A team of dedicated innovators, serving wealth managers since 2015.
Meet our Executive Team
One team, one community.
Our team is growing
We’re looking for ambitious talent to join us as we empower wealth managers through intelligent product development.
We act with honesty and adhere to the highest moral and ethical standards. Our actions always reflect our words, and vice-versa. We always do the right thing and trust one another.
We are transparent internally among our employees, and externally with our customers and partners. We communicate openly about our successes and failures.
We honor commitments to our customers and to one another. We take ownership and responsibility to accomplish our work, on-time, with the highest quality.
We work together as a company towards the same goals.
We are determined to learn every day to become better as individuals and to grow as a company.
We respect each individual and provide an inclusive environment where we not only accept diversity — we celebrate it and we support it.
Meet WealthArc - the asset management software that automates, consolidates data for you and saves you precious time! Our cloud-based asset management software is designed for wealth managers, external asset managers and family offices, to operate more efficiently and effectively.The WealthArc platform, innovative digital portfolio management system, consolidates and manages all your assets. Using WealthArc means that you can see all the assets, flows, strategies and more in one place. It also means you can easily analyse your data instead of searching for them.
We’re building a wealth management world that meets the needs of our clients.
Join us in the journey.