About Wealthtouch
Wealthtouch is a Technology company based in Denver (United States) founded in 2001, and was acquired by Archway in November 2014. Consolidated investment reporting is provided for private wealth advisors. Wealthtouch has raised $12.78 million across 3 funding rounds from investors including Allen & Company and Archway Group. The company was acqui-hired. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Performance Reporting. Its legal entity is WealthTouch, Inc. Its competitors include Pegasystems, ForwardLane and MZ Group; 1 of its 3 listed competitors has raised funding.
Company details
WealthTouch was established in 2001 in Denver, United States, focusing on the private wealth sector. Consolidated investment reporting services are delivered to advisors managing ultra-high-net-worth families and family offices. Operations center on financial data aggregation and analysis for high-value clients. The company was acquired by Archway Technology in November 2014, integrating its capabilities into broader software solutions.
- Headquarters Denver, United States
- Stage Acquired
- SectorsTechnology
- Website wealthtouch.com
- Social LinkedIn
- Acquired by Archway (Nov 2014)
- Legal Name Wealthtouch, Inc.
- Total Equity Funding$12.78M (USD)
in 3 rounds
- InvestorsAllen & Company
& 1 more
- Acquired byArchway
(Nov 2014)
Funding Insights of Wealthtouch
Wealthtouch has successfully raised a total of $12.78M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $12.78M
- Total Rounds 3
- First Round $1.7M
(Apr 2009)
- Investors Count 1
All 3 funding rounds of Wealthtouch with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2014 | Series A | – | – | ||
| Dec 2009 | $11.08M | Series A | – | – | – |
| Apr 2009 | $1.7M | Seed | – | – | – |
2 investors in total: 2 institutional.
Investors in Wealthtouch
Wealthtouch has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Allen & Company and Archway Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management firm | 1932 | alleninvestments.com | Lakeland, United States | |
Accounting and investment management solutions are developed for wealth firms. | 2002 | archwaytechnology.net | Indianapolis, United States |
Investor details for Wealthtouch
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Timeline of Wealthtouch
4 dated milestones of Wealthtouch across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthtouch is founded.
- Funding First funding round of $1.7M.
- Funding Latest funding round, Series A,.
- Exit Acquired by Archway.
Competitors of Wealthtouch
Wealthtouch has 3 listed competitors in our database, 1 of them funded. They include Pegasystems, ForwardLane and MZ Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| pega.com | 1983 | Cambridge, United States | 5,406 | Wealth management solutions via AI decisioning and automation are provided. | ||
| forwardlane.com | 2015 | New York, United States | $6.98M | AI-driven data analytics are provided for wealth and asset managers. | ||
| mzgroup.com | 1999 | Chicago, United States | 15 | Stakeholder communication solutions are provided to clients by MZ Group. |
Detailed competitors of Wealthtouch
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- Operating metrics
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Wealthtouch (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Wealthtouch
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Frequently Asked Questions about Wealthtouch
Wealthtouch was founded in 2001 and raised its 1st funding round 8 years after it was founded.
Wealthtouch is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Wealthtouch is a funded company, having raised a total of $12.78M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.7M, raised on Apr 2009.
WealthTouch was established in 2001 in Denver, United States, focusing on the private wealth sector. Consolidated investment reporting services are delivered to advisors managing ultra-high-net-worth families and family offices. Operations center on financial data aggregation and analysis for high-value clients. The company was acquired by Archway Technology in November 2014, integrating its capabilities into broader software solutions.
Wealthtouch's top competitors include Pegasystems, ForwardLane and MZ Group.
Wealthtouch has 2 investors. Key investors include Allen & Company, and Archway Group.
Wealthtouch operates through Wealthtouch, Inc..
Yes. Wealthtouch was acquired by Archway in November 2014.