WealthTouch, Inc., a Denver, CO-based provider of consolidated investment reporting services to ultra-high net worth families, family offices, wealth advisors, endowments, and foundations, closed a new round of growth capital.
The investment was led by Kitano Investments, Allen & Company, and international private equity investor Anthony Bloom.
The amount of the transaction remained undisclosed.
Established in 2001 and led by Craig Pearson, President, and Anthony Bloom, Chairman, WealthTouch provides a web-based technology platform that allows clients to make decisions based on a comprehensive view of their finances, across both investments and expenses regardless of the custodian, manager or asset class.
FinSMEs
22/01/2014