WEALTHARCH is a Swiss-based wealthtech founded in early 2015. WEALTHARCH can be considered as a SaaS, AioP service provider that allows wealth managers and financial advisors to cut routine manual paperwork.
The company wants to “become the worldwide SaaS platform with solutions for institutional investors”. The company has developed DATANEXT engine to empower wealth managers to generate a holistic view of client’s wealth position well as covering the whole E2E workflow and CRM.
In addition, WEALTHARCH’s solution provides data aggregation and consolidation as well as a new kind of white-labeled digital portals for end clients.