WealthArc
PrivateLast Round
Seed
Feb 1, 2021
Total Funding Raised
$4.33M
Momentum
Top 25%
of companies Caplight tracks
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
FinTech
Verticals
Wealth Management, Financial Data, Data Integration, Vertical SaaS
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.
- Jul 4, 2026
Added Liberty Pension Ltd. as a customer.
- 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 |
|---|
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