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
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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, 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-asset, multi ...See details»
Leadership | SEI Family Office Services - Archway Technology
Throughout his career, he led multiple initiatives including the design, development and deployment of the firm’s flagship software application in 2002, the launch of Archway’s …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. Overview | SignalHire Company Profile
WealthTouch was acquired in November 2014 by Archway Technology, which was subsequently acquired by SEI. ... Organization Website. wealthtouch.com . WealthTouch, Inc. industries. …See details»
WealthTouch - Contacts, Employees, Board Members, Advisors
WealthTouch provides aggregated financial reporting services for the private wealth industry.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»
WealthTouch - Products, Competitors, Financials, Employees ...
WealthTouch provides a web-based technology platform that allows clients to make decisions based on a comprehensive view of their finances, across both investments and expenses …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 - 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»
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, Inc. Announces Appointment of President - PRWeb
Sep 25, 2013 About WealthTouch, Inc. Founded exclusively to serve ultra-high net worth families (UHNW) and their trusted advisors, including global private banks and family offices, …See details»
WealthTouch - Tech Stack, Apps, Patents & Trademarks
Oct 27, 2024 WealthTouch provides aggregated financial reporting services for the private wealth industry.See details»
Archway Technology Partners acquires WealthTouch - Hedgeweek
Nov 24, 2014 The acquisition of WealthTouch accelerates Archway’s growth strategy as it pursues new opportunities in the wealth management industry. By combining the best of both …See details»
WealthTouch: In our own words... - YouTube
To create a more personal corporate promotion video, WealthTouch executives speak candidly about what differentiates them from their competitors as well as t...See details»
Craig Pearson, President at Wealthtouch, inc. | SlideShare
Twitter: @wealthreporting - Craig Pearson has over two decades of experience in financial technology, and remains focused on transformative technologies that empower those who …See details»
WealthTouch - Crunchbase
WealthTouch provides aggregated financial reporting services for the private wealth industry.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»
Gloria Higgins - Owner & Co-Founder @ WealthTouch - Crunchbase
Primary Organization . WealthTouch . Location Denver, Colorado, United States; Regions Greater Denver Area ... Gloria Higgins is the Owner & Co-Founder at WealthTouch. WealthTouch …See details»
Craig Pearson, CFA - CEO @ Private Wealth Systems, Inc.
Before co-founding Private Wealth Systems Craig was president of WealthTouch, a leading legacy provider of consolidated wealth reporting, where he was responsible for restructuring, …See details»