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℠.

Founded in

United States