Fi-Tek - About the company
Fi-Tek is a funded company based in Edison (United States), founded in 1998 by Subir Chatterjee. It operates as a Fintech solutions provider for wealth management and alternative investments. Fi-Tek has raised an undisclosed amount in funding. The company has 234 active competitors, including 21 funded and 21 that have exited. Its top competitors include companies like Iress, Income Lab and RightCapital.
Company Details
Fintech solutions provider for wealth management and alternative investments. The company delivers technology solutions and services addressing the complex needs of financial services providers. They offer a suite of products including wealth management software, hedge fund software, and family office technology solutions. Services include cloud services and outsourcing solutions. The company's offerings cater to the entire lifecycle of wealth management and complex investor accounting requirements. They provide integrated solutions on a single platform, focusing on accuracy, flexibility, and real-time data. The company's solutions streamline business processes with core solutions in accounting, financial planning, portfolio management, regulatory compliance, tax reporting, and client reporting.
- Website
- fi-tek.com
- Registered Address
- Building- OMEGA, 10th flr, Bengal Intelligent Park Block-EP & GP, Sector V, Salt Lake, Kolkata, West Bengal, India, 700091
Key Metrics
Founded Year
1998
Location
Edison, United States
Stage
Funding Raised
Latest Funding Round
Investors
Ranked
17th among 234 active competitors
Employee Count
248 as on May 31, 2026
Investment & Acquisitions
Legal entities associated with Fi-Tek
Fi-Tek is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
FI-TEK PRIVATE LIMITED CIN: U74140WB1999PTC088766 , India, Active | Feb 09, 1999 | ₹50 - ₹100 Cr (As on Mar 31, 2025) | 152 (As on Jun 30, 2024) | |
FI-TEK LLC CIN: 223744467 , United States, Active | Dec 31, 1999 | - | 160 (As on Dec 31, 2024) | - |
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Fi-Tek's funding and investors
Fi-Tek has raised funding over 2 rounds. Its first funding round was on Nov 01, 2018. Its latest funding round was a Grant (prize money) round on Feb 01, 2020 for $*****. 1 investor participated in its latest round. Fi-Tek has 2 institutional investors.
Here is the list of recent funding rounds of Fi-Tek:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Feb 01, 2020 | 4815622 | Grant (prize money) | 7329319 | 3790693 | 7027092 | 9807775 |
Nov 01, 2018 | 2794305 | Grant (prize money) | 1046377 | 8145020 | 8860714 |
View details of Fi-Tek's funding rounds and investors
Fi-Tek's founders and board of directors
Founder? Claim ProfileThe founders of Fi-Tek is Subir Chatterjee.
Here are the details of Fi-Tek's key team members:
- Subir Chatterjee: CEO & Founder of Fi-Tek. Contact Info: 1 email address
View details of Fi-Tek's Founder profiles and Board Members
Fi-Tek's employee count trend
Fi-Tek has 248 employees as of May 26. Here is Fi-Tek's employee count trend over the years:
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Fi-Tek's Competitors and alternates
Top competitors of Fi-Tek include Iress, Income Lab and RightCapital. Here is the list of Top 10 competitors of Fi-Tek, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online provider of wealth management solutions for financial markets | - | 71/100 | ||
2nd | Income Lab 2018, Denver (United States), Series A | Developer of software for retirement income planning and financial advising | $8.81M | - | 57/100 |
3rd | RightCapital 2012, New Haven (United States), Series A | Financial planning software empowering advisors to simplify, engage clients, and scale | $3.32M | - | 56/100 |
4th | InvestorAi 2017, Bengaluru (India), Series A | AI-powered platform providing curated investment portfolios and intraday trading baskets | $9.55M | 55/100 | |
5th | Practice management software for wealth managers | - | - | 55/100 | |
6th | Hubly 2019, New York City (United States), Acquired | Business management platform for financial advisors | $2.45M | 55/100 | |
7th | Leonteq 2007, Zurich (Switzerland), Public | Products and Services provider for Structured Products | - | 54/100 | |
8th | eMoney Advisor 2000, Conshohocken (United States), Acquired | Wealth management solution for financial institutions | - | - | 54/100 |
9th | Modern Wealth Management 2023, Lenexa (United States), Series D | Provider of wealth management services | $200M | 53/100 | |
10th | Asset-Map 2008, Philadelphia (United States), Series B | Visual financial planning software empowering advisors to create client-centric strategies | $7.6M | 53/100 | |
17th | Fi-Tek 1998, Edison (United States), Funding Raised | Fintech solutions provider for wealth management and alternative investments | - | 46/100 |
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Fi-Tek's Investments and acquisitions
Fi-Tek has acquired Rockit® Solutions. Fi-Tek has not made any investments as of now.Reports related to Fi-Tek
Here is the latest report on Fi-Tek's sector:
News related to Fi-Tek
Media has covered Fi-Tek for a total of 2 events in the last 1 year, 1 of them has been about company updates and 1 about partnerships.
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Fi-Tek LLC and InspereX Announce Strategic Partnership to Advance Fixed Income Trading CapabilitiesPR Newswire•Apr 23, 2026•Fi-Tek, InspereX, PNC,
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