Data-driven Wealth Management Platform
More efficient, more reliable, more consolidated.

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Who is WealthArc for?
The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation.
Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more.
WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship.Our system allows to consolidate, manage all your wealth, assets and portfolio in one place.
Customers are increasingly selective of where they place their trust and energy. Transparent insights, first-class security, and digital access are what customers are looking for – and what WealthArc provides.
Report clients’ holistic wealth and achieved performance across all asset classes. WealthArc aggregates all your required data sources into one dashboard.
WealthArc
in clients’ eyes
You’re in good company
Reasons our
clients love us
Simple, transparent pricing
Highest data quality
Intuitive interface
Secure data storage
The WealthArc Ethos

“WealthArc was born out of a belief that wealth management can and should benefit from the latest technologies and digital innovations, to accelerate processes and increase client success.”
We’re built on relationships
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Experience WealthArc
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