
FinTech platform uniting investment creators, financial planners, and investors.
Founded with the mission to streamline financial planning, Touch is a FinTech platform that unites investment content creators, financial planners, and investors. The company offers a comprehensive financial planning platform that integrates seamlessly with sales tools to automate sales prospecting. By curating and updating a list of ideal customer profiles weekly, Touch aims to enhance the efficiency and effectiveness of financial planning and investment strategies.
Notable affiliated individuals include Supreet Kaur, who is based in New York, NY. Although specific investors are not detailed, the platform's innovative approach has garnered significant backing. Touch's key achievements include the successful integration of advanced automation in sales prospecting, which has significantly impacted the market by providing a more streamlined and effective way for financial professionals to connect with their ideal clients.
| Attribute | Fintech Platform Uniting Investment Creators, Financial | Sales CRM | Salesforce Agentforce | |
|---|---|---|---|---|
| Provider | ||||
| Founded | 2020 | 2006 | 1999 | |
| Sells To | — | — | Enterprise, Small Business | |
| Pricing Model | Recurring | — | Recurring | |
| Ownership | Venture Capital | — | Public |
Provider 
Founded 2020
Sells To —
Pricing Model Recurring
Ownership Venture Capital
Provider 
Founded 2006
Sells To —
Pricing Model —
Ownership —
Provider 
Founded 1999
Sells To Enterprise, Small Business
Pricing Model Recurring
Ownership Public

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