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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,962 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinTechZurichWealthArc AG
WealthArc AG Logo
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WealthArc AG

Summary

About the company

The core activity of WealthArc AG is to provide solutions for wealth management, particularly in the areas of asset management and investment services. The company offers platforms and tools that enable customers to manage, monitor and analyze their assets. In addition, WealthArc AG supports customers in complying with regulatory requirements, such as FinSA (FIDLEG/LSFin), and provides compliance solutions.

AI-generated
Offering

Products & services

Industry:FinTechSoftware Development
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Wealth Management Platform
Cloud-based wealth management platform for independent asset managers, private banks, family offices and investors; portfolio management, client relationship management, reporting, compliance and data consolidation.
Portfolio Management System (PMS)
Web-based PMS for consolidated portfolio data, performance calculation, benchmarking, risk management, trade proposals, rebalancing, FIX trading and pre-trade checks.
Reporting and Client Insights
Holistic, white-labelled reporting, 360° portfolio views, account statements, performance reports and client insights across custodian, fund and market data.
Client Relationship Management
Client lifecycle management with meeting, activity and trade records, notes, document storage, Outlook sync and secure access to client history.
Compliance Software
FinSA/FIDLEG/LSFin compliance software with client segmentation, suitability and appropriateness questionnaires, KYC workflows, AML checks, audit reports and pre-trade controls.
Data Consolidation and Integration
Automatic consolidation and normalization of custodian, fund, broker and market data into a single dashboard, with ETL-style extraction, transformation, checking and loading.
API integrations
REST API and in-house custodian connections to feed consolidated portfolio data into external systems and applications.
Family Office Solutions
Holistic wealth management for family offices, including consolidation of liquid and illiquid assets, complex legal structures, private markets and customised reports.
Private Banking Solutions
White-label platform for private banks with 360-degree asset overview, multi-custody investor portal, wealth reporting, trade execution and document exchange.
Investor Services
Multi-custody investor reporting with aggregated custodian, fund and private-market data, client onboarding and secure document management.

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Location

Hier entsteht die Karte
Seefeldstrasse 35
8008 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-392.560.165
Founded
2015 · 11 years
Last commercial register change
December 22, 2025
Employees
11 to 20

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