WealthTec Employee Directory

Software DevelopmentUnited States2-10 Employees

Since January 2000, WealthTec has been providing advanced financial and estate planning software solutions to professional wealth advisors serving ultrawealthy clients. Founder and President, Howard L. Eisenberg, CPA/PFS, CFP®, CIMA®, CPWA®, RMA®, CTFA, CLU®, ChFC®, is a highly credentialed, former financial and estate planning practitioner who has driven WealthTec to become a leader in the field of financial modeling. 

During the years he successfully served business owners and corporate executives directly, Howard learned a great deal about incorporating financial and estate planning software into the service delivery process. The result of his unique vision is WealthTec® Suite, the most sophisticated package of financial and estate planning tools and presentations available.

WealthTec Suite was created by someone like you, an experienced advisor who serves an upscale, demanding clientele. Thus, nothing is lost in the translation between the subject matter expert and the software developer. As a WealthTec Suite user you can expect to have a great deal more modeling and presentation capabilities than you have ever had.

Please visit https://wealthtec.com for more information. A 45-day free trial of WealthTec Suite is available for download.

Find WealthTec employees' phone numbers or email addresses

WealthTec Global Highlights

Location
Employees

Asia
9

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  • India
    9

North America
2

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  • United States Of America
    2

WealthTec's Leadership

  • Stylized image of a person
    H. C.
    President
    Phone icon
  • Stylized image of a person
    I. R.
    Founder
    Phone icon
  • Stylized image of a person
    H. E.
    Founder & President
    Phone icon
  • Stylized image of a person
    A. R. K.
    Admin Manager
    Phone icon
  • Stylized image of a person
    M. A. D.
    Database Manager
    Phone icon
  • Stylized image of a person
    A. A.
    Desiner
    Phone icon

Contact profiles from WealthTec

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. R.
    Founder
    Phone icon
    IndiaMaharashtra
    Aug 12, 2025
  • Stylized image of a person
    H. E.
    Founder & President
    Phone icon
    United StatesMaryland
    Nov 11, 2025
  • Stylized image of a person
    H. C.
    President
    Phone icon
    UNITED STATES
    Apr 24, 2024
  • Stylized image of a person
    A. R. K.
    Admin Manager
    Phone icon
    IndiaMaharashtra
    Jun 03, 2025
  • Stylized image of a person
    M. A. D.
    Database Manager
    Phone icon
    IndiaTelangana
    Feb 01, 2024
  • Stylized image of a person
    A. A.
    Desiner
    Phone icon
    India
    Oct 24, 2025

Frequently Asked Questions

What is WealthTec known for?

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WealthTec was founded in 1999 operates in the Software Development industry. The company's main headquarters is located in 11446 Iager Blvd, Fulton, MD 20759, US; you can contact the 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 . 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 6 employees as of October 2025. These team members are located across 2 continents, including AsiaNorth America.

Who are WealthTec's key employees and leadership?

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As of October 2025, WealthTec's key employees include:

  • President: H. C.
  • Founder: I. R.
  • Founder & President: H. E.
  • Admin Manager: A. R. K.
  • Database Manager: M. A. D.

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