Solutions / AI Companies

Give AI systems the global financial data foundation they can build on.

Connect models, agents, and intelligent applications to trusted, standardized global financial data - without building the financial infrastructure underneath it.

Explore Connectivity →Test the Data Sandbox →

The challenge

The AI and financial data challenge.

AI models are becoming dramatically more capable. The financial data underneath them has not. Raw financial data stays fragmented, inconsistent, and difficult for an AI system to interpret reliably.

No universal languageBanks, custodians, and global providers expose different schemas, identifiers, and reporting structures.
Context is missingRaw feeds often lack the structure, relationships, and meaning AI systems need.
Global complexityMarkets, currencies, asset classes, and jurisdictions multiply interpretation challenges.
Architectures keep changingAI companies need a data layer that works across models, agents, and orchestration frameworks.

What you get

The financial data layer for AI.

WealthArc connects to fragmented global financial sources and transforms them into trusted, standardized infrastructure for AI applications.

Global connectivity

Access financial institutions across markets without building every connection yourself.

Standardized data

Transform non-standard source formats into a consistent global financial data model.

WISDOM financial objects

Convert fragmented records into normalized, context-rich financial objects for software and AI.

Trust and reconciliation

Validate, reconcile, and monitor the data before it reaches downstream AI systems.

AI-native distribution

Deliver trusted data through APIs, files, cloud environments, and MCP connections.

Independent infrastructure

Preserve model and agent flexibility with a neutral financial data layer.

The pipeline

From raw financial data to AI-ready financial objects.

Financial data shouldn't just be accessible. It should be understandable.

Source data

Custodians, banks, administrators, and market data providers, each in its own format.

WealthArc standardization and WISDOM

Standardize inconsistent source formats and enrich them with normalized financial context.

Financial objects

One model, addressable by software rather than parsed per source.

Accounts · Holdings · Securities · Transactions · Cash · Valuations · Entities · Relationships

AI applications

Whatever your team builds on top of it.

Models · Agents · Copilots · Automation · Workflows

Delivery

Built for the agentic financial ecosystem.

Make trusted financial data available wherever AI works. WealthArc exposes standardized financial objects through modern delivery mechanisms - including MCP - so agents can interact with financial information without every AI company solving the underlying connectivity and normalization problem from scratch.

WealthArc data layerMCP connectionsApplications and agents

Connect agents to standardized financial context.
Reduce custom integrations between AI applications and financial systems.
Build once against WealthArc rather than against every financial source.
Support increasingly autonomous workflows while preserving an independently governed data layer.

Model independence

Model independence by design.

One trusted financial data layer. Any model. Any agent. Any experience.

Models will change. Agents will change. Orchestration layers will change. Your financial data foundation shouldn't have to. WealthArc separates financial connectivity, normalization, reconciliation, and context from the AI architecture above it.

Foundation modelsEnterprise AI platformsAgentsCopilotsProprietary systems

WealthArc global financial data infrastructure

Who it is for

Built for different AI business models.

Relevant to AI companies from large platform providers to emerging specialists.

Foundation model and AI platform companies

Extend into high-value financial use cases.
Give agents access to standardized financial context.
Reduce dependence on bespoke institution integrations.

Enterprise AI and agent platforms

Add financial intelligence to copilots and agents.
Standardize the financial layer across customers.
Enable repeatable financial capabilities across applications.

AI-native financial applications and services

Build financial AI products without first building financial data infrastructure.
Launch on enterprise-grade global connectivity.
Keep engineering focused on differentiated AI experiences.

The outcome

Build intelligence. Not financial data plumbing.

Accelerate financial AI development

Give models richer financial context

Reduce hallucinations caused by inconsistent data

Connect agents to global financial systems

Stay independent across models and architectures

Solutions

The parts of the platform behind them.

Data Feeds

Connect every custodian, bank, and exchange, and get one clean feed out.

Open →

See what your AI can build on.

Explore the global financial data coverage, inspect the standardized financial objects, and test how trusted financial context integrates with your models, agents, or applications.

Explore Connectivity →Test the Data Sandbox →