WealthArc provides an easy-to-use and affordable wealth management platform that does not require installation, neither long and often costly set-up. We use a robust API engine to fully automatically consolidate and unify data from various custodian banks and is accessible anywhere anytime and from any device with Internet access.
Our smart solution for digital transformation allows wealth managers to focus on growing their business and staying competitive in a rapidly changing world.
WealthArc was founded on the belief that Wealth Management can and should benefit from the latest technologies and digital innovations, in line with other industries, to accelerate growth and attract new generations of clients.
The company has been recognized in many acceleration programs: F10 Incubator, Fidelity Investments Accelerator and Google for Startups Residency Program among others. We have also held a title on the winning list of WealthBriefing European Awards 2017 – in two categories.
Since receiving funding in 2015, we’ve developed a unique portfolio management platform that works with 35+ custodian banks and third-party data providers like Refinitiv and Investment Navigator.
You will ft the culture of our start-up if you look for ownership, impact, unleashing creativity and believe technology drives change.