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ABOUT

ABOUT WEALTHTECHS

WealthTechs Inc. is a leading data technology firm, founded by Chris Casey, a veteran financial services technology executive. WealthTechs provides technology to aggregate, standardize and integrate financial account data with the world’s leading investment systems for Advisors, FinTech Companies and Back Office Outsourcing Firms. The WealthTechs team brings together industry experience from the most established companies in the industry including SS&C, Advent Software, Satuit Technologies, Factset, and Broadridge. WealthTechs is rapidly growing due to high demand for its high quality, integrated financial account data solutions. WealthTechs is headquartered in Encinitas, California with offices in Denver, New York City, Salt Lake City, San Francisco and Argentina.

WEALTHTECHS TEAM

CHRIS CASEY
CEO

ELJEAN BARIMBAO
CISO

RYAN DICKAU
CTO

DAVID OTERO
Data Developer

GASTON VERA
CDi Support

AMBER McCLURE
Custodian Data Relations Manager

ADDRESS
1265 Carlsbad Village Dr., St. 100
Carlsbad, California 92008
CONTACTS
Email: info@wealthtechs.com
Phone: (435) 631-0423

SOCIAL
WealthTechs LinkedIn
WealthTechs Twitter

LINKS