WealthArc offers a wealth management platform designed to help wealth managers with portfolio management, data consolidation, and automation of daily activities. The platform is targeted at asset managers, family offices, banks, and investor services.

WealthArc

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Marketing and Product

Federico Scattini

Sales and Support

William BonhoTe

Krzysztof Gogól

Founder and CEO

Cloud Computing Seed Stage Companies With More Than $1M in Revenue

Zurich Companies With Fewer Than 1000 Employees

Switzerland Seed Stage Companies With Less Than $10M in Revenue

Europe, Middle East, and Africa (EMEA) Companies With More Than 10 Employees (Top 10K)

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 built 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.

The Next Impact

Seed Round - WealthArc

Tenity

Non Equity Assistance - WealthArc

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Grant - WealthArc

Zürich

Zurich

Switzerland

Europe

Reducing compliance costs with WealthArc's advanced wealth app

Reducing compliance costs with WealthArc’s advanced wealth app

Enhancing portfolio management with integrated CRM solutions

New neuro-symbolic AI chat to disrupt $650bln GCC wealth management market

WealthArc is transforming the family office landscape with Artificial Intelligence

WealthArc and ZeroLink join forces to revolutionise wealth management with advanced AI technology

WealthArc and ZeroLink are transforming wealth management with Artificial Intelligence

A platform that consolidates and manages wealth data, automates workflows, and provides modules for portfolio management, governance, KYC, CRM, and reporting.

Automates the consolidation and presentation of portfolio data in an intuitive format, eliminating manual processes.

Allows creation of financial strategies with automated alerts for guideline breaches, overdrafts, and AML transactions.

A trading module for generating trade proposals, automating pre-trade checks, and sending orders to custodian banks.

Generates holistic and white-labeled documents of portfolio structure and performance in multiple languages.

Stores all client activities, meetings, trades, and calls in one place for easy client life cycle management.

United States

North America

Greece

Bangladesh

Asia

Belgium

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