Wealth Touch
Computer Software, 1245 E Colfax Ave, Denver, Colorado, 80218, United States, 51-200 Employees
Phone Number: +13*********
Who is WEALTHTOUCH
WealthTouch was acquired in November 2014 by Archway Technology, which was subsequently acquired by SEI. At the time of its acquisition, WealthTouch was the largest provider of multi-asse...
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Headquarters: 1245 E Colfax Ave, Denver, Colorado, 80218, United States
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Date Founded: 2001
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Employees: 51-200
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Revenue: $25 Million to $50 Million
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Active Tech Stack: See technologies
Industry: Computer Software
SIC Code: 6021
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NAICS Code: 522110 |
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Frequently Asked Questions Regarding WealthTouch
Answer: WealthTouch's headquarters are located at 1245 E Colfax Ave, Denver, Colorado, 80218, United States
Answer: WealthTouch's phone number is +13*********
Answer: WealthTouch's official website is https://wealthtouch.com
Answer: WealthTouch's revenue is $25 Million to $50 Million
Answer: WealthTouch's SIC: 6021
Answer: WealthTouch's NAICS: 522110
Answer: WealthTouch has 51-200 employees
Answer: WealthTouch is in Computer Software
Answer: WealthTouch contact info: Phone number: +13********* Website: https://wealthtouch.com
Answer: WealthTouch was acquired in November 2014 by Archway Technology, which was subsequently acquired by SEI. At the time of its acquisition, WealthTouch was the largest provider of multi-asset, multi-custodial consolidated wealth reporting globally. The firm, and its founders Richard Higgins & Carl Knecht, were true pioneers in setting the standard for innovation for not only data management but inspired data visualizations, elevating and amplifying the investor-advisor relationship with objective, actionable oversight for better, faster, smarter decision making. Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch's reporting and services delivered clarity, control and peace of mind to some of the largest and most complex family investment portfolios in the world. The company transformed complex, multi-faceted financial data in ultra-high net worth portfolios into clear, concise portfolio reporting across all asset classes, custodians and currencies to create an unbiased and independent view of the clients complete wealth picture. From its inception, the firm was rooted in the family-office tradition of premium service and absolute confidentiality - blending the science of proven processes and technology with artful intuition of people who understand the unique reporting challenges of the ultra-high net worth. In a world where a lack of transparency and overspending are the greatest risks to the preservation of a familys wealth, WealthTouch was the global standard for portfolio reporting and expense management for over a decade.
Answer:
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