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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
Ranked
Employee Count
248 as on May 31, 2026
Investment & Acquisitions
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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
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Fi-Tek's founders and board of directors

Founder? Claim Profile
The founders of Fi-Tek is Subir Chatterjee.
Here are the details of Fi-Tek's key team 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:
Employee count trend for Fi-Tek
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Iress
Iress
1993, Melbourne (Australia), Public
Online provider of wealth management solutions for financial markets
-
71/100
2nd
Logo for Income Lab
Income Lab
2018, Denver (United States), Series A
Developer of software for retirement income planning and financial advising
$8.81M
-
57/100
3rd
Logo for RightCapital
RightCapital
2012, New Haven (United States), Series A
Financial planning software empowering advisors to simplify, engage clients, and scale
$3.32M
-
56/100
4th
Logo for InvestorAi
InvestorAi
2017, Bengaluru (India), Series A
AI-powered platform providing curated investment portfolios and intraday trading baskets
$9.55M
55/100
5th
Logo for Praemium
Praemium
2001, Saint Helier (Jersey), Public
Practice management software for wealth managers
-
-
55/100
6th
Logo for Hubly
Hubly
2019, New York City (United States), Acquired
Business management platform for financial advisors
$2.45M
55/100
7th
Logo for Leonteq
Leonteq
2007, Zurich (Switzerland), Public
Products and Services provider for Structured Products
-
54/100
8th
Logo for eMoney Advisor
eMoney Advisor
2000, Conshohocken (United States), Acquired
Wealth management solution for financial institutions
-
-
54/100
9th
Logo for Modern Wealth Management
Modern Wealth Management
2023, Lenexa (United States), Series D
Provider of wealth management services
$200M
53/100
10th
Logo for Asset-Map
Asset-Map
2008, Philadelphia (United States), Series B
Visual financial planning software empowering advisors to create client-centric strategies
$7.6M
53/100
17th
Logo for Fi-Tek
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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FAQs about Fi-Tek

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