About WealthArc
WealthArc is a Technology company based in Warsaw (Poland) founded in 2014. It operates as a cloud based platform for financial data analysis and client interaction for wealth managers. WealthArc has raised $4 million across 1 funding round from investors including RJ Management. Its website wealtharc.com draws about 14 thousand monthly visits. WealthArc offers products and services including Wealth Management Platform, PMS, and Data and Reporting Tools. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its legal entity is WealthArc AG. Its competitors include Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth and 5 more; 9 of its 10 listed competitors have raised funding.
Company details
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.
- Headquarters Warsaw, Poland
- SectorsTechnology
- Email••••••••
- Website wealtharc.com
- Social LinkedIn X Facebook Instagram
- Legal Name Wealtharc Ag
- Total Equity Funding$4M (USD)
in 1 rounds
- Latest Funding Round$4M (USD), Seed
Feb 2021
- Investors
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.
- Total Funding $4M
- Total Rounds 1
- Last Round Seed — $4M
- First Round $4M
(Feb 2021)
- Investors Count 1
All 1 funding rounds of WealthArc with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2021 | $4M | Seed | – | RJ Management | – |
1 investors in total: 1 institutional.
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 |
|---|---|---|---|---|
Offers wealth management, investment strategies, and market insights for clients. | 1975 | rjmanagement.ch | Geneva, Switzerland |
Investor details for WealthArc
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of WealthArc
2 dated milestones of WealthArc across 7 years, from founding to its latest funding, stage changes and deals.
- Founded WealthArc is founded.
- Funding First funding round of $4.0M.
Competitors of WealthArc
WealthArc has 10 listed competitors in our database, 9 of them funded. They include Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. | |
| caisgroup.com | 2009 | New York, United States | $734M | – | Financial planning and advisory solutions are offered to wealth managers. | |
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| geowealth.com | 2010 | Chicago, United States | $75M | – | Integrated wealth management solutions are offered for advisors and institutions. | |
| getquin.com | 2020 | Berlin, Germany | $16.17M | – | Portfolio management software | |
| xalts.io | 2022 | Hong Kong, China | $6M | – | Wealth management solutions are delivered via an online platform. | |
| mprofit.in | 2007 | Mumbai, India | $2M | 68 | Multi-asset investment portfolios are tracked and consolidated by the platform. | |
| qplix.com | 2012 | Munich, Germany | $26.35M | 51 | Wealth management software for asset managers | |
| bunch.capital | 2021 | Berlin, Germany | $22.96M | 153 | bunch is recognized for providing digital solutions in private markets. |
Detailed competitors of WealthArc
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of WealthArc
The website of WealthArc (wealtharc.com) receives about 13.5K visits a month.
- Monthly visits13.5K
▲ 35.5% vs previous month
Websites whose visitors overlap most with WealthArc. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ftadviser.com | 100% | 171.1K | #326,928 | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as WealthArc (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Related news about 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. The company's 1st funding round was a Seed of $4M, raised on Feb 2021.
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.
WealthArc operates through Wealtharc Ag.