Login
Our History

WealthTouch was born out of the family office tradition of confidential, personalized service. For more than 30 years, our management team and board members have been working with ultra-high net worth families and their trusted advisors to provide the highest quality financial reporting. Our experience and expertise – together with our innovative technology platform – have made us the international leader in providing secure, aggregated, accurate portfolio reporting and expense management services. Today we work with a wide range of clients, from the world’s leading private banking institutions to multi-family offices and ultra-high net worth individuals.


Experience. Knowledge. Tradition.