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Rockit® Solutions, LLC is a leading outsourced data aggregation and reporting solution for single-family and multi-family offices, investment advisors, trust companies and other institutions. Our solution suite includes: •Data Aggregation, Reconciliation & Data Enrichment •Portfolio Accounting •Principal & Income/Trust Accounting •Investment & Performance Reporting •Partnership Accounting & Tax Services KEY FEATURES •Data Confidence. Rockit employs true reconciliation of client data. While some services import data from just one source (i.e., the custodian), Rockit captures data from the initiators of transactions. •Rockit® Command, is the powerful technology platform that can be accessed by financial professionals to view their client's financial data. The integrated general ledger provides a deeper level of information awareness to investment decision makers and other trusted advisers. Data maintained in Rockit Command is accessible through either ad-hoc queries or from a rich library of reports. •Portfolio View™ is a web-based tool for wealth holders and advisers that provides secure access to financial information. Portfolio View offers direct and intuitive access to your accounts online. •Partnership Accounting and Tax Services, an additional service, is available for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs such as real estate accounting.

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Revenue $22 million
Funding $2 million
Employees 95 (95 on RocketReach)
Founded 1999
Address 333 Ludlow St South Tower, 3rd Floor, Stamford, Connecticut 06902, US
Phone (866) 497-9111
Industry Financial Services, Custom Software & Technical Consulting, Software Development & Design, Internet, Software, Internet Services
Web Rank 5 Million
Competitors Brighton Chamber of Commerce NY, Gates Chili Chamber of Commerce, Greenwich Academy, The Bronx Chamber of Commerce, The Victor Chamber of Commerce
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 54 Companies, NAICS Code 54151 Companies, NAICS Code 541512 Companies, NAICS Code 5415 Companies, NAICS Code 541 Companies

Rockit Solutions, LLC Questions

The Rockit Solutions, LLC annual revenue was $22 million in 2024.

Alan Perl is the Director of Client Service and Business Development of Rockit Solutions, LLC.

95 people are employed at Rockit Solutions, LLC.

Rockit Solutions, LLC is based in Stamford, Connecticut.

The NAICS codes for Rockit Solutions, LLC are [54, 54151, 541512, 5415, 541].

The SIC codes for Rockit Solutions, LLC are [73, 737].

Top Rockit Solutions, LLC Employees

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