# WealthArc

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/wealtharc

- Industry: Financial Services
- Headquarters: Zurich, Switzerland
- Website: www.wealtharc.com
- Total disclosed funding: $8.5M
- Latest round: Seed (Dec 22, 2020)
- Investors on record: 2

## About

Based in Switzerland, WealthArc Inc. operates as a wealth management platform that serves asset managers, family offices, and banks by providing integrated portfolio management and data governance solutions.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. In December 2020, WealthArc raised USD 4.00 mn in a Seed funding round from Kluz Ventures, bringing the total amount raised to USD 4.00 mn. The company has completed 5 deals, with its most recent deal occurring on December 22, 2020.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 proprietary APIs facilitate seamless data collection and integration, ensuring reliable and secure data management, serving clients across Switzerland, Europe, and beyond.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 emphasis on security and compliance contributes to its overall value proposition.Following its recent Seed funding round in December 2020, WealthArc Inc. plans to utilize the USD 4.00 mn raised to strengthen its presence in the domestic Swiss market and expand its overseas growth initiatives. 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.

## Funding rounds

- Seed, Dec 22, 2020, $4M — Kluz Ventures
- Seed, Dec 5, 2019, $2.8M — Kluz Ventures
- Seed, Aug 10, 2017, $0.2M — Kluz Ventures
- Seed, Jun 3, 2016, $1.2M — Kluz Ventures
- Seed, Jun 1, 2015, $0.3M — Kluz Ventures, NOVIT Ventures

## Investors

- Kluz Ventures (https://capitalatlas.ai/funds/kluz-ventures) — Seed
- NOVIT Ventures (https://capitalatlas.ai/funds/novit-ventures) — Seed