WealthTec provides technology solutions for financial and estate planning, self-described as focused on improving management and planning in these sectors.

WealthTec

IPhone / Mobile Compatible

Viewport Meta

Euro

Google Font API

Google Maps

WordPress

Japanese Yen

WPBakery

ThemePunch

WordPress 5.9

Founder & President

Howard Eisenberg

Greater Baltimore-Maryland Area Financial Services Companies

United States FinTech Companies

East Coast Accounting Companies (Top 10K)

Accounting Companies With Less Than $1B in Revenue (Top 10K)

WealthTec serves some of the most prestigious financial, accounting and legal services firms. WealthTec products including National and regional banks, Private banks and trust companies, Wall Street firms, Big 4 public accounting firms, Other global, national and regional accounting firms, Single family and multifamily offices, Financial planning firms, including RIAs, Law firms, and Other firms engaged in strategic and tactical financial, tax and estate planning.

Fulton

Maryland

United States

North America

Portugal

Europe

India

Asia

news_impact_assignment_basic

key_people

merger_acquisitions

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general
public peers	general	Oct 27, 2024 11:16 AM	d89ec55e
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Oct 27, 2024 11:16 AM	4b842835
crunchbase trigger	general	Nov 27, 2024 12:50 PM	e43f917b
crunchbase profile	general	Nov 27, 2024 4:26 PM	4653200a
li profile	general
translate crunchbase fundingrounds	general	Nov 27, 2024 6:23 PM	fe743bcf
peers	general	Oct 27, 2024 11:16 AM	6a9ce8f9
news basic	general	Oct 27, 2024 11:16 AM	b51fc1e3
bundesanzeiger	filings
financials download nd	financials
private financials	financials

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WealthTec