Total Funding
38
Total FundingPrivate Equity raised
Growth Score
pts
Heat Score
7 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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WealthTouch provides aggregated financial reporting services for the private wealth industry.
Acquired by 
Archway Technology Partners
Anthony Bloom: Chairman- Gloria Higgins: Owner & Co-Founder
About the Company
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.
Women Founded
