WEALTHARC
WealthArc automatically consolidates investment portfolios & financial data and delivers it via an easy and unified interface to clients (banks and external asset managers). The solution consists of: - A robust and battle-tested automated API engine integrating data from custodian banks (currently over 60 existing connections to banks in Switzerland, Lichtenstein, Luxembourg, Singapore, Monaco, Hong Kong and other) as well as other providers of financial data. - Wealth management web platform bu... ilt on top of an API engine. It covers a broad scope of mission-critical services for our clients, such as portfolio management, automation of client invoicing, risk profile monitoring, compliance checks and consolidation of assets from various custodian banks. The platform is distributed via the SaaS model and stores all data in a secure cloud environment.
WEALTHARC
Industry:
Big Data Cloud Computing Cyber Security Financial Services FinTech SaaS
Founded:
2015-01-01
Address:
Zürich, Zurich, Switzerland
Country:
Switzerland
Website Url:
http://www.wealtharc.com
Total Employee:
11+
Status:
Active
Contact:
+41445864077
Email Addresses:
[email protected]
Total Funding:
8.87 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network Domain Not Resolving Euro Microsoft Exchange Online
Similar Organizations
Investory
The all-in one startup investor relations platform.
Current Employees Featured
Founder
Investors List
The Next Impact
The Next Impact investment in Seed Round - WealthArc
The Next Impact
The Next Impact investment in Seed Round - WealthArc
The Next Impact
The Next Impact investment in Seed Round - WealthArc
The Next Impact
The Next Impact investment in Seed Round - WealthArc
The Next Impact
The Next Impact investment in Seed Round - WealthArc
Venture Kick
Venture Kick investment in Grant - WealthArc
Venture Kick
Venture Kick investment in Grant - WealthArc
Official Site Inspections
http://www.wealtharc.com
- Host name: aacb0a264e514dd48.awsglobalaccelerator.com
- IP address: 99.83.190.102
- Location: Seattle United States
- Latitude: 47.54
- Longitude: -122.3032
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98108
More informations about "WealthArc"
WealthArc - Crunchbase Company Profile & Funding
WealthArc automatically consolidates investment portfolios & financial data and delivers it via an easy and unified interface to clients (banks and external asset managers). The solution …See details»
WealthArc - LinkedIn
WealthArc | 4,222 followers on LinkedIn. We empower wealth managers with trustful and high-quality data! | Data-driven Wealth Management Platform. Using a reliable API engine and …See details»
WealthArc - Log In
Remember me? LoginSee details»
WealthArc—The Best Asset Management Software for Multi …
WealthArc is often deemed one of the best asset management software for multifamily offices, especially for reporting and investments. Why is it so? It all goes down to the functions …See details»
Asset Management Compliance Software - Wealtharc
Thereby, their organization needs to comply with a number of requirements for investor protection. By working with lawyers, auditors and clients, WealthArc has built a thorough compliance …See details»
WealthArc 2025 Company Profile: Valuation, Funding & Investors
WealthArc was founded in 2015. Where is WealthArc headquartered? WealthArc is headquartered in Zurich, Switzerland. What is the size of WealthArc? WealthArc has 40 total …See details»
WealthArc Company Profile | Management and Employees List
WealthArc was founded on "the belief" that Wealth Management and Private Banking can and "should benefit from the latest technologies and digital innovations, in line with other …See details»
WealthArc Company Profile - Office Locations, Competitors ... - Craft
WealthArc has 5 employees across 2 locations and $1.5 m in total funding,. See insights on WealthArc including office locations, competitors, revenue, financials, executives, subsidiaries …See details»
WealthArc GmbH - Venture Kick
WealthArc - The Wealth Management Solution You're Looking For (Explainer Video) Awards (1) Venture Kick (30'000) 2015; ORGANIZATION. Transforming scientific innovation into …See details»
WealthArc - Products, Competitors, Financials, Employees, …
About WealthArc. WealthArc focuses on providing a wealth management platform for the financial services industry. The company offers a suite of tools for automated data consolidation, …See details»
WealthArc Secures New Financing to Become Next-Generation …
About WealthArc Founded in 2015, WealthArc is a leading and award-winning Zurich-based wealthtech company bringing thorough digitization to wealth management with its cloud-native …See details»
WealthArc - VentureRadar
WealthArc is a fintech company leveraging data analytics and artificial intelligence support systems to empower independent wealth managers to work more efficiently. Thus, we …See details»
WealthArc - Overview, News & Similar companies | ZoomInfo.com
Feb 8, 2024 WealthArc is transforming the family office landscape with Artificial Intelligence ZURICH & SINGAPORE--(BUSINESS WIRE)--WealthArc, a Swiss-born global wealth data …See details»
What Is WealthArc? Who Is It For? - GTF Fund
WealthArc is a cutting-edge wealth management platform designed to streamline and enhance how wealth management firms, private banks, family offices, and investor services manage …See details»
WealthArc - Funding, Financials, Valuation & Investors - Crunchbase
How much funding has this organization raised over time? Show . Announced Date . Transaction Name . Number of Investors . Money Raised . Lead Investors ... Seed Round - WealthArc — …See details»
WealthArc - Data-driven wealth management platform - Simple
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction. Have a question regarding WealthArc? Contact …See details»
Family Offices Software & Solutions - WealthArc
WealthArc sources, consolidates, and presents portfolio data in an intuitive, user-friendly format. Stop searching for data, start analysing it. Strategy & Risk Management. Create your …See details»
WealthArc Pricing, Alternatives & More 2025 | Capterra
WealthArc is a wealth management software that provides an all-in-one platform for independent asset managers, private banks, family offices, investor services, and compliance needs. The …See details»
Private Banking and Wealth Management Solutions - Wealtharc
WealthArc Once Again Among the WealthTech100 Innovators. Diversifying Investments Through Family Office Expertise. How to Consolidate Tangible and Intangible Assets Effectively. …See details»
Top 5 WealthArc features that help Wealth Managers work remotely
WealthArc offers a fully web-based solution that Wealth Managers can effortlessly access from their home without having to configure any additional IT environment. It also allows working …See details»