WealthArc

company

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

Number of Funding Rounds
Total Funding Amount
6
$8.47M
WealthArc has raised a total of $8.47M in funding over 2 rounds. Their latest funding was raised on Dec 22, 2020 from a Seed round.
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

Number of Lead Investors
Number of Investors
6
2
WealthArc is funded by 2 investors. The Next Impact and Google for Startups are the most recent investors.
Investor Name Lead Investor Funding Round
The Next Impact Yes Seed
Google for Startups Yes Non-Equity Assistant