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Company profile: WealthTouch

1.1 - Company Overview

WealthTouch Logo

WealthTouch

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of aggregated financial reporting services for the private wealth industry, offering a multi-custodial, multi-asset, and multi-jurisdictional performance reporting platform.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to WealthTouch

Goldmoney Logo

Goldmoney

HQ: Canada Website
  • Description: Provider of precious metal investment services, a precious metals payment network, and a platform to buy, sell, and securely store gold, silver, platinum, and palladium; independent audits and insured vault storage worldwide; 24 karat gold and platinum jewelry via Menē; and UK property investment. Traded on the TSX (XAU) and serving clients in 150+ countries.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Goldmoney company profile →
Argus Media Logo

Argus Media

HQ: United Kingdom Website
  • Description: Provider of price assessments, market news, analytics and forecasting, conferences, consulting projects, and training and support. Publishes market reports with price assessments, market commentary, news, and business intelligence, offering trusted reference points for physical supply and derivative contracts and vital insights enabling well-informed decisions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Argus Media company profile →
QwickBonds Logo

QwickBonds

HQ: United States Website
  • Description: Provider of a bond platform built to meet the specific investment needs of community financial institutions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full QwickBonds company profile →
GFA Logo

GFA

HQ: Luxembourg Website
  • Description: Provider of SaaS-based data collection, analytics, and business intelligence solutions enabling asset managers and distributors to manage increasing compliance obligations, gain valuable insights into distribution networks, and identify opportunities to improve business performance.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full GFA company profile →
Investia Logo

Investia

HQ: Canada Website
  • Description: Provider of mutual funds and segregated fund products and services, plus tax-advantaged savings and retirement accounts including TFSA, RRSP, LIRA, and RRIF, supporting investment growth and retirement income.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Investia company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for WealthTouch

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to WealthTouch

2.2 - Growth funds investing in similar companies to WealthTouch

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4 - Top valuation comps for WealthTouch

4.2 - Public trading comparable groups for WealthTouch

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4.3 - M&A Transactions similar to WealthTouch

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About WealthTouch

What does WealthTouch do?

WealthTouch is a provider of aggregated financial reporting services for the private wealth industry, offering a multi-custodial, multi-asset, and multi-jurisdictional performance reporting platform.

Who are WealthTouch's competitors?

WealthTouch's competitors and similar companies include Goldmoney, Argus Media, QwickBonds, GFA, and Investia.

Where is WealthTouch headquartered?

WealthTouch is headquartered in United States.

How many employees does WealthTouch have?

WealthTouch has 1,000 employees 🔒.

When was WealthTouch founded?

WealthTouch was founded in 2010 🔒.

What sector and industry vertical is WealthTouch in?

WealthTouch is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for WealthTouch

Who are the top strategic acquirers in WealthTouch's sector and industry

Top strategic M&A buyers and acquirers in WealthTouch's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for WealthTouch?

Top strategic M&A buyers groups and sectors for WealthTouch include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in WealthTouch's sector and industry vertical

Which are the top PE firms investing in WealthTouch's sector and industry vertical?

Top PE firms investing in WealthTouch's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in WealthTouch's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in WealthTouch's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in WealthTouch's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to WealthTouch include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in WealthTouch's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for WealthTouch?

The key public trading comparables and valuation benchmarks for WealthTouch include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for WealthTouch for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for WealthTouch with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in WealthTouch's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for WealthTouch with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in WealthTouch's' sector and industry vertical?

Access recent funding rounds and capital raises in WealthTouch's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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