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WealthArc

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Serving customers since
2015

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HQ Location:
Zurich, CH

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@WealthArc

What is WealthArc?

WealthArc is a technology company specializing in wealth management solutions, primarily catering to wealth managers, family offices, and private banks. The platform offers a cloud-based, automated portfolio management system that integrates seamlessly with various data providers to streamline operations and enhance data accuracy. WealthArc's services include portfolio consolidation, client reporting, and performance analysis, aimed at increasing efficiency and transparency. With an emphasis on security and user-friendly design, the company provides tools to help financial professionals optimize their workflow and deliver superior client service.

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Year Founded
2015