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WealthArc

WealthArc
2014 FOUNDED
PRIVATE STATUS
21-30 EMPLOYEES
Seed LATEST DEAL TYPE
$980K LATEST DEAL AMOUNT
5 INVESTORS
Description

Developer of a cloud -based software-as-a-service (SaaS) asset management platform designed to manage financial data analysis and client interaction for private banks and wealth managers. The company's platform offers insights, investment guidelines, trading strategies, portfolio statistics, reporting and compliance strategies, as well as risk management guidelines, enabling asset management companies to focus on the areas which are important for clients and thereby offering an improved client experience.

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • Nüschelerstrasse 31
  • 8001 Zürich
  • Switzerland
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WealthArc Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Seed Round 31-Dec-2018 $980K 000 Completed Generating Revenue
4. Accelerator/Incubator 01-Jan-2017 00.000 Completed Generating Revenue
3. Seed Round 15-Sep-2016 00.00 00.000 Completed Startup
2. Seed Round 01-Jun-2015 $300K $420K Completed Startup
1. Seed Round 01-Apr-2015 $120K $120K Completed Startup
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WealthArc Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
eFront (France) Private Equity-Backed Paris, France 000 00.000 000000000000
000000 Private Equity-Backed Zürich, Switzerland 0000 00000 00 000000 00000
00000000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
0000000 0000000000 Private Equity-Backed San Francisco, CA 000 000000000000
00000 00000000 000 Private Equity-Backed San Diego, CA 00 000.00 000000000000 000.00
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WealthArc Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Thomson Reuters Labs Accelerator/Incubator 000 0000 000000 0
Swiss Finance Startups Accelerator/Incubator Minority 000 0000 000000 0
Kluz Ventures Venture Capital Minority 000 0000 000000 0
NOVIT Ventures Corporate Venture Capital Minority 000 0000 000000 0
Venture Kick Accelerator/Incubator Minority 000 0000 000000 0

WealthArc Executive Team (9)

Name Title Board
Seat
Contact
Info
Krzysztof Gogol Ph.D Co-Founder & Chief Executive Officer
Magdalena Tarasinska Chief Financial Officer
Radomir Mastalerz Co-Founder & Chief Technology Officer
Silvan Fornaro Head of Sales

5 Former Executives

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