States; you can contact the main corporate office by phone at . Explore Fi-Tek Wealth Solutions's company overview page for more information.

What is Fi-Tek Wealth Solutions's most common email format?

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Fi-Tek Wealth Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fi-Tek Wealth Solutions email formats with LeadIQ.

How many employees does Fi-Tek Wealth Solutions have currently?

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Fi-Tek Wealth Solutions has approximately 84 employees as of April 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Fi-Tek Wealth Solutions's key employees and leadership?

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As of April 2026, Fi-Tek Wealth Solutions's key employees include:

  • President: C. M.
  • Head Of Legal: J. P.
  • Head Of Pmo: J. S.
  • Svp, Wealth Management Solutions At Fi-Tek: S. S.
  • Sr. Vp Research & Development: B. D.

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