History – WealthTec

Ours is a journey from zero to zeroing in

WealthTec is the agent of innovation

Our journey began in 2010 guided by individuals with decades-long
experience in financial services, research, content and marketing.
The clear goal that we continue to pursue to this day was to make a
difference to the execution and delivery model of the financial services product.

WealthTec's Triple Advantage

Content

Powering content and digital media initiatives for clients

Design

Making design work for clients by generating templates

Data

Doing the math for the products, marketing and compliance functions