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.
