When was Fi-Tek founded?

Fi-Tek was founded in 1998 and raised its 1st funding round 20 years after it was founded.

Where is Fi-Tek located?

Fi-Tek is headquartered in Edison, United States. It is registered at Building- OMEGA, 10th flr, Bengal Intelligent Park Block-EP & GP, Sector V, Salt Lake, Kolkata, West Bengal, India, 700091.

How many employees does Fi-Tek have?

As of Sep 30, 2026, the latest employee count at Fi-Tek is 252.

Is Fi-Tek a funded company?

Fi-Tek is a funded company, having raised an undisclosed amount across 2 funding rounds to date. The company's 1st funding round was a $***** Grant (prize money) round, raised on Nov 01, 2018.

When was the latest funding round of Fi-Tek?

Fi-Tek's latest funding was a $***** Grant (prize money) round on Feb 01, 2020, with participation from 1 investor.

Where does Fi-Tek rank among its competitors?

Fi-Tek ranks 18th amongst 267 active competitors, of which 22 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Nevis Wealth Technology, which secured $35M in Dec, 2025.

Who are the top competitors of Fi-Tek?

Fi-Tek's top competitors include Iress, eMoney Advisor and Conquest Planning. Among them, Nevis Wealth Technology secured the most recent funding round in December, 2025.

Fi-Tek - 2026 Company Profile, Team, Funding & Competitors

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

Grant (prize money), Feb 01, 2020, $*****

Investors

The Chatterjee Group & 1 more

Ranked

18^th among 267 active competitors

Employee Count

252 as on Sep 30, 2026

Investment & Acquisitions

Rockit® Solutions

Similar Companies

Iress & 281 more

View Fi-Tek's full profile

Fi-Tek is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
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)	-

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	5082275	Grant (prize money)	9940932	9115962	9483845	4634455
Nov 01, 2018	1950274	Grant (prize money)	8456361	2653386	3117244	Europa

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View details of Fi-Tek's funding rounds and investors

The 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 252 employees as of Sep 26. Here is Fi-Tek's employee count trend over the years:

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Top competitors of Fi-Tek include Iress, eMoney Advisor and Conquest Planning. Here is the list of Top 10 competitors of Fi-Tek, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Iress 1993, Melbourne (Australia), Public	Online provider of wealth management solutions for financial markets	-	AMCIL, Djerriwarrh & 1 others	67/100
2nd	eMoney Advisor 2000, Conshohocken (United States), Acquired	Wealth management solution for financial institutions	-	-	60/100
3rd	Conquest Planning 2018, Winnipeg (Canada), Series B	Provider of platform for financial institutions and wealth management firms	$108M	Fidelity International Strategic Ventures, Goldman Sachs ... & 11 others	58/100
4th	Link Group 2005, Sydney (Australia), Acquired	Retirement and superannuation solutions	-	Columbia Capital	56/100
5th	Hubly 2019, New York City (United States), Acquired	Business management platform for financial advisors	$2.45M	OCA Ventures, Mucker & 3 others	55/100
6th	RightCapital 2012, New Haven (United States), Series A	Financial planning software empowering advisors to simplify, engage clients, and scale	$3.32M	-	54/100
7th	Leonteq 2007, Zurich (Switzerland), Public	Products and Services provider for Structured Products	-	VERAISON Capital	54/100
8th	Asset-Map 2008, Philadelphia (United States), Series B	Visual financial planning software empowering advisors to create client-centric strategies	$7.6M	SixThirty, RGAX & 1 others	53/100
9th	Modern Wealth Management 2023, Lenexa (United States), Series D	Provider of wealth management services	$200M	Crestview Partners	53/100
10th	Nevis Wealth Technology 2024, London (United Kingdom), Series A	AI-powered wealth management platform for financial advisors and their teams to automate core workflows	$40M	Sequoia Capital, Ribbit Capital & 1 others	53/100
18th	Fi-Tek 1998, Edison (United States), Funding Raised	Fintech solutions provider for wealth management and alternative investments	-	The Chatterjee Group, Europa	49/100