Purpose-Built Products
Our platforms are designed around the workflows, controls, and reporting needs of wealth operations.
Built for modern wealth.
Dependable platforms. Deep domain expertise.
About Fi-Tek
A clear, practical view of who we are
Fi-Tek helps wealth and trust organizations run with more clarity, control, and confidence through software built for real operational complexity.
Institutional Trust
We support firms that expect stability, accountability, and a partner that understands their operating model.
Scale with Confidence
Security, resilience, and operational continuity are built into the way our solutions are delivered.
Our Journey
A steady path of product and platform growth
Our growth has been shaped by long-term client partnerships, disciplined product development, and a deep focus on wealth technology.
1998
Trust operations modernization
Fi-Tek began modernizing trust systems for a major wealth organization, moving core operations into a more scalable Windows-based environment.
2001
Expansion into hedge fund workflows
We expanded our capabilities with HedgeTek, addressing allocation complexity and partnership accounting for sophisticated fund structures.
2005
Broader wealth platform expansion
The business broadened from trust technology into a more connected wealth management platform supporting front-, middle-, and back-office teams.
2013
Launch of Global WealthES
Global WealthES brought accounting, reporting, and portfolio workflows into a unified enterprise platform for wealth-focused institutions.
Present
Global delivery with focused expertise
Today, Fi-Tek combines domain expertise, product depth, and distributed delivery to support clients across regions and operating models.
Global Presence
Global presence, aligned delivery
Our footprint is structured to keep leadership, product development, and client support closely connected across regions.
Corporate Headquarters
Edison, New Jersey, USA
Our headquarters anchors strategy, client engagement, and product direction for the broader organization.
Global Development & Support Center
Kolkata, India
Our Kolkata team extends engineering, implementation, and support capacity with strong coordination across time zones.
Regional U.S. Offices
Wayne, PA
Supports regional client relationships and day-to-day collaboration.
Stamford, CT Office
Contributes to wealth management delivery and client-facing execution.
Westbury, NY Office
Provides local support for financial technology engagement and service continuity.
West Palm Beach, FL
Extends the firm's presence in key markets and supports investment-focused client needs.
Des Plaines, IL Office
Strengthens regional coverage with operational and technology support.
How We Deliver
Flexible delivery backed by operational depth
Secure Connectivity
A secure operating environment supports collaboration across teams, clients, and regions.
Onsite Engagement
When needed, teams can work closely with clients on location to accelerate alignment and delivery.
Offsite Execution
Distributed delivery helps maintain speed, flexibility, and continuity without sacrificing quality.
Experienced Offshore Support
Our offshore teams are integrated into the delivery model to provide dependable, scalable support.