WealthArc

Manage wealth data more efficiently

Luxembourg

Founded 2015

Technology Providers

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

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About WealthArc

WealthArc is a global financial data infrastructure company building the global standard for making financial data accessible, trusted, usable, and actionable for humans, AI, and autonomous systems.

By connecting to any custodian and financial data source globally, WealthArc transforms fragmented financial data into trusted, standardized, and token-efficient financial objects that AI models and intelligent applications can reliably understand and consume.

This enables AI companies, WealthTech companies, FinTech companies, wealth and asset managers, family offices, and private banks to build intelligent applications, automate workflows, generate insights, and make better decisions.

WealthArc serves clients globally and has been recognized by WealthBriefing, AIFinTech100, DataTech50, WealthTech100, and the Swiss FinTech Awards for its contribution to advancing data-driven wealth and asset management.

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More Details

Attribute	Details
Categories	Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Features	Custom Reports, Full Multi-Currency Support
Target Segments	Fund manager, Independent financial or investment advisor, Multi-family office, Private bank