Welcome to WealthTec!
A Unique Suite of Advanced Planning Tools for High-Net Worth Clients

WealthTec is a firm specializing in the development of high-end financial and estate planning software applications for the experienced professional. Founder and President, Howard Eisenberg, is a highly credentialed, former financial and estate planning practitioner. Prior to founding WealthTec he successfully served business owners, corporate executives and other wealthy individuals and families for many years, helping them plan for a more secure financial future.

As a practitioner, Howard learned a great deal about incorporating analytical and presentation software into the service delivery process. The result of his unique planning software vision is WealthTec Suite, the most sophisticated all-in-one package of planning and presentation tools 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 subscriber you can expect to have a great deal more modeling and presentation capabilities than you have ever had.

WealthTec proudly serves some of the most prestigious financial, accounting and legal services firms in the U.S. Our list of clients include multinational, national and regional banks, Wall Street firms, national and regional public accounting firms, financial planning boutiques and law firms large and small.

As a member of the elite financial and estate planning community, you know how important it is to have powerful advanced planning tools at your fingertips. WealthTec Suite incorporates power, precision, style and clarity into a robust package that offers you unprecedented modeling and presentation capabilities that can keep you on the cutting edge…where you belong.
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