Company Information

Get to know WealthTouch

Founded in 2001, WealthTouch, Inc. specialized in data aggregation and performance reporting for complex, multi-custodial investment portfolios. The company's platform was designed to serve single-family offices, multi-family offices, wealth managers, and other financial institutions managing the assets of ultra-high-net-worth clients. In 2012, WealthTouch was acquired by Archway Technology Partners, a provider of software and services for the investment management industry. Subsequently, in 2017, the combined entity was acquired by SEI Investments Company (NASDAQ: SEIC), and the technology and services were integrated into SEI's offerings, now known as the SEI Archway Platform℠.

Industry

Technology Software DevelopmentPRIMARY
Financial Wealth Management

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WealthTouch

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.