WealthArc
HQ Address
Dufourstrasse 49, 8008 Zurich, Switzerland
Website Address
Relevant Regions
Business introduction
Manage wealth data more efficiently
Leverage the speed and accuracy of automated workflows and data consolidation in daily activities with 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.
From data to decisions: why trusted data is the foundation of wealth management analytics
14/04/2026
From data to decisions (Episode 3): how better insights transform client conversations in wealth management
23/06/2026
From data to decisions (Episode 2): moving from portfolio reporting to deeper investment understanding
19/05/2026
Key Data
Year founded
2015employees
11-50offices
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- Family Offices
- Financial Advisors
WealthArc Solutions
Wealtharc Platform
Discover WealthArc’s power Our platform is designed to both perform the most fundamental operations in wealth management and to offer more complex, cutting-edge solutions that you can coin into a competitive advantage. It’s a true end-to-end hub. Manage portfolios Portfolio management in our platform gives you a complete overview of the consolidated client......
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Wealth Data Box
Data you can trust Wealth Data Box automatically connects you to your most needed custodians and data sources, aggregating your investment data, cleaning, reconciling, verifying, vetting to the highest quality, and delivering as a trusted data seamlessly to your AI and wealth-tech applications, so you can take wiser, better, and faster......
