Company Information

Get to know WealthArc

WealthArc is a Swiss-based B2B SaaS (Software as a Service) company founded in 2015. It provides a comprehensive, cloud-based platform designed for External Asset Managers (EAMs), family offices, and private banks. The platform automates portfolio management by consolidating data from numerous custodian banks through a proprietary API engine. Its core features include portfolio monitoring, client reporting, compliance checks, and fee management, aiming to help wealth managers increase efficiency, scale their operations, and better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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WealthArc

Switzerland

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.