About Wealthtouch
Wealthtouch is a company based in Denver (United States) founded in 2001 was acquired by Archway in November 2014.. Wealthtouch has raised $12.78 million across 3 funding rounds from investors including Allen & Company and Archway Group. Wealthtouch operates in a competitive market with competitors including PureFacts, Computershare, Pegasystems, NexJ and PractiFI, among others.
- Headquarter Denver, United States
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Wealthtouch, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$12.78 M (USD)
in 3 rounds
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Latest Funding Round
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Investors
Allen & Company
& 1 more
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Employee Count
Employee Count
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Acquired by
Archway
(Nov 21, 2014)
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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 Total Funding
- Total Rounds 3
- Last Round Last Round
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First Round
First Round
(27 Apr 2009)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2014 | Amount | Series A - Wealthtouch | Valuation |
investors |
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| Dec, 2009 | Amount | Series A - Wealthtouch | Valuation |
investors |
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| Apr, 2009 | Amount | Seed - Wealthtouch | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Wealthtouch
Wealthtouch has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Allen & Company and Archway Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Wealth management firm
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Founded Year | Domain | Location | |
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Accounting and investment management solutions are developed for wealth firms.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Wealthtouch
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Wealthtouch
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthtouch Comparisons
Competitors of Wealthtouch
Wealthtouch operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as PureFacts, Computershare, Pegasystems, NexJ and PractiFI, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
CRM solutions for wealth managers
|
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| domain | founded_year | HQ Location |
Client communication solutions are delivered for capital markets stakeholders.
|
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| domain | founded_year | HQ Location |
Wealth management solutions via AI decisioning and automation are provided.
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| domain | founded_year | HQ Location |
Cloud-based CRM solutions for financial and healthcare sectors are provided.
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| domain | founded_year | HQ Location |
Wealth management CRM software for financial advisors is provided.
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| domain | founded_year | HQ Location |
AI-driven data analytics are provided for wealth and asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Wealthtouch
When was Wealthtouch founded?
Wealthtouch was founded in 2001 and raised its 1st funding round 8 years after it was founded.
Where is Wealthtouch located?
Wealthtouch is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Is Wealthtouch a funded company?
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 27, 2009.
What does Wealthtouch do?
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.
Who are the top competitors of Wealthtouch?
Wealthtouch's top competitors include PureFacts, Computershare and Pegasystems.
Who are Wealthtouch's investors?
Wealthtouch has 2 investors. Key investors include Allen & Company, and Archway Group.
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