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Fastest growing provider of bill pay and consolidated investment reporting solutions to ultra high net worth individuals.

  • Stage $5M in TTM Revenue
  • Industry Software
  • Location Denver, CO, USA
  • Currency USD
  • Founded February 2001
  • Employees 61
  • Website wealthtouch.com

Company Summary

WealthTouch is the only company that incorporates and consolidated both expense management and investment reporting on a single web platform, enabling users to make faster, smarter financial decisions. The Company is purpose built to support high levels of financial complexity and is the preferred provider to Citi Private Bank, JPMorgan Private Bank, UBS, Credit Suisse, and Goldman.

Team

  • Craig Pearson
    President

    20 years of experience in the financial technology industry. Successfully helped turnaround 3 venture back companies and has always exceeded revenue and profitability targets regardless of product or region. Existing working relationships with Citi, Credit Suisse, JPMorgan, UBS, Goldman and multiple family offices.

  • Rulonna Neilson
    EVP

    Rulonna is responsible for the Company's operations and client service. She has over 20 years of experience in the financial services industry. She has led initiatives in growth strategy, market launch planning, and brand development. She holds a BA from Harvard College and advanced studies in economics at Cambridge University.

  • Rod Saunders
    CTO

    Over 20 years of experience in the design, development and deployment of enterprise applications. Formulated the strategic roadmap for the next-generation reporting platform.

  • Craig Pearson, CFA

Previous Investors

  • 3 ultra high net worth families
    Unconfirmed

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