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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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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.
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.
Investors in WealthArc
WealthArc has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include RJ Management.
| Investor | Description | Founded Year | Domain | Location |
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Offers wealth management, investment strategies, and market insights for clients.
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Investor details for WealthArc
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by WealthArc
Investment portfolio details for WealthArc
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Financial Statements - WealthArc
Detailed financials for WealthArc
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Wealtharc Comparisons
Peer comparison for WealthArc
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Portfolio management solutions are offered to financial advisors.
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Financial planning and advisory solutions are offered to wealth managers.
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Digital wealth tools are provided to empower financial advisors.
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Integrated wealth management solutions are offered for advisors and institutions.
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Portfolio management software
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Detailed competitors of WealthArc
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Latest news on Wealtharc
Complete news archive for WealthArc
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Frequently Asked Questions about WealthArc
WealthArc was founded in 2014 and raised its 1st funding round 7 years after it was founded.
WealthArc is headquartered in Warsaw, Poland.
WealthArc is a funded company, having raised a total of $4M across 1 funding round to date.
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.
WealthArc's top competitors include Altruist, Nucleus Financial and QPLIX.
WealthArc offers Wealth Management Platform, PMS, and Data and Reporting Tools.
WealthArc has 1 investor. Key investors include RJ Management.