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.
Funding Status:
Seed
Headquarters:
Zurich, Zurich, Switzerland
Founded Date:
2015
Employee Number:
11-50
Last Funding Type:
Seed
Total Funding:
1531145
Estimated Revenue:
Less than $1M
Industry:
FinTech
Investors Number:
2
Technology:
Recommendation Systems