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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

AMBER McCLURE
Custodian Data Relations Manager

RYAN DICKAU
CTO

DAVID OTERO
Data Developer

GASTON VERA
CDi Support

ADDRESS
1265 Carlsbad Village Drive, Suite 100
Carlsbad, CA 92008

CONTACTS
Email: info@wealthtechs.com
Phone: 435-631-0423

SOCIAL
WealthTechs LinkedIn
WealthTechs Twitter

LINKS