WealthArc

capital market tech

FOUNDING YEAR: 2014
LOCATION: Switzerland
Last Update: 19/01/2021

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About

Our intuitive technology gives you a competitive edge on data consolidation, customer satisfaction, regulatory compliance and cost reduction.

MEDICI Analysis

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

COMPANY TYPE:

For Profit

company provided insights
Web Traffic

Web Traffic

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