About WealthArc
WealthArc is a company based in Warsaw (Poland) founded in 2014.. WealthArc has raised $4 million across 1 funding round from investors including RJ Management. WealthArc offers products and services including Wealth Management Platform, PMS, and Data and Reporting Tools. WealthArc operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
- Headquarter Warsaw, Poland
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Sectors
Technology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Wealtharc Ag
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$4 M (USD)
in 1 rounds
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Latest Funding Round
$4 M (USD), Seed
Feb 04, 2021
- Investors
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Employee Count
Employee Count
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Products & Services of WealthArc
WealthArc offers a comprehensive portfolio of products and services, including Wealth Management Platform, PMS, and Data and Reporting Tools. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for consolidating wealth data and automating workflows
System for managing investment portfolios and reporting
Tools for generating insights from financial data
Funding Insights of WealthArc
WealthArc has successfully raised a total of $4M through 1 strategic funding round. The most recent funding activity was a Seed round of $4 million completed in February 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $4.0M
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First Round
First Round
(04 Feb 2021)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Feb, 2021 | Amount | Seed - WealthArc | Valuation | RJ Management |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in WealthArc
WealthArc has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include RJ Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Offers wealth management, investment strategies, and market insights for clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by WealthArc
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - WealthArc
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealtharc Comparisons
Competitors of WealthArc
WealthArc operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management software
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealtharc
Frequently Asked Questions about WealthArc
When was WealthArc founded?
WealthArc was founded in 2014 and raised its 1st funding round 7 years after it was founded.
Where is WealthArc located?
WealthArc is headquartered in Warsaw, Poland.
Is WealthArc a funded company?
WealthArc is a funded company, having raised a total of $4M across 1 funding round to date. The company's 1st funding round was a Seed of $4M, raised on Feb 04, 2021.
What does WealthArc do?
WealthArc was founded in 2014 in Warsaw, Poland, as a SaaS platform in the wealth management sector. Financial data analysis, self-service reporting, AI-driven portfolio management, and cyber-security features are offered through its cloud infrastructure. The platform supports the full investment process, spanning idea generation to client and regulatory reporting, for wealth managers.
Who are the top competitors of WealthArc?
WealthArc's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does WealthArc offer?
WealthArc offers Wealth Management Platform, PMS, and Data and Reporting Tools.
Who are WealthArc's investors?
WealthArc has 1 investor. Key investors include RJ Management.