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WealthTec Employee Directory

Software DevelopmentMaryland, United States2-10 Employees

WealthTec is a software company based in Fulton, Maryland, founded to provide advanced financial and estate planning software for professional wealth advisors serving ultrawealthy clients. Its flagship WealthTec Suite combines modeling and presentation capabilities designed to support the service delivery process for advisers who manage complex financial and estate planning needs. The firm targets independent practitioners and advisory teams within the wealth management sector, aiming to improve the accuracy and clarity of financial plans and client presentations. Founded by Howard L. Eisenberg, a credentialed practitioner, WealthTec positions itself as a specialist in financial modeling within the broader software development industry. The company emphasizes practical tools that align with the workflows of experienced advisors and offers a 45-day free trial of WealthTec Suite.

Find WealthTec employees' phone numbers or email addresses

WealthTec Global Highlights

Location
Employees

Asia
10

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  • India
    10

North America
2

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  • United States Of America
    2

Africa
1

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  • South Africa
    1

WealthTec's Leadership

  • Founder at WealthTec
    I. R.
    Founder
  • Administrator Manager at WealthTec
    A. R. K.
    Administrator Manager
  • Desiner at WealthTec
    A. A.
    Desiner

WealthTec Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Administrative
  • Information Technology
  • Program & Project Management
  • Other
  • Arts & Design

Contact profiles from WealthTec

Name
Title
Contact
Location
Last Update
  • Founder at WealthTec
    I. R.
    Founder
    India, Maharashtra
    Sep 14, 2026
  • Administrator Manager at WealthTec
    A. R. K.
    Administrator Manager
    India, Maharashtra
    Sep 13, 2026
  • Desiner at WealthTec
    A. A.
    Desiner
    India
    Sep 12, 2026

Frequently Asked Questions

What is WealthTec known for?

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WealthTec was founded in 1999 and operates in the Software Development industry. You can contact WealthTec's main corporate office by phone at . Explore WealthTec's company overview page for more information.

What is WealthTec's most common email format?

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WealthTec employees' email format typically follows the pattern of First@wealthtec.com. Trying to find reliable and up-to-date employee contact data? Find more WealthTec email formats with LeadIQ.

How many employees does WealthTec have currently?

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WealthTec has approximately 7 employees as of September 2026. These team members are located across 3 continents, including Asia, North America and Africa.

Who are WealthTec's key employees and leadership?

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As of September 2026, WealthTec's key employees include:

  • Founder: I. R.
  • Administrator Manager: A. R. K.
  • Desiner: A. A.

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