Top Executive: Jamie McIntyre
301 816 1200
2600 Tower Oaks Blvd, Ste. # 300
Rockville, MD 20852
RIA department info:
Contact: Gary Carrai
301 816 1201
- 130 FTEs
- Founded in 1997
Q&A:What is the service or product you offer to RIAs?
Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources.
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