# Fi-Tek

> Fi-Tek builds institutional software and provides technology-enabled operations for trust and wealth management, hedge-fund investor accounting, and family offices. Its platforms include Global WealthES, HedgeTek and Rockit Command, with hosted services and outsourcing options.

- **Founded:** 1998
- **Headquarters:** Edison, United States
- **Founders:** Subir Chatterjee (Founder, President and CEO)
- **Products:** Global WealthES, HedgeTek, Rockit Command, Fi-Tek Wealth Solutions, OpsSourcing
- **Notable:** Launched Global WealthES in Q4 2013., Acquired Rockit Solutions in 2016., Reported over $1.3 trillion of assets serviced across technology platforms in its June 2024 release; this is not Fi-Tek revenue or company-managed AUM.

## Products & services

- **Global WealthES** — Integrated institutional wealth platform covering accounting, investment management, securities processing, compliance review, reporting and client access.
- **HedgeTek** — Investor accounting, fee calculations, and book and tax allocations for hedge funds and securities partnerships.
- **Rockit Command** — Family-office accounting, performance and reporting technology developed within Rockefeller & Co.; acquired with Rockit Solutions in 2016.
- **Fi-Tek Wealth Solutions** — Technology-enabled wealth and family-office operations, accounting and administration using the three core platforms.
- **OpsSourcing** — Outsourced trust and wealth operations combining Fi-Tek software with services from affiliate First State Trust Company.
- **Cloud Services** — Hosted wealth software, client internet access, recovery infrastructure and support.
- **TrustWealthX** — Joint BetaNXT and Fi-Tek offering connecting trust, brokerage and advisory account views and operations.

## Achievements

- Launched Global WealthES in Q4 2013.
- Acquired Rockit Solutions in 2016.
- Reported over $1.3 trillion of assets serviced across technology platforms in its June 2024 release; this is not Fi-Tek revenue or company-managed AUM.
- Company says it undergoes an annual SSAE 18 SOC 1 Type II audit and holds ISO 9001:2015 certification.

## Latest updates

- **2024-06** — Announced expanded Fi-Tek Wealth Solutions services and integration of Rockit Command, GWES and HedgeTek.
- **2025-03** — Launched TrustWealthX with BetaNXT.
- **2025-06** — Published Mike Tropeano’s AI commentary emphasizing data quality and governance.
- **2025-09** — Scheduled its Wealth Technology Conference for September 15-17 in New York, focused on trust, wealth and brokerage convergence.
- **2026-05** — Published a Digital Assets Newsletter discussing policy, institutional participation and tokenization; this is commentary, not evidence of a new product launch.

## Links

- Website: https://www.fi-tek.com/
- LinkedIn: https://www.linkedin.com/company/fi-tek
- Facebook: https://facebook.com/pages/FiTek/280969625247844

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Profile page: https://yespress.io/fi-tek
Published by YesPress — https://yespress.io
Last updated: 2026-10-01