• 2001

Company Description

WealthTouch provides aggregated financial reporting services for the private wealth industry.

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.