WealthArc Company
WealthArc is a company that provides a wealth management web platform to banks and external asset managers. The platform consolidates investment portfolios and financial data from over 60 custodian banks and other providers of financial data. It offers services such as portfolio management, client invoicing automation, risk profile monitoring, compliance checks, and asset consolidation. The platform is distributed via the SaaS model and stores all data in a secure cloud environment.
Total Funding:
1531145
Headquarters:
Zurich, Zurich, Switzerland
Funding Status:
Seed
Employee Number:
11-50
Estimated Revenue:
Less than $1M
Last Funding Type:
Seed
Technology:
Recommendation Systems
Investors Number:
2
Founded Date:
2015
Industry:
FinTech