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Touchstone Wealth

Touchstone Wealth

Financial ServicesFlag of USScottsdale, Arizona, United States51-100 Employees

Company overview

Headquarters6263 N Scottsdale Rd, Suite 140, Scottsdale, Arizona 85250, US
Phone number+14805382900
Website
NAICS52
Keywords
Investments, Financial Services, Insurance, Retirement
Founded1958
Employees51-100
Socials

Key Contacts at Touchstone Wealth

Flag of US

Kelly Sese

Director Of Recruiting

Flag of US

Kristen L. O'Dell

Director Of Integration

Touchstone Wealth Email Formats

Touchstone Wealth uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@massmutual.com), used 33.3% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@massmutual.com
33.3%
{first initial}
j@massmutual.com
40%
{last name}{last name}
doedoe@massmutual.com
20%
{last name}
doe@massmutual.com
6.7%

About Touchstone Wealth

Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams. With more than 100 employees and advisors licensed in all 50 states, we bring broad and deep professional experience and expertise. We prioritize building relationships with our clients — advising them as we would our own family. Making a positive impact in their lives by guiding them toward financial security and prosperity is what gets us up in the morning. -------------------------------------------------------------------------------------- MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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Touchstone Wealth revenue & valuation

Annual revenue$5,304,410
Revenue per employee$86,000
Estimated valuation?$17,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Touchstone Wealth has 40 employees across 7 departments.

Departments

Number of employees

Funding Data

Touchstone Wealth has never raised funding before.

Touchstone Wealth Tech Stack

Discover the technologies and tools that power Touchstone Wealth's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

Swiper

Swiper

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Divi

Divi

Page builders

Yoast SEO

Yoast SEO

SEO

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

Touchstone Wealth is located in Scottsdale, Arizona, US.
You can reach Touchstone Wealth at +14805382900.
Touchstone Wealth was founded in 1958, making it 68 years old. The company has established itself as a significant player in its industry over this time.
Touchstone Wealth has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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