WealthArc GmbH

Next-generation investment management platform

WealthArc is a B2B/B2B2C SaaS platform designed for independent wealth management companies and private banks. Our solution leverages the latest technologies to enhance client experience, increases efficiency and wins new generation of digital-native clients.

At its core, WealthArc uses innovative API technology to provide seamless, real-time integration with custodian banks. Since its founding, WealthArc has perfected this technology and as a result now has robust & battle-tested APIs in nearly 90% of the custodian market in Switzerland.

As a fully automated solution, WealthArc delivers value to its clients equating to an estimated increase of 300% in time efficiency, reduction of costs and improved performance by eliminating human error through automation. As a result, WealthArc unshackles wealth managers to focus on the most important aspect of their business: Client Relationship Management.

WealthArc is powered by the latest technological advancements such as cloud computing, artificial intelligence and Big Data. The WealthArc platform helps wealth managers take full advantage of automation, integrated data and digital processes by harnessing the aforementioned technologies.

WealthArc is a true Software-as-a-Service platform that uses technology to transform the wealth management industry. As opposed to our competitors, who merely provide outsourcing of manual work, WealthArc offers a unique and automated ‘all-in-one’ solution, with no installation and an instant set-up process. Consequently, WealthArc has unlimited scalability potential!

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10.05.2022

Swiss Fintech Award finalists revealed (startupticker.ch)

04.02.2021

WealthArc closes $4 Million pre-series A round (startupticker.ch)

Milestone

03.05.2019

30 Employees!

Deal

01.08.2018

First Institutional Client!

Deal

01.03.2015

Hire Sales Person

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Videos

Dimensions of Competitive Edge / Adam Kwa?niewski (WealthArc Investor ex-Googler) / 4Cs of Wealth Management

WealthArc - The Wealth Management Solution You're Looking For (Explainer Video)

Venture Kick

Venture Kick supports potential entrepreneurs with start capital up to CHF 150'000 as well as hands-on execution support and access to a nationwide network of investors and experts in the startup field. Multiple times per year, 8 selected projects get the opportunity to present their business ideas in front of a panel. The 5 most promising projects enter the support process. After 9 months at the latest, the startups incorporate and enter the market. Since 2007, Venture Kick has invested over CHF 58 million in over 1111 projects.

Website

WealthArc GmbH

Next-generation investment management platform

Headquarter:
Zürich

Foundation Date:
April 2015

Technology:

  • ICT

Sectors:

  • Applications
  • Cloud
  • Finance
  • Fintech
  • Enterprise
  • SaaS
  • Services for companies
  • Security
  • Software
  • Trading

Support received

  • Support venturekick