WealthArc Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Private

  • Employees
  • 40

Employees

  • Latest Deal Type
  • Accelerator/​Inc

  • Investors
  • 5

WealthArc General Information

Description

Developer of a wealth 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, and risk management guidelines, enabling companies to focus on the areas that are important for clients and thereby offering an improved client experience.

Contact Information

Formerly Known As
Datanext
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • Dufourstrasse 49
  • 8008 Zurich
  • Switzerland
+41 079 000 00 00

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

WealthArc Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Accelerator/Incubator 00.00 Completed Generating Revenue
4. Seed Round 01-Feb-2021 000 00.00 0000 Completed Generating Revenue
3. Seed Round 05-Dec-2019 00.00 00.00 000.00 Completed Generating Revenue
2. Seed Round 10-Aug-2017 $1.7M $1.7M 00.00 Completed Startup
1. Grant 04-Mar-2015 $319K Completed Startup
To view WealthArc’s complete valuation and funding history, request access »

WealthArc Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed-6 00,000 00.000000 0000.00 0000.00 00 0000.00 00.000
Seed-5 00,000 00.000000 000.0 000.0 00 000.0 00.000
Seed-4 00,000 00.000000 000.00 000.00 00 000.00 00.000
Seed-3 0,000 00.000000 000.0 000.0 00 000.0 0.000
Seed-2 20,000 $0.001000 $9 $9 1x $9 9.56%
Seed-1 10,000 $0.001000 $12 $12 1x $12 4.78%
To view WealthArc’s complete cap table history, request access »

WealthArc Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a wealth management platform designed to manage financial data analysis and client interaction for private
Financial Software
Zurich, Switzerland
40 As of 2023
00.00
000000000000 00.00

0000 0

ris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehende
000000000 00000000
Toronto, Canada
00 As of 0000
00.000
000000&0 00.000

000000

nim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip e
000000000 00000000
Mountain View, CA
000 As of 0000
00000
00000000000 00000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

WealthArc Competitors (57)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Nest Wealth Formerly VC-backed Toronto, Canada 00 00.000 000000&0 00.000
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
AdvisorEngine Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
InvestCloud Private Equity-Backed West Hollywood, CA 0000 00000 000000000000 00000
Sarwa Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 000000000000 000.00
You’re viewing 5 of 57 competitors. Get the full list »

WealthArc Executive Team (11)

Name Title Board Seat
Radomir Mastalerz Chief Executive Officer
Federico Scattini Chief Marketing Officer
Joanna Pluta Product Manager
You’re viewing 3 of 11 executive team members. Get the full list »

WealthArc Board Members (2)

Name Representing Role Since
Eric Roditi RJ Management Board Member 000 0000
Simon Minder WealthArc Board Member 000 0000
To view WealthArc’s complete board members history, request access »

WealthArc Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

WealthArc Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds
RJ Management Venture Capital Minority 000 0000 000000 0
SICTIC Angel Group Minority 000 0000 000000 0
The Next Branch Impact Ventures Impact Investing Minority 000 0000 000000 0
Venture Kick Accelerator/Incubator Minority 000 0000 000000 0
Google for Startups Accelerator/Incubator 000 0000 000000 0
To view WealthArc’s complete investors history, request access »

WealthArc FAQs

  • When was WealthArc founded?

    WealthArc was founded in 2015.

  • Who is the founder of WealthArc?

    Krzysztof Gogol Ph.D and Sebastian Manthei are the founders of WealthArc.

  • Who is the CEO of WealthArc?

    Radomir Mastalerz is the CEO of WealthArc.

  • Where is WealthArc headquartered?

    WealthArc is headquartered in Zurich, Switzerland.

  • What is the size of WealthArc?

    WealthArc has 40 total employees.

  • What industry is WealthArc in?

    WealthArc’s primary industry is Financial Software.

  • Is WealthArc a private or public company?

    WealthArc is a Private company.

  • What is WealthArc’s current revenue?

    The current revenue for WealthArc is 00000.

  • How much funding has WealthArc raised over time?

    WealthArc has raised $8.5M.

  • Who are WealthArc’s investors?

    RJ Management, SICTIC, The Next Branch Impact Ventures, Venture Kick, and Google for Startups have invested in WealthArc.

  • Who are WealthArc’s competitors?

    Nest Wealth, Addepar, AdvisorEngine, InvestCloud, and Sarwa are some of the 57 competitors of WealthArc.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »