Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Touchstone Wealth Logo
Touchstone Wealth Growth Score
56
CB Rank
2421707
Heat Score
18
Touchstone Wealth is a financial advisory firm that provides guidance on retirement, wealth transfer, and investment services.
Founded
obfuscation
Private Scottsdale, Arizona, United States51-100 touchstonewealth.com
Advice
Retirement
Wealth Management
Overview

Touchstone Wealth
Growth Score
56
Heat Score
18

Growth Score56
-2 pts
in past quarter
Heat Score 18
4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Touchstone Wealth

CB Rank
2421707
Touchstone Wealth is a financial advisory firm that provides guidance on retirement, wealth transfer, and investment services.
Founded
obfuscation
Private Scottsdale, Arizona, United States51-100 touchstonewealth.com
Advice
Retirement
Wealth Management

Key People

Details

Legal Name Touchstone Wealth
Operating Status Active
Company Type For Profit
Phone Number +1 480 538 2900
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

My Retirement
A service to help clients plan their retirement to ensure financial stability throughout their lifetime.
My Family
A service providing life and disability income insurance to protect clients' families against financial risks.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 1 Contacts 12

Employee Profiles

News

News and Press

News•Apr 14, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Mar 20, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,072

IT Spend

$434.7KThis year, Touchstone Wealth is projected to spend $434.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Book Like A Boss Logo
Book Like A Boss
98
Starlink Logo
Starlink
89
Group Coaching Logo
Group Coaching
82

Active Website Tech Count

2Touchstone Wealth is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Touchstone Wealth's headquarters? Touchstone Wealth is located in Scottsdale, Arizona, United States.Who are Touchstone Wealth's competitors? Alternatives and possible competitors to Touchstone Wealth may include Vision Capital Management, Aspetuck Financial, and  Provision Financial Planning.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(2e7868f 1)
|