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
Locked
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Website
Locked
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Social
Locked
- Legal Name Wealthtouch, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$12.78 M (USD)
in 3 rounds
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Latest Funding Round
Not available
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Investors
Allen & Company
& 1 more
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Employee Count
Not available
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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.
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 |
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Wealth management firm
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Locked | Locked | Locked | |
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Accounting and investment management solutions are developed for wealth firms.
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Locked | Locked | Locked |
Investor details for Wealthtouch
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Investments & Acquisitions by Wealthtouch
Investment portfolio details for Wealthtouch
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Financial Statements - Wealthtouch
Detailed financials for Wealthtouch
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Wealthtouch Comparisons
Peer comparison for Wealthtouch
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
CRM solutions for wealth managers
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Client communication solutions are delivered for capital markets stakeholders.
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Wealth management solutions via AI decisioning and automation are provided.
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| Locked | Locked | Locked |
Cloud-based CRM solutions for financial and healthcare sectors are provided.
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| Locked | Locked | Locked |
Wealth management CRM software for financial advisors is provided.
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| Locked | Locked | Locked |
AI-driven data analytics are provided for wealth and asset managers.
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Detailed competitors of Wealthtouch
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Latest news on Wealthtouch
Complete news archive for 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.
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 PureFacts, Computershare and Pegasystems.
Wealthtouch has 2 investors. Key investors include Allen & Company, and Archway Group.