WealthTouch Revenue

About 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-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 client’s 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 family’s wealth, WealthTouch was the global standard for portfolio reporting and expense management for over a decade.

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