WealthArc
PrivateLast Round
Seed
Feb 1, 2021
Total Funding Raised
$4.33M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
WealthArc operates in FinTech and is based in Zurich. Its latest recorded funding round was a Seed round in February 2021.
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
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% |
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WealthArc Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 1, 2021 | ||||
| Seed | Jun 1, 2015 |
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Key People
Founding team and executive leadership
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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.
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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.
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Frequently Asked Questions
Common questions about WealthArc's valuation, stock price, and market status.
Is WealthArc a public or private company?
WealthArc is a private company.
What is the current stock price of WealthArc?
WealthArc is a private company, so its shares have no public market price. Caplight tracks WealthArc's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is WealthArc worth (valuation)?
Valuation information for WealthArc is not publicly available.
Can I buy WealthArc stock?
WealthArc shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was WealthArc's last funding round?
WealthArc's most recent funding round was Seed on February 1, 2021.
Who are the main investors in WealthArc?
Key investors in WealthArc include Swiss ICT Investor Club, Venture Kick.
Will WealthArc IPO soon?
No public IPO plans have been announced for WealthArc.
How can I track WealthArc secondary market activity?
Caplight tracks bids, offers, and trades in WealthArc's shares on secondary markets.