What departments does WealthTec have?

WealthTec has employees across 2 departments including Entrepreneurship, Administrative.

What is the largest department at WealthTec?

The largest department at WealthTec is Entrepreneurship with 1 employees.

Where are WealthTec employees located globally?

WealthTec has employees across 2 continents and 2 countries including India, United States Of America.

How has WealthTec's team size changed over time?

WealthTec's team has grown from approximately 7 to 8 employees based on available data.

Learn more at LeadIQ.com

WealthTec Employee Directory

Q: Who are WealthTec's key employees and leadership?

WealthTec's key employees include: Founder: I. R..

Software DevelopmentMaryland, United States2-10 Employees

WealthTec is a software company based in Fulton, Maryland, founded to provide advanced financial and estate planning software for professional wealth advisors serving ultrawealthy clients. Its flagship WealthTec Suite combines modeling and presentation capabilities designed to support the service delivery process for advisers who manage complex financial and estate planning needs. The firm targets independent practitioners and advisory teams within the wealth management sector, aiming to improve the accuracy and clarity of financial plans and client presentations. Founded by Howard L. Eisenberg, a credentialed practitioner, WealthTec positions itself as a specialist in financial modeling within the broader software development industry. The company emphasizes practical tools that align with the workflows of experienced advisors and offers a 45-day free trial of WealthTec Suite.

WealthTec Global Highlights

Asia
11

India
11

North America
2

United States Of America
2

WealthTec's Leadership

I. R.
Founder
Mobile Phone
Email
A. R. K.
Administrator Manager
Mobile Phone
Email
M. A. D.
Database Manager
Mobile Phone
Email
A. A.
Desiner
Mobile Phone
Email

WealthTec Employee Metrics

100%

50%

2026

2025

Business
Administrative
Information Technology
Program & Project Management
Accounting
Other
Arts & Design

Contact profiles from WealthTec

Name

Title

Contact

Location

Last Update

I. R.
Founder
Mobile Phone
Email
IndiaMaharashtra
Jun 29, 2026
A. R. K.
Administrator Manager
Mobile Phone
Email
IndiaMaharashtra
Aug 05, 2026
M. A. D.
Database Manager
Mobile Phone
Email
IndiaTelangana
Feb 01, 2024
A. A.
Desiner
Mobile Phone
Email
India
May 31, 2026

Frequently Asked Questions

What is WealthTec known for?

WealthTec was founded in 1999 operates in the Software Development industry; you can contact the main corporate office by phone at

+1-443-535-****

. Explore WealthTec's company overview page for more information.

What is WealthTec's most common email format?

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

How many employees does WealthTec have currently?

WealthTec has approximately 7 employees as of July 2026. These team members are located across 2 continents, including AsiaNorth America.

Who are WealthTec's key employees and leadership?

As of July 2026, WealthTec's key employees include:

Founder: I. R.
Administrator Manager: A. R. K.
Database Manager: M. A. D.
Desiner: A. A.

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WealthTec Employee Directory

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