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wealtharc.com

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Stage

Seed | Alive

Total Raised

$4M

Last Raised

$4M | 7 mos ago

About WealthArc

WealthArc is a cloud-based asset management platform with a volume of $ 120 trillion. It enables asset managers, family offices and private banks to interact with customers and real-time asset management. The platform assumes data integration, the consolidation of assets, the generation of digital reports and automated consulting.

WealthArc Headquarter Location

Nüschelerstrasse 31

Zurich, CH-8001,

Switzerland

Latest WealthArc News

Venture Kick alumni WealthArc secures USD 4 M Pre-Series A round to strengthen its market position and expand its growth

Feb 9, 2021

News Venture Kick alumni WealthArc secures USD 4 M Pre-Series A round to strengthen its market position and expand its growth 04.02.2021 14:00, Guillaume Tinsel WealthArc, a Swiss FinTech platform organizing investment information for wealth managers and their HNW clients, has secured over $4 Million in new funding. The investors are from US and Switzerland, and the funds will enable WealthArc to strengthen its market position and catalyse inland expansion and overseas growth. This funding round will be the catalyst for the execution of the company’s vision of becoming the leading wealth management data hub. Wealth managers will be able to see in the WealthArc platform not only their aggregated portfolios from various private banks but also get access to a broad selection of investment products and services offered by other FinTechs. “Wealth management anytime and anywhere is the future of the industry. We want to help family offices and private banks in their digital journey,” says Chris Gogol, Co-Founder, and CEO of WealthArc. “With the new funding, we are getting closer to executing our mission: becoming the most comprehensive wealth management information hub in Switzerland and beyond,” adds Chris. WealthArc is planning to use the funding to strengthen its overseas growth and expand its presence in the domestic Swiss market. Today, WealthArc counts on a growing number of customers in Switzerland (Zurich, Geneva, and Lugano among others) and beyond (in Singapore, Dubai, and the United Kingdom). The company employs over 40 professionals located in its offices in Zurich, Geneva, and in an R&D center in Warsaw. The company will also leverage this new capital to continue developing its digital platform and value proposition, mainly in the fields of artificial intelligence, custodian data reconciliation, analytics, recruitment strategy, and new business opportunities. WealthArc is the first cloud-native solution for wealth managers in Switzerland. It has proven indispensable during lockdowns, empowering financial advisors to have quick access to any investment or client information in a secure way while working from home. WealthArc has integrated over 60 private banks from Switzerland, the United Kingdom, and Singapore via proprietary connections (APIs). Thanks to their unique technology, WealthArc users have access to high-quality investment data that is automatically gathered and curated by artificial intelligence. Source: WealthArc Press Release WealthArc won Venture Kick stage 2 in 2015. We interviewed Co-founder and CTO Radomir Mastalerz about his entrepreneurial path and future visions. How will the $4 Million help WealthArc achieve its vision? WealthArc empowers investment managers to manage clients’ wealth, anytime, anywhere. The foundation of each investment decision is data. Our focus for the next 2-3 years is to become Data Hub for Wealth Managers, the main source for making any investment decision. The funding allows us to speed to Product Development and leverage partners to achieve this vision. How did participating in Venture Kick help you with launching your business and get funding? Venture Kick gave us a lot of guidance and support during the first year after founding WealthArc. It connected us with great mentors, most often successful entrepreneurs, from whose experience we could learn! They helped us in structuring our product vision and business model. With the courage boost, we could take off with our idea and make WealthArc a reality. What is your advice for potential fintech entrepreneurs launching companies in Switzerland today? There is a single general rule, regardless of whether you are launching a company in the fintech space or any other: focus, focus, focus. It’s good to think big and have bold vision since the very beginning, but believe me, your vision may change, your product might pivot, your company might not survive a year. Start with understanding your customers and their needs. Focus on one problem you can solve for them and understand (or simply ask) how much they are willing to pay for it. 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 ef... Read more Additional Links

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Expert Collections containing WealthArc

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

WealthArc is included in 2 Expert Collections, including Fintech.

F

Fintech

10,750 items

Excludes US-based companies

W

Wealth Tech

992 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

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