WealthArc Revenue and Competitors

WealthArc provides an innovative wealth management platform for companies of any size. The solution is easy-to-use and does not require any installation either long set-up. It runs on the robust API engine, which fully automatically consolidates and unifies data from various custodian banks, making portfolio and client information accessible anywhere, anytime and from any device with Internet access. This 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 and Private Banking can and should benefit from the latest technologies and digital innovations, in line with other industries. The company collaborates closely with Microsoft, Swisscom and Refinitiv and has been recognized in VentureKick, F10, Fidelity Investments Accelerator and 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. Our easy to use software takes only 48 hours to set up. We are currently offering customers a 3-month pilot. Connect with us to keep up to date with WealthArc news and follow the latest industry trends which matter to your business.