CTOs on the Move

WEALTHTOUCH

www.wealthtouch.com

 
WealthTouch is a unique, integrated back-office service provider for the high-net-worth market composed of accounting, tax, technology, and administrative professionals serving customers in areas such as financial data aggregation, expense management for client obligations, and preparation of financial reports for family members and financial advisors. WealthTouch combines a proprietary platform for data aggregation and reporting with a clear understanding of the financial and security issues critical to serving this unique client niche. Because WealthTouch serves only this unique niche and their trusted advisors, a very specialized accounting process and reporting function has been developed.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Perry-Smith

Perry-Smith LLP is a Sacramento, CA-based company in the Business Services sector.

Laing Creative Design

Laing Creative Design is a Plainfield, NJ-based company in the Business Services sector.

Arazoza and Co

Arazoza and Co is a Miami, FL-based company in the Business Services sector.

Schechter Dokken Kanter Andrews and Selcer

Schechter Dokken Kanter Andrews and Selcer is a Minneapolis, MN-based company in the Business Services sector.

Keith Altizer

Keith Altizer is a Maitland, FL-based company in the Business Services sector.