WealthArc

About WealthArc

WealthArc provides a wealth management platform that consolidates client portfolio data through proprietary custodian APIs, enabling wealth managers to access and manage information securely in real-time. This solution enhances operational efficiency by automating workflows and improving data accuracy, addressing the challenges of fragmented data sources and time-consuming manual processes.

```xml <problem> Wealth managers often struggle with fragmented client portfolio data scattered across multiple custodians, leading to time-consuming manual processes and potential inaccuracies. This lack of a unified view hinders efficient portfolio management, reporting, and client service. </problem> <solution> WealthArc is a wealth management platform that consolidates client portfolio data from various custodians through proprietary APIs, providing a secure, real-time, and unified view. The platform automates workflows, enhances data accuracy, and improves operational efficiency, enabling wealth managers to make data-driven decisions and deliver better client service. By centralizing data and streamlining processes, WealthArc empowers wealth managers to focus on building client relationships and growing their business. </solution> <features> - Automated data aggregation from over 125 custodian connections using proprietary APIs - Portfolio management tools including performance calculation, benchmarking, and risk concentration analysis - Order management module with trade proposal, rebalancing, FIX trading, and pre-trade checks - Client management module for storing notes, documents, and extracting client insights with security measures - Portfolio analytics features for scenario simulation and risk evaluation - Customizable reporting capabilities for generating client reports - Secure data storage in Swisscom and Microsoft data centers - Compliant with current regulations to ensure data safety and security </features> <target_audience> WealthArc is designed for external asset managers, family offices, banks, and investor services companies seeking to streamline wealth data management and improve operational efficiency. </target_audience> <revenue_model> WealthArc uses a transparent pricing model with a base fee and charges for extra portfolios managed on the platform. </revenue_model> ```

What does WealthArc do?

WealthArc provides a wealth management platform that consolidates client portfolio data through proprietary custodian APIs, enabling wealth managers to access and manage information securely in real-time. This solution enhances operational efficiency by automating workflows and improving data accuracy, addressing the challenges of fragmented data sources and time-consuming manual processes.

Where is WealthArc located?

WealthArc is based in Zürich, Switzerland.

When was WealthArc founded?

WealthArc was founded in 2015.

How much funding has WealthArc raised?

WealthArc has raised $8.5M.

Location
Zürich, Switzerland
Founded
2015
Funding
$8.5M
Employees
39 employees
Investors
Kluzventures

WealthArc

8
Relative Traction Score based on online presence metrics compared to companies in the same age group.

Executive Summary

WealthArc provides a wealth management platform that consolidates client portfolio data through proprietary custodian APIs, enabling wealth managers to access and manage information securely in real-time. This solution enhances operational efficiency by automating workflows and improving data accuracy, addressing the challenges of fragmented data sources and time-consuming manual processes.

wealtharc.com3K+
Founded 2015 – Zürich, Switzerland

Funding

No specific funding rounds found.

Total Funding

$8.5M

Backed by

Kluzventures

Team (30+)

No team information available.

Company Description

Problem

Wealth managers often struggle with fragmented client portfolio data scattered across multiple custodians, leading to time-consuming manual processes and potential inaccuracies. This lack of a unified view hinders efficient portfolio management, reporting, and client service.

Solution

WealthArc is a wealth management platform that consolidates client portfolio data from various custodians through proprietary APIs, providing a secure, real-time, and unified view. The platform automates workflows, enhances data accuracy, and improves operational efficiency, enabling wealth managers to make data-driven decisions and deliver better client service. By centralizing data and streamlining processes, WealthArc empowers wealth managers to focus on building client relationships and growing their business.

Features

Automated data aggregation from over 125 custodian connections using proprietary APIs

Portfolio management tools including performance calculation, benchmarking, and risk concentration analysis

Order management module with trade proposal, rebalancing, FIX trading, and pre-trade checks

Client management module for storing notes, documents, and extracting client insights with security measures

Portfolio analytics features for scenario simulation and risk evaluation

Customizable reporting capabilities for generating client reports

Secure data storage in Swisscom and Microsoft data centers

Compliant with current regulations to ensure data safety and security

Target Audience

WealthArc is designed for external asset managers, family offices, banks, and investor services companies seeking to streamline wealth data management and improve operational efficiency.

Revenue Model

WealthArc uses a transparent pricing model with a base fee and charges for extra portfolios managed on the platform.

Sources:

1
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