WealthArc
PrivateLast Round
Seed
Feb 1, 2021
Total Funding Raised
$4.33M
Company Overview
WealthArc is a fintech company that provides a cloud-native SaaS platform for wealth managers, automating data aggregation, portfolio analysis, and client reporting.
Sector
AI, Data & Cloud Infrastructure
Verticals
Wealth Management, Financial Data, Data Integration, Vertical SaaS, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Data as a Service, Services & Consulting
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthArc Comparables
Compare WealthArc with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Flanks | 84% | |
| Performativ | 84% | |
| Swimbird | 84% |
WealthArc Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 1, 2021 | ||||
| Seed | Jun 1, 2015 |
Key People
Founding team and executive leadership
WealthArc Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Swiss ICT Investor Club | Seed |
| Venture Kick | Grant |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 14, 2025
Monthly visitors grew 69% MoM, reaching 7.1K.
WealthArc Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request access