Touch offers Fintech Platform Uniting Investment Creators, Financial
ProductCurrently Offered
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.
FinTech platform uniting investment creators, financial planners, and investors.
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| Attribute | Fintech Platform Uniting Investment Creators, Financial | Salesforce Agentforce | Sales CRM | EnterOS | Zoho One | Zoho CRM | Salesforce Sales Cloud | AI Customer Support Agent | H Platform | H Agents | Microsoft Copilot Studio | ServiceNow AI Agents | IBM watsonx Orchestrate | Tanagram Canon | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Provider |  Touchtouch.app$170k raised · Pre-Seed |  Salesforcesalesforce.com$65.4M raised · Public |  HubSpothubspot.com$100.5M raised · Public |  Entergetenter.ai$145.5M raised · Series B | Zohozoho.com$0 raised | Zohozoho.com$0 raised | Salesforcesalesforce.com$65.4M raised · Public | Finfin.ai$490.8M raised · Late Stage Private | H Companyhcompany.ai$220M raised · Seed | H Companyhcompany.ai$220M raised · Seed | Microsoftmicrosoft.com$1M raised · Public | Servicenowservicenow.com$83.7M raised · Public |  IBM Watsonibm.com$1M raised · Public |  Tanagramtanagram.ai$500k raised · Pre-Seed | |
| Founded | 2020 | 1999 | 2006 | 2023 | 1996 | 1996 | 1999 | 2011 | 2023 | 2023 | 1975 | 2004 | — | 2024 | |
| Sells To | — | Enterprise, Small Business | — | Enterprises, Institutions | B2B | B2B | Enterprise, Small Business | Small Business | Enterprise | Enterprise | Enterprises, Small Business | — | Enterprise, Small Business | Enterprises | |
| Pricing Model | Recurring | Recurring | — | SaaS, Subscription | B2B Subscription | B2B Subscription | Recurring | Recurring, Software | SaaS | SaaS | SaaS, Transactional | Recurring | Recurring, Software | SaaS | |
| Ownership | Venture Capital | Public | — | — | Private | Private | Public | Venture Capital | Privately Held | Privately Held | Public | Public | Public | Private |
Provider Touchtouch.app$170k raised · Pre-Seed
Founded 2020
Sells To —
Pricing Model Recurring
Ownership Venture Capital
Provider Salesforcesalesforce.com$65.4M raised · Public
Founded 1999
Sells To Enterprise, Small Business
Pricing Model Recurring
Ownership Public
Provider HubSpothubspot.com$100.5M raised · Public
Founded 2006
Sells To —
Pricing Model —
Ownership —
Provider Entergetenter.ai$145.5M raised · Series B
Founded 2023
Sells To Enterprises, Institutions
Pricing Model SaaS, Subscription
Ownership —
Provider Zohozoho.com$0 raised
Founded 1996
Sells To B2B
Pricing Model B2B Subscription
Ownership Private
Provider Zohozoho.com$0 raised
Founded 1996
Sells To B2B
Pricing Model B2B Subscription
Ownership Private
Provider Salesforcesalesforce.com$65.4M raised · Public
Founded 1999
Sells To Enterprise, Small Business
Pricing Model Recurring
Ownership Public
Provider Finfin.ai$490.8M raised · Late Stage Private
Founded 2011
Sells To Small Business
Pricing Model Recurring, Software
Ownership Venture Capital
Provider H Companyhcompany.ai$220M raised · Seed
Founded 2023
Sells To Enterprise
Pricing Model SaaS
Ownership Privately Held
Provider H Companyhcompany.ai$220M raised · Seed
Founded 2023
Sells To Enterprise
Pricing Model SaaS
Ownership Privately Held
Provider Microsoftmicrosoft.com$1M raised · Public
Founded 1975
Sells To Enterprises, Small Business
Pricing Model SaaS, Transactional
Ownership Public
Provider Servicenowservicenow.com$83.7M raised · Public
Founded 2004
Sells To —
Pricing Model Recurring
Ownership Public
Provider IBM Watsonibm.com$1M raised · Public
Founded —
Sells To Enterprise, Small Business
Pricing Model Recurring, Software
Ownership Public
Provider Tanagramtanagram.ai$500k raised · Pre-Seed
Founded 2024
Sells To Enterprises
Pricing Model SaaS
Ownership Private