WealthArc

capital market tech

FOUNDING YEAR: 2015
LOCATION: United States
Last Update: 01/05/2020

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About

WealthArc’s vision is to become a global SaaS platform with solutions for institutional investors. It empowers data analytics and AI support systems to empower independent wealth managers to work efficiently.

Focus

PRODUCTS & SERVICES

Developed DATANEXT, a FinTech technology which applies big data, AI and cybersecurity for solving the critical business problems in the investment industry. Big Data – WealthArc integrates all portfolio data and provides wealth manager with unified views. WealthArc’s financial algorithms provide users with analysis on performance and benchmark, allocations and contributions, financial risk management, and investment guideline checks. Artificial Intelligence –WealthArc aggregates all information and combines it with advanced analytics and artificial intelligence to transform the data into actionable insights. Example automating recurring portfolio management tasks. Cybersecurity – WealthArc’s solution takes care of data encryption and frequent data backups.

REVENUE MODEL

SaaS platform with solutions for institutional investors.

MAIN CLIENTS

Family Offices

Independent Financial Advisors and Private Banks.

COMMENT

They are also a member of Microsoft BizSpark – a special program supporting highly innovative start-ups- focused on machine learning algorithms

Traction

VALUATION / MARKET CAP:

$2 M in 2015

People

FOUNDERS

Krzysztof Gogól

Sebastian Manthei

NUMBER OF EMPLOYEES

1-10

INVESTORS:

Novit L.P

Momentum

FUNDED

YES

TOTAL FUNDING

$300 K

DATE OF LAST FUNDING

2015

SEED & PRIOR FUNDING

$300 K

SEED CLOSED ON

Jun 2015

LISTED

NO

BASICS

FOUNDING YEAR:

2015

LOCATION:

United States

Views:

54 VISITORS | 78 VIEWS
LATEST FUNDING ROUND

$300 K

TOTAL EMPLOYEES
1-10

About

WealthArc’s vision is to become a global SaaS platform with solutions for institutional investors. It empowers data analytics and AI support systems to empower independent wealth managers to work efficiently.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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