WealthArc

About WealthArc

WealthArc provides a data-driven wealth management platform designed for independent asset managers, banks, family offices, and investor services. The platform consolidates custodian, market, and client data with automated workflows, portfolio management, compliance, and reporting to improve accuracy, security, and efficiency. Based in Zürich, Switzerland, it emphasizes data quality, security, and integration through API connections and cloud-based solutions to streamline wealth management operations.