WealthArc logo — We empower wealth managers with trustful and high-quality da...

WealthArc

We empower wealth managers with trustful and high-quality data!

Founded 2015 Switzerland Zurich, Switzerland 35 employees Seed Total: $8.50M Big Data, Computing +4

General Information

Company Name WealthArc
Founded Year 2015
Location Switzerland Zurich, Switzerland
Employees 35
Industries Big Data, Computing, Cyber Security +3
Funding Stage Seed
Social

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About WealthArc

WealthArc, headquartered in Switzerland, is a data-driven wealth management platform founded in 2015. With the slogan, "We empower wealth managers with trustful and high-quality data!", this innovative startup is well-positioned in the markets of Big Data, Computing, Cyber Security, Financial Services, Fintech, and SaaS.

WealthArc leverages its robust API engine and automation technologies to significantly reduce the time and effort required for data unification, consolidation, management, reporting, compliance, and other administrative tasks. It seamlessly connects clients to a network of over 100+ leading custodian banks worldwide and ensures top-tier security by collaborating with trusted data centers like Swisscom and Microsoft.

This award-winning platform stands out for its simplicity and affordability, offering a smooth onboarding process completed in just four weeks with no lengthy installations or costly setups. WealthArc's end-to-end managed services cater to delivering high-quality data and fulfilling client expectations rapidly.

The startup received a $4.00M Seed Round investment on 22 December 2020 from notable investors, including The Next Impact and SICTIC. WealthArc presents a compelling proposition for venture capitalists looking to capitalize on the fusion of financial technology and data management innovations.

Business keywords: Wealth Management, Data-Driven Platform, API Integration, Data Unification, Portfolio Management, Automated Reporting, Compliance Solutions, Custodian Banks Network, Cloud Security, Financial Data Consolidation, Risk Profile Monitoring, Client Invoicing Automation, Asset Management Software, SaaS Technology, Secure Data Storage

Services & Products

Wealth Data Management
Portfolio Management System
Automated Workflows
API Integrations
Data Reporting and Analytics

Target Customers

External Asset Managers Family Offices Private Banks Wealth Managers

Funding Rounds & Investors (9)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $4.00M 2
The Next Impact, SICTIC
22 Dec 2020
Seed Round $2.77M 1
The Next Impact
05 Dec 2019
Non Equity Assistance Undisclosed 1
Tenity
01 Apr 2019
Non Equity Assistance Undisclosed 1
Google for Startups
01 Dec 2017
Seed Round $200.00K 1
The Next Impact
10 Aug 2017
Seed Round $1.20M 1
The Next Impact
15 Sep 2016
Seed Round $300.00K 1
The Next Impact
01 Jun 2015
Grant Fr.20.00K 1
Venture Kick
04 Mar 2015
Grant Fr.10.00K 1
Venture Kick
11 Nov 2014

WealthArc Alternatives & Competitors

View All Alternatives
WealthArc vs
WealthKernel
WealthKernel United Kingdom

Flexible embedded investing

Series A
34 employees
API, B2B
WealthArc vs
BridgeFT
BridgeFT United States

Powering the next generation of WealthTech.

Venture round
30 employees
Financial Services, Fintech
WealthArc vs

Portfolio management software uniquely designed for ultra-high net worth individuals, family offices...

Non Equity Assistance
58 employees
Finance, Financial Services

FAQ About WealthArc

We empower wealth managers with trustful and high-quality data!
WealthArc was founded in 2015.
WealthArc is headquartered in Zurich, Switzerland.
WealthArc operates in Big Data, Computing, Cyber Security, Financial Services, Fintech and SaaS. Its work centres on Wealth Management, Data-Driven Platform, API Integration and Data Unification. Its customers include External Asset Managers, Family Offices and Private Banks.
WealthArc has approximately 35 employees.
WealthArc has completed 9 funding rounds, raising a total of $8.50M. The latest funding stage is Seed.
WealthArc offers: Wealth Data Management, Portfolio Management System, Automated Workflows, API Integrations, Data Reporting and Analytics.
Top alternatives and competitors to WealthArc include WealthKernel, BridgeFT, Private Wealth Systems, fincite - Wealth Management Software, AdvisorEngine. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
WealthArc and WealthKernel are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for WealthArc, https://bouncewatch.com/company/wealtharc, updated 3 July 2025. When citing, please name BounceWatch and link this page.

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