Winner · 2026
Our Partners
Strengthened by the industry's best.
WealthArc partners with leading financial institutions, technology providers, and AI companies to deliver comprehensive global financial data infrastructure.
Global financial data infrastructure.For humans, AI, and autonomous systems.
WealthArc enables you to access, clean, standardize, enrich, and activate financial data at scale.
Transform fragmented data into standardized AI usable investment objects.
WealthArc partners with leading financial institutions, technology providers, and AI companies to deliver comprehensive global financial data infrastructure.
You bring the use case. We bring the infrastructure.
Explore use cases →From AI companies through WealthTech and FinTech to wealth managers and family offices.
“Very few solutions in the market genuinely connect to US and global custodians at the scale we need. WealthArc's breadth of custodian coverage lets us consolidate clients across entities and serve them seamlessly worldwide.”
“WealthArc has proven to be an exceptional partner for Abacus. Their team combines deep expertise with a genuine commitment to our success, while their global financial data infrastructure transforms fragmented financial data across multiple custodians, jurisdictions, asset classes, and proprietary formats into trusted, standardized, and AI-ready financial objects. Its global connectivity, data quality, relentless pace of innovation, and commitment to client success make WealthArc the benchmark for modern financial data infrastructure.”
“WealthArc provides the highest data quality and is very user-friendly. Thanks to that I no longer waste 30 minutes every day making sure that the clients' data I have is correct.”
“WealthArc gives us the confidence that our data is reliable, our workflows are efficient, and our compliance is rock solid.”
“A consolidated view across custodians gives us much better oversight for reporting and day-to-day decisions.”
“With WealthArc, we have very few reconciliation issues, which makes a real difference in daily operations.”
“Across all functions, WealthArc saves us around 140,000 CHF a year. Before, the invoicing and reporting had been outsourced and took a full three weeks to complete. Now, with WealthArc we do it in-house in only four days.”
“WealthArc helps us being faster and more efficient. I have easy access to overall AuM, portfolios performance and all other metrics I need to analyze daily. I really like that the reporting is very useful and easy, especially generating customizable, one-page reports for all our clients. The Customer Success team is very customer oriented and acts quickly when I need some guidance.”
“Our aim was to find a Portfolio Management System provider that will allow us to smoothly automate everyday processes, add value to our clients and guarantee the highest data quality. I'm glad to say that we've found all of these qualities in WealthArc.”
“WealthArc is taking advantage of Azure Platform as a Service (PaaS), allowing much faster on-boarding of new customers due to automated & efficient infrastructure management.”
Independent recognition for what we build, how consistently we deliver, and the team behind it.
Search Chain Partners
WealthArc combines client data isolation, encryption, and controlled access for users, applications, and AI.
A dedicated database per client, hosted on Microsoft Azure.
Secure transport, multi-factor authentication, and restricted production access.
Only approved models can access the permitted data scope.
Connect your data with our infrastructure, deploy with confidence, and unlock AI-ready financial intelligence for your applications.