Wealtharc
Founded 2015 · 36 employees on LinkedIn · 2 known investors
WealthArc offers a SaaS wealth data management platform that consolidates client and portfolio data and automates workflows such as portfolio management, KYC, CRM, and reporting. It serves external asset managers, family offices, banks, and investor services in the wealth management industry.
Investors · 2
Frequently asked questions
- What does Wealtharc do?
- WealthArc offers a SaaS wealth data management platform that consolidates client and portfolio data and automates workflows such as portfolio management, KYC, CRM, and reporting. It serves external asset managers, family offices, banks, and investor services in the wealth management industry.
- Who are Wealtharc's investors?
- Wealtharc's investors include Kluz Ventures, SICTIC.