WealthTouch provides an online financial reporting platform that combines a user-friendly interface with detailed, accurate portfolio information for managers and their clients. The platform is targeted at high-net-worth families, family offices and their trusted advisors. The company says it has seen increased client demand and tremendous growth. WealthTouch has received $11M in equity capital from international private investors. The majority of the investment came from families already using the reporting platform. Recently the company appointed investors to its board of directors and recruited industry leaders to its executive team to support expansion.

Total raised

$11M

Funding rounds

1

Latest round

Equity

Latest activity

Jan 2010