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 |
