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We build direct, high-quality data connections from custodians & other investment-book-of-record sources; normalize the data and deliver it to you each trading morning via API or SFTP for a low price.

Website http://www.wealthtechs.com
Revenue $5 million
Employees 25 (22 on RocketReach)
Founded 2010
Address 2100 NE 54th Ct, Fort Lauderdale, Florida 33315, US
Phone +1 435-631-0423
Technologies
Industry Software Development, Business Services General, Custodial Data Acquisition, Business Services, Custodial Data Interfaces, Start of Day Processing, End of Day Processing, Managed Services
Competitors Fidelity Investments, Schwab Advisor Services, Vanguard, Ally, Robinhood, Wealthsimple, Betterment, Wealthfront, Acorns, Personal Capital +32 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 541 Companies, NAICS Code 5415 Companies, NAICS Code 54 Companies

WealthTechs Inc. Questions

The WealthTechs Inc. annual revenue was $5 million in 2026.

Chris Casey is the Founder and CEO of WealthTechs Inc..

22 people are employed at WealthTechs Inc..

WealthTechs Inc. is based in Fort Lauderdale, Florida.

The NAICS codes for WealthTechs Inc. are [541, 5415, 54].

The SIC codes for WealthTechs Inc. are [737, 73].

Top WealthTechs Inc. Employees

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