WealthArc

WealthArc offers an innovative wealth management solution for firms of any size. The platform is easy-to-use and doesn't require any long installation or set-up process. The software uses a robust API engine, which can automatically consolidate data from different custodian banks. This makes it easier to access portfolio and client information from anywhere, anytime and from almost any device that's connected to the Internet. Wealtharc's smart solution for digital transformation allows wealth managers to focus on growing their business operations and remaining competitive in a rapidly evolving industry. WealthArc was founded on "the belief" that Wealth Management and Private Banking can and "should benefit from the latest technologies and digital innovations, in line with other industries, to accelerate growth and attract new generations of clients." WealthArc reportedly works closely with Microsoft, Swisscom, Refinitiv and has been recognized in many accelerator programs, including F10 Incubator, Fidelity Investments Accelerator and the Google for Startups Residency Program. The WealthArc team confirmed that they've also held a title on the winning list of WealthBriefing European Awards 2017 - in two separate categories. Since acquiring funding in 2015, the Fintech firm has "developed a unique portfolio management platform that works with 35+ custodian banks and third-party data providers like Refinitiv and Investment Navigator. The company's easy-to-use software takes just 48 hours or 2 business days to set up. The wealth management sector is one of the fastest growing Fintech segments across the globe. Los Angeles-based Fintech InvestCloud recently completed its recapitalization, with its wealth platform now valued at $1 billion.