Zurich, Switzerland, 15 April 2026 – WealthArc today announced the launch of its new AI Agent, designed to automatically interpret financial documents such as account statements, portfolio reports, and private market investment documents and convert them into structured investment data available within the company’s global data infrastructure service.
The launch reflects a broader shift across the wealth management industry as firms seek to adopt artificial intelligence across investment operations and client servicing.
Before AI can automate workflows, generate insights, or support investment decisions, firms must first solve a harder problem: a reliable data layer to clean, reconciled portfolio data across custodians, currencies, and reporting systems.
Wealth managers frequently receive portfolio information and alternative investment data through PDFs, spreadsheets, or proprietary reporting formats. Before this information can be used for reporting or analysis, teams often spend hours manually extracting and reconciling the data.
Artur Kluz, CEO of WealthArc, said the real opportunity for AI in wealth management lies in solving these underlying data challenges:
“AI won’t replace advisers, rather equip them with deep knowledge and flexible workflows. The real barrier to AI adoption in wealth management isn’t the models themselves but turning fragmented financial data into reliable, structured data.”
Turning financial data into structured investment data
WealthArc’s AI Agent enables firms to upload financial documents in a wide variety of formats and automatically transform the information they contain into structured portfolio data.
Examples of documents the AI Agent can process already include:
- Custodian account statements
- Private markets investment reports
- Portfolio summaries and capital account statements
- Investment performance reports
- Other structured or semi-structured financial documents
Once processed, the extracted information becomes part of the data layer, where portfolio data from multiple custodians, asset classes, and currencies is standardised and made available for reporting, analytics, and AI-driven workflows to clients.
By automating document interpretation and data extraction, the AI Agent helps reduce the operational effort required to prepare portfolio data for analysis.
Moving beyond traditional automation
Unlike traditional automation tools that rely on fixed templates or predefined document structures, WealthArc’s AI Agent is designed to interpret financial information across documents that vary widely in format, terminology, and reporting structure.
The AI-enabled technology analyses the financial context of the data contained within documents and can highlight potential inconsistencies that require review.
To ensure reliability in financial environments, the AI Agent operates within a human-in-the-loop framework, where suggested interpretations or corrections are reviewed and confirmed by users before being applied to the portfolio dataset.
Radomir Mastalerz, CTO of WealthArc, said this approach is critical when working with financial data across multiple institutions:
“Traditional automation works well when documents follow predictable formats, but financial reporting rarely does. Statements from different custodians often use different terminology, structures and assumptions. WealthArc’s AI Agent helps interpret that context and flag potential inconsistencies, while keeping humans in control of the final outcome.”
Building the data infrastructure for AI-driven wealth management
The AI Agent forms part of WealthArc’s broader strategy, continuing to build the data infrastructure and its 1,000-plus new generation global data feeds required for AI-driven wealth management.
At the centre of this infrastructure is WealthArc Data Box, a universal multi-custodian and multi-currency data engine that aggregates, reconciles, and standardises portfolio data across wealth management stakeholders including banks, investment managers, and family offices.
WealthArc is now working to significantly expand this infrastructure.
“Our goal is to build more than 1,000 next-generation global data feeds in the coming years,” Kluz said. “By expanding this infrastructure, we are building the foundational data layer for the wealth and asset management ecosystem – enabling institutions to scale operations, automate workflows, and adopt AI with confidence.”
WealthArc’s services also include automated data processing and monitoring capabilities designed to transform fragmented custodian data into trusted, AI-ready portfolio datasets.
New AI agents roadmap
The AI Agent represents the next stage in WealthArc’s roadmap to embed AI capabilities directly within investment data workflows powered by WealthArc Data Box.
Future developments will focus on expanding AI agents across:
- Data feeds development
- Data cleaning, validation, and quality monitoring
- Portfolio reconciliation
- Multi-custodian data integration
- Advanced data analytics
Call for Collaboration
WealthArc invites wealth and asset management institutions – including wealth managers, family offices, private banks, as well as WealthTech and FinTech firms – to collaborate on AI-driven document processing and data integration use cases.
Firms interested in exploring these capabilities are encouraged to engage with the WealthArc team.
About WealthArc
WealthArc is a Swiss-born fintech company building global data infrastructure for the wealth and asset management industry, including wealth managers, multi-family offices, private banks and WealthTech providers. The company delivers a next-generation global data-feeds grid and high-quality, reconciled, custodian-agnostic portfolio data at scale, seamlessly integrating with portfolio management systems, AI, and analytics tools used by advisers and family offices worldwide.
WealthArc serves clients in Switzerland and across Europe, with a growing presence in the United States, Asia, and the Middle East, and has been recognized by WealthBriefing, AIFinTech100, WealthTech100, and the Swiss FinTech Awards for its contribution to data-driven wealth and asset management.
Learn more at www.wealtharc.com.
