WEALTHTOUCH
Effective November 20, 2014 WealthTouch was acquired by Archway Technology Partners. WealthTouch, Inc. is the market leader in aggregated financial reporting for the private wealth industry. The Company's multi-custodial, multi-asset, and multi-jurisdictional performance reporting platform is used by several hundred of the largest and most complex family offices and 5 of the top 7 private banks across 6 countries. WealthTouch is the only company to incorporate and consolidate both investment reporting and expense management with bill pay services. WealthTouch, Inc. was founded in 2001 and is based in Denver, Colorado.
WEALTHTOUCH
Industry:
Enterprise Software Finance Software Wealth Management
Founded:
2001-01-01
Address:
Denver, Colorado, United States
Country:
United States
Website Url:
http://www.wealthtouch.com
Total Employee:
51+
Status:
Active
Contact:
(617) 308-9233
Email Addresses:
[email protected]
Total Funding:
12.81 M USD
Technology used in webpage:
SPF Microsoft Exchange Online Office 365 Mail Microsoft Azure DNS Shockwave Flash Embed Flowplayer Cisco Ironport Cloud ViaWest
Similar Organizations
NexJ Systems
NexJ Systems develops cloud-based software to provide CRM solutions for the financial services, insurance and healthcare industries.
Current Employees Featured
Founder
Investors List
Kitano Investments
Kitano Investments investment in Private Equity Round - WealthTouch
Anthony Bloom
Anthony Bloom investment in Private Equity Round - WealthTouch
Allen & Company
Allen & Company investment in Private Equity Round - WealthTouch
Key Employee Changes
| Date | New article |
|---|---|
| 2020-04-03 | WealthSouth names new vice president in Danville |
| 2019-12-11 | WealthSouth names new VP, commercial relationship manager |
More informations about "WealthTouch"
WealthTouch - Crunchbase Company Profile & Funding
Effective November 20, 2014 WealthTouch was acquired by Archway Technology Partners. WealthTouch, Inc. is the market leader in aggregated financial …See details»
WealthTouch, Inc. - LinkedIn
WealthTouch was acquired in November 2014 by Archway Technology, which was subsequently acquired by SEI. At the time of its acquisition, WealthTouch was the largest provider of multi …See details»
WealthTouch - Products, Competitors, Financials, Employees ...
“The opportunity to acquire WealthTouch serves as a strategic move for our organization to significantly extend our market reach and create an even more robust product and service …See details»
WealthTouch, Inc. Company Overview, Contact Details
Learn more about WealthTouch, Inc.'s company details, contact information, competitors, and more. Find accurate contact data easily with LeadIQ. Book a demo today.See details»
WealthTouch Company Profile | Management and Employees List
Established in 2001, WealthTouch helps clients report across all asset classes, custodians and currencies to create an unbiased and independent view of a family's complete wealth picture. …See details»
Wealthtouch Inc - Company Profile and News - Bloomberg Markets
Company profile page for Wealthtouch Inc including stock price, company news, executives, board members, and contact informationSee details»
WealthTouch Profile: Commitments & Mandates - PitchBook
WealthTouch General Information Description. Wealth Touch was a multi-family office based in Denver, Colorado. Established in 2001, the firm was a provider of consolidated investment …See details»
WealthTouch - EquityNet
WealthTouch, Inc. provides a suite of information aggregation and reporting services for ultra-high-net-worth families and their advisors. It offers investment reporting, expense …See details»
Archway Technology Partners Acquires WealthTouch
Nov 21, 2014 Archway Technology Partners, LLC Chelsea Spoor, 317-819-5513 Marketing Associate [email protected] or WealthTouch Holdings, Inc. Rulonna Neilson, …See details»
WEALTHTOUCH, INC. :: Colorado (US) - OpenCorporates
Dec 6, 2021 Recent filings for WEALTHTOUCH, INC. 24 Jul 2014. Dissolve a Profit Corporation. 2 Dec 2013. File Report. 30 Nov 2012. File Report. 29 Aug 2011. File Report. 4 Feb 2011. …See details»
wealthtouch.com - Worth and traffic estimation | Welcome to …
Wealthtouch.com has a global rank of #4,924,245 which puts itself among the top 10 million most popular websites worldwide. wealthtouch.com rank has increased 36% over the last 3 months. …See details»
WealthTouch - Contacts, Employees, Board Members, Advisors
WealthTouch provides aggregated financial reporting services for the private wealth industry. New. Resources. Advanced Search. Start Free Trial . Talk With Sales. Pricing. Log In. Log In. …See details»
Working at WealthTouch - Glassdoor
WealthTouch is the largest and fastest growing provider of multi-asset, multi-custodial consolidated wealth reporting globally. Several hundred of the most complex family offices …See details»
Craig Pearson, President at Wealthtouch, inc. - SlideShare
Organization / Workplace. Denver, CO United States. Occupation. President. Industry. Technology / Software / Internet. Website. www.wealthtouch.com. About. Twitter: …See details»
Truth About Wealthtouch, inc.. Is Wealthtouch, inc. the Right Choice?
Read reviews of Wealthtouch, inc.. Write and share your personal story. Your experience will help others make the right buying decision. Trustburn. Categories Log in For business. Categories. …See details»
WealthTouch, Inc. :: North Carolina (US) :: OpenCorporates
Free and open company data on North Carolina (US) company WealthTouch, Inc. (company number 1149223), 2 South Salisbury Street, Raleigh, NC, 27601 Changes to our website — to …See details»
WealthTouch - Funding, Financials, Valuation & Investors
How much funding has this organization raised over time? Show . Announced Date . Transaction Name . Number of Investors . Money Raised . Lead Investors . Jan 22, 2014: Private Equity …See details»
Anthony Bloom - Chairman @ WealthTouch - Crunchbase
Jan 22, 2014 Organization Name . Lead Investor . Funding Round ... Anthony Bloom has . obfuscated. obfuscated. exit - WealthTouch. WealthTouch WealthTouch provides aggregated …See details»
WealthTouch, TILE Will Teach Rich Kids How To ... - Fast Company
Oct 12, 2011 The pilot partnership between TILE and WealthTouch has gone well so far; Butte says she is receiving positive feedback. “We needed to retranslate the way a lot of this …See details»
WealthTouch Expands Amid Family Office Consolidations
Jan 27, 2010 WealthTouch, an independent financial reporting platform that serves family offices, received an $11 million infusion of capital from international private investors, the …See details»