Funding Driven by Accelerated Adoption of WealthTouch’s Offering by Global Family Offices

DENVER–(BUSINESS WIRE)–January 22, 2014–

WealthTouch, Inc., the leading and fastest growing provider of consolidated investment reporting services to ultra-high net worth families, family offices, wealth advisors, endowments, and foundations, today announced it closed a new round of growth capital led by Kitano Investments, Allen & Company, and international private equity investor Anthony Bloom.

“WealthTouch continues to be the longstanding pioneer in transforming the way investors and their advisors manage and report on complex family wealth,” said Craig Pearson, President of WealthTouch. “We are exceptionally proud to have such prestigious and committed investors who bring tremendous value to WealthTouch well beyond their capital. These partners enable us to both further our vision of providing the best data quality, service and technology to our clients, as well as unlock tremendous new opportunities as we continue to drive the growth and evolution of this burgeoning market.”

“WealthTouch provides a powerful solution for managing the complexity and diversity of high net worth portfolios that is unmatched in the industry,” added Anthony Bloom, WealthTouch’s Chairman. “As investors we are energized by the firm’s growth and we remain committed to the firm’s vision of driving innovation in wealth management reporting. We are pleased to provide growth capital that will support this vision.”

Unlike investment reporting solutions from large software companies, WealthTouch is a complete outsource service provider, eliminating the operational and technological burden for single and multi-family offices around the world. The award winning technology platform empowers clients to make better, faster decisions by providing efficient and secure access to a comprehensive view of their finances, across both investments and expenses regardless of the custodian, manager or asset class.

About WealthTouch, Inc.

Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of innovative consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch helps clients report across all asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based technology platform provides multi-period, on-demand performance, allocation and transactional reporting that is elegant and easy to understand.

For more information on WealthTouch, Inc. please visit

WealthTouch, Inc.
Mitchell Long, 303-831-3822

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