Our Heritage

A practice rooted in the history of one of the first family offices

In family office services, not all experience is equal. Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution – Rockit Command® – that would consolidate account data from multiple sources, focus on data integrity, accounting, performance and flexible reporting.

Evolution

1999-2006

Rockit Command® is created as the core platform for the Rockefeller Family Office, merging all accounting, performance, and reporting systems.

2006-2015

Rockit Solutions is formed as a subsidiary of Rockefeller, adding new FO clients while continuing to refine and expand its support for the Rockefeller back and middle offices.

2016-2023

Rockit is acquired by Fi-Tek and integrates its system with the Fi-Tek GWES and HedgeTek platforms, while continuing to develop the Rockit Command offering.

2024

Rockit rebrands as Fi-Tek Wealth Solutions in order bring family office solutions to a wider market, supported by enhanced system integrations.