WealthArc
About
Empowering wealth managers to manage clients wealth anywhere and anytime
- 11 - 50
Details
- Last Funding Type
- Non-Equity Assistant
- Industries
- Big Data,Cloud Computing,Cyber Security,Financial Services,FinTech,SaaS
- Founded date
- Jan 1, 2015
- Number Of Employee
- 11 - 50
- Operating Status
- Active
WealthArc automatically consolidates investment portfolios & financial data and delivers it via an easy and unified interface to clients (banks and external asset managers). The solution consists of:
- A robust and battle-tested automated API engine integrating data from custodian banks (currently over 60 existing connections to banks in Switzerland, Lichtenstein, Luxembourg, Singapore, Monaco, Hong Kong and other) as well as other providers of financial data.
- Wealth management web platform built on top of an API engine. It covers a broad scope of mission-critical services for our clients, such as portfolio management, automation of client invoicing, risk profile monitoring, compliance checks and consolidation of assets from various custodian banks.
The platform is distributed via the SaaS model and stores all data in a secure cloud environment.
Funding Rounds
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Dec 22, 2020 | Seed | $4M | 1 |
The Next Impact
|
— | Detail |
| Dec 5, 2019 | Seed | $2.77M | 1 |
The Next Impact
|
— | Detail |
| Dec 1, 2017 | Non-Equity Assistant | — | 1 |
Google for Startups
|
— | Detail |
| Aug 10, 2017 | Seed | $200K | 1 |
The Next Impact
|
— | Detail |
| Sep 15, 2016 | Seed | $1.20M | 1 |
The Next Impact
|
— | Detail |
Investors
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
The Next Impact
|
Yes | Seed |
|
Google for Startups
|
Yes | Non-Equity Assistant |
