provides software for wealth managers to analyze and consolidate all portfolio and client data in one place. Our product is dedicated to wealth management firms such as external asset managers (EAMs), independent financial advisors (IFAs), private banks and their wealthy clients: High-Net Worth Individuals (HNWIs). We are a B2B FinTech company offering its product in a SaaS (“Software-as-a-Service”) model.
was introduced to the market in 2015 and it already covers a broad scope of mission-critical services for our clients, such as portfolio management, automation of client invoicing, risk profiles monitoring, compliance checks, consolidation of assets from various custodian banks, etc. At its core, WealthArc uses innovative API technology to provide seamless, real-time integration with custodian banks. Since its founding, WealthArc has perfected this technology and as a result now has robust & battle-tested APIs covering large portion of the custodian market globally.