WealthArc
Latest round
- Seed
Last raised
- Dec 2020
Total raised
- $8.5M
Investors
- 2
About WealthArc
Based in Switzerland, WealthArc Inc.WealthArc Inc. is a wealth management company founded in 2015 and headquartered in Zurich, Switzerland. The company specializes in providing a comprehensive wealth management platform. The CEO, Radomir Mastalerz, has a background in financial technology.00 mn.WealthArc provides a comprehensive wealth management platform designed specifically for asset managers, family offices, and banks. Its core offerings include portfolio management, governance, KYC (Know Your Customer), CRM (Customer Relationship Management), and reporting modules, all integrated into a single, user-friendly interface. The platform enables users to consolidate and manage all their wealth data, assets, and portfolios efficiently.WealthArc's revenue structure is based on a subscription model, where clients pay a base fee along with additional charges for extra portfolios managed through the platform. This fee structure provides clarity on costs based on the number of portfolios utilized. WealthArc's flagship services focus on wealth data management, offering daily automatic data consolidation and robust portfolio analytics. Revenue is generated through partnerships and direct subscriptions primarily in the B2B sector, focusing on institutional clients such as banks, family offices, and independent wealth managers. The company is focused on launching new products within the next year to enhance its platform offerings and cater to a broader client base. WealthArc aims to enter new markets in Europe and beyond, capitalizing on emerging opportunities in wealth management.
Who invested in WealthArc
2 investors across 5 rounds
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Questions about WealthArc
Who invested in WealthArc?
WealthArc has 2 investors on record across 5 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has WealthArc raised?
WealthArc has raised 5 venture rounds. Sign up free to see how much each round raised and the total.
When did WealthArc last raise money?
WealthArc's most recent round on record is a Seed, in Dec 2020.
What does WealthArc do?
Based in Switzerland, WealthArc Inc.
Where is WealthArc headquartered?
WealthArc is headquartered in Zurich, Switzerland.
Which VCs invest in companies like WealthArc?
Among active investors with capital left to deploy, Mundi Ventures, Apis Partners, 7RIDGE and Mouro Capital back financial services companies at WealthArc's stage. Their profiles are linked below.
VCs backing financial services startups at Seed
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