Learn the benefits of working with WealthTechs.

Cost Savings

Great data science, operational efficiency and global labor sourcing with a bias toward cost reductions = 50% or more savings for clients.

Better Technology

We built our data platform from the ground up using scalable, cloud-based, big data architecture based on the Microsoft tech stack.

Fast Service

We respond in minutes, fix data bugs, build new high-quality interfaces in 2 weeks or less and add time saving features routinely.


We have built and tested data connections to most global data sources covering 99% of North American assets under management.

Quality Data

Our team runs hundreds of automated data tests including position reconciliation and vets issues before the sun even starts to rise.

Data Security

Security is our top priority. Our SOC 2 Type II certification proves our commitment to create a secure environment for our customers’ data.

Rich Data Set

We deliver accurate, normalized data for: Positions, Tax Lots, Securities, Prices, FX Rates, Transactions, Realized Gains & Accounts.


Call down specific data in JSON format via PHP, NodeJS, Python, Java, cURL, C#, Objective-C & RapidQL, etc. and integrate with any app.













Our data is preconfigured to integrate with many leading investment management systems.


An integrated, cloud-based general ledger & portfolio tracking for family offices powered by WealthTechs data.
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An integrated front to back-office, cloud-based solution for investment firms powered by WealthTechs data.
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Tax-optimized model rebalancing and scalable trade order management in the cloud powered by WealthTechs Data.
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Replace ACD, Carveout Utility, Dataport, Transport. Save money, reconcile faster.
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PORTAL+ Solving your portfolio management needs through: Portfolio Accounting, Reporting, Custodians, Integrations.
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CSSI’s Portal+ is a great way to deliver reports and to offer data visualization to your end customers… but it is so much more.
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WealthTechs Portfolio Accounting Data can be used for a myriad of purposes in your organization.


Use our data to easily integrate your client account data with any app you buy or build.


Bill faster, cheaper, and efficiently by using our data in your billing system.


Integrate sleeve & rep data with CRM to build deep distribution channel relationships with sponsor reps.


Quickly build and share codeless, amazing dashboards with clients and colleagues.


Automate reports for the SEC, FINRA, etc. using custodian book of record data.


Reconcile faster, eliminate manual intervention, and scale your business, rely on us for the data.


Better KYC in Salesforce, Redtail or any other CRM system by feeding in accurate custodian data.

Data Sharing

Build & share data via lakes, warehouses, clouds, or API; rely on us for custodian data.


Building reports you need has never been easier, rely on us for the data.


Provide custodian data evidence to your auditor faster and easier using our data.


Portfolio accounting system options are vast. Our data keeps your switching options open.

Trading & Order Management

Load data such as tax lots & new accounts earlier and faster to better prepare for your trading day.

Market Data

Reduce costs by leveraging custodian provided data for securities, pricing, fx rates & more.


Keep clients engaged by delivering a one-stop digital experience leveraging our data.


WealthTechs is led by visionaries who have a collective 100+ year career history applying technology, innovation, and passion to solve difficult problems for institutional and wealth management firms.

Chris Casey


Chris is a pioneer in the wealth tech space, he founded & leads WealthTechs. Prior he was the Founder/CEO of Lync.NET and a Manager at Advent Software.

Ryan Dickau


Ryan manages infrastructure to ensure security and scalability. He runs the “morning process” and development teams to improve and develop new products.

Gina Barro

Owner/Client Service & Support Team Leader

Gina has deep experience managing custodian data and Advent reconciliations since 2003. She manages client support, data quality and client app integrations.


Discover the many reasons to contact us.

Save Money

You want to save money on custodian and other investment book of record data aggregation.

Quality Service

You are not getting good service from your current data aggregation provider.

Quick Bug Fixing

Your vendor is not fixing bugs that you report to them which causes manual data entry.

Custom Integrations

You are not getting data how you want, where you want it and when you want it for seamless integration with your apps.

On Time Data

You are not getting your data on time, causing delays in your operations.

Quality Data

You like your current apps and want to keep them, but the data feeding those apps is not up to your standards.

Data Feed Coverage

Your current vendor does not have all your data feeds, or you are using multiple vendors and you want to work with only one.

Data Independence

You would like to test or implement new apps, but you do not want to deal with the hassle of multiple vendors for the same data feeds. You want to separate your data layer from your app layer so that you can feed multiple apps with the one data source.


WealthTechs sells data and integration services to investment managers, custodians, fintechs and other investment-oriented business entities.

Our award-winning platform solves our clients biggest data problems: getting accurate custodian and other investment-book-of-record data to fuel mission-critical enterprise applications each and every trading day without failure.

Leading companies across the globe trust WealthTechs because we deliver an excellent product and white glove customer service at a fraction of the price of our competition.

To prove our point; our products are used and trusted by 70+ clients managing $91+ trillion in assets, via 140,000+ accounts.

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We are

SOC 2 Type II Certified

WealthTechs is SOC2 Type 2 Certified for data security. The SOC2 Type 2, is the Service Organization Controls 2 (SOC 2) examination under the Statement on Standards for Attestation Engagements No. 18 (AT-C section 205, Examination Engagements) of the AICPA. Completion of the SOC 2 Type II examination indicates that WealthTechs processes, procedures and controls have been formally evaluated and tested by an independent accounting and auditing firm.

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