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.

How many employees does Wealthtouch have?

As of Jul 31, 2026, the latest employee count at Wealthtouch is 1.

Is Wealthtouch a funded company?

Wealthtouch is a funded company, having raised a total of $12.8M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Apr 27, 2009.

When was the latest funding round of Wealthtouch?

Wealthtouch's latest funding was a $***** Series A round on Jan 22, 2014, with participation from 1 investor.

Where does Wealthtouch rank among its competitors?

Wealthtouch ranks 42nd amongst 99 active competitors, of which 9 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Alkymi, which secured an undisclosed amount in Aug, 2025.

Who are the top competitors of Wealthtouch?

Wealthtouch's top competitors include Alkymi, Advyzon and PCR. Among them, Alkymi secured the most recent funding round in August, 2025.

Wealthtouch - 2026 Company Profile, Funding & Competitors

Company Details

WealthTouch is a provider of consolidated investment reporting services for the advisors to ultra high net worth families and family offices. The company was acquired by software company Archway Technology, in November 2014.

Key Metrics

Founded Year

2001

Location

Denver, United States

Stage

Acqui-Hired

Total Funding

$12.8M in 3 rounds

Latest Funding Round

Series A, Jan 22, 2014, $*****

Investors

Allen & Company

Ranked

42^nd among 99 active competitors

Employee Count

1 as on Jul 31, 2026

Similar Companies

Alkymi & 110 more

View Wealthtouch's full profile

Wealthtouch is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
WealthTouch, Inc. CIN: 84-1604336 , United States, Active	Dec 31, 2000	$1M - $5M (As on Dec 28, 2009)	-	-

Wealthtouch has raised a total funding of $12.8M over 3 rounds. Its first funding round was on Apr 27, 2009. Its latest funding round was a Series A round on Jan 22, 2014 for $*****. 1 investor participated in its latest round. Wealthtouch has 1 institutional investor.

Here is the list of recent funding rounds of Wealthtouch:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 22, 2014	5451441	Series A	6889242	9314177	9318670	8642697
Dec 28, 2009	6760114	Series A	7327822	8761789	3126162	4630750
Apr 27, 2009	2091127	Seed	7482834	5871827	2981466	3898557

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View details of Wealthtouch's funding rounds and investors

Wealthtouch's employee count trend

Wealthtouch has 1 employees as of Jul 26. Here is Wealthtouch's employee count trend over the years:

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Top competitors of Wealthtouch include Alkymi, Advyzon and PCR. Here is the list of Top 10 competitors of Wealthtouch, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alkymi 2017, New York City (United States), Series B	Developer of enterprise data digitization and analytics solutions	$26M	Canaan, Cornerstone Investment Capital & 8 others	60/100
2nd	Advyzon 2012, Chicago (United States), Unfunded	Cloud-based performance reporting solutions for financial advisors	-	-	47/100
3rd	PCR 2000, Wilton (United States), Acquired	Provider of financial data aggregation and reporting solutions for investments	$9.51M	Arnold Venture Group, Ambina Partners	44/100
4th	Landytech 2018, London (United Kingdom), Series B	Data platform for risk management and investment performance analytics, automated and consolidated reporting	$18M	Adelie, Aquiline Capital Partners & 35 others	44/100
5th	Harmonate 2019, San Jose (United States), Unfunded	SaaS-based mid & back-office solutions for fund managers	-	-	42/100
6th	Lightkeeper 2010, Boston (United States), Late Stage	Portfolio intelligence platform transforming investment data into high-value insights	-	Raptor Group, Tupancy Capital & 1 others	41/100
7th	Vybe Series A	Provider of portfolio tracking software for analyzing digital asset transactions	$13M	Lemniscap, Alameda Research & 15 others	40/100
8th	StyleADVISOR 1992, Zephyr Cove (United States), Acquired	Provider of a cloud-based performance analytic and reporting software	-	-	39/100
9th	Zoonova 2012, Salt Lake City (United States), Unfunded	Provider of AI-driven stock market analysis and forecasting tools	-	-	38/100
10th	Multifonds 1995, Strassen (Luxembourg), Acquired	Performance reporting solutions for wealth managers	-	Summit Partners	35/100
42nd	Wealthtouch 2001, Denver (United States), Acqui-Hired	Financial reporting services for the private wealth industry.	$12.8M	Allen & Company	22/100