Family Offices & UHNWI

Complex global family wealth

Built to manage the complexity of modern wealth.

Today's family offices oversee far more than traditional portfolios. Wealth increasingly spans global banks and custodians, public and private investments, real estate, operating businesses, trusts, foundations, multiple currencies, and complex ownership structures.

As that financial world expands, so does the challenge of keeping information complete, current, and consistent across teams and systems.

Global wealth complexityAssets, institutions, currencies, entities, and jurisdictions make consolidation increasingly difficult.
Alternative and private investmentsPrivate equity, private credit, real estate, direct investments, and other non-bankable assets often arrive through statements, documents, portals, and disconnected workflows rather than standardized feeds.
Generational wealth transitionOwnership, tax, estate planning, and investment structures often span jurisdictions, raising the importance of accurate, accessible financial information.
Fragmented technology and dataCustodian portals, spreadsheets, accounting systems, CRMs, and reporting tools create duplicate work, inconsistent records, and competing views of the same wealth.

One picture

Bring the entire financial picture together.

Managing complex wealth should not require teams to continuously piece together information from dozens of institutions, documents, and systems. WealthArc connects financial information across the family's ecosystem, standardizes it into a consistent structure, and makes it usable across investment, operations, reporting, and technology workflows.

Sources

Banks & custodiansPrivate assetsDocumentsInternal systems

WealthArcConnect · Normalize · Reconcile · Enrich
WISDOM objects

Where it lands

Portfolio managementReporting & accountingAnalyticsApplications

Global connectivity

Global connectivity without the integration burden.

Connect to a growing network of 170+ financial institutions worldwide and turn fragmented data into trusted, standardized financial data, without the time, cost, and complexity of building and maintaining every integration yourself.

Multi-source connectivity

Direct API connections, secure data feeds, and document ingestion (PDF, CSV) to cover all asset types, including alternatives.

Standardized financial data

Normalize, reconcile, and enrich data into consistent, usable WISDOM financial objects.

Global coverage

170+ financial institutions across 24+ countries and jurisdictions, supporting multiple asset classes and currencies.

Flexible distribution

Deliver trusted data through APIs, files, cloud environments, and MCP-enabled interfaces.

Solutions in focus

One foundation. Multiple ways to put it to work.

Power your family office with market-leading solutions built on WealthArc's global financial data infrastructure.

Global Data Feeds

The data layer behind your family office.

Connect financial institutions globally and deliver normalized, reconciled, and enriched financial data into your existing systems, warehouse, applications, or workflows.

Explore Global Data Feeds →

Global connectivity
Multi-asset and multi-currency
Normalized and reconciled data
Flexible delivery

Connected feedsToday

Institution	Status	Received
UBS	Reconciled	06:14
Julius Baer	Reconciled	06:12
Pictet	Reconciled	06:09
J.P. Morgan	Reconciled	06:02
Northern Trust	Reconciled	05:58

Illustration, not a live product. Figures and times are sample data.

Portfolio Viewer

A clearer view across complex wealth.

Bring portfolios, accounts, institutions, asset classes, and currencies into an intuitive experience powered by WealthArc data.

Explore Portfolio Viewer →

Consolidated visibility
Multi-asset view
Interactive analytics
Stakeholder-friendly dashboards

Global coverageRolling 6 months

Total assets

CHF 482,680,450+12.4%

JanFebMarAprMayJun

Illustration, not a live product. Figures are sample data.

Portfolio Management System

Run complex wealth from one platform.

Combine portfolio management, performance reporting, CRM, compliance, and wealth oversight with WealthArc's global data infrastructure underneath.

Explore the Portfolio Management System →

Portfolio management
Performance and reporting
Support for alternatives
Multi-entity and multi-currency

Consolidated portfolioAll custodians

Total value

CHF 124.8m

Daily change

+CHF 1.05m

Positions

248

Asset class	Value	Weight
Equities	CHF 61.2m	49.0%
Fixed income	CHF 34.2m	27.4%
Alternatives	CHF 21.9m	17.6%
Cash	CHF 7.5m	6.0%

Illustration, not a live product. Figures are sample data.

For UHNW individuals and families

Your entire financial world. Private, current, and connected.

WealthArc can also support ultra-high-net-worth individuals and families seeking a more complete view of wealth without adding unnecessary complexity to the experience.

Total view of wealth. See assets across financial institutions, entities, currencies, and investment types.
Secure and private. Protect highly sensitive financial information within an institutional-grade environment.
Timely information. Move beyond periodic manual consolidation with continuously refreshed financial data.
Built around your complexity. Support sophisticated ownership structures, private investments, and globally distributed wealth.

Client proof

“Without a PMS like WealthArc, it would be extremely difficult to work in this field with our structure and our clients. You would need many more people to achieve the same results. WealthArc simplifies daily work in so many ways.”

Andrea FavaHead of Business Support & Finance Controller, Eleutheria Wealth

Built for what comes next

The intelligence of AI starts with trusted financial data.

AI has the potential to transform how family offices understand wealth, surface insights, automate workflows, and make decisions. But that intelligence depends on the quality and context of the financial data underneath it.

WealthArc transforms fragmented financial information across institutions, asset classes, documents, currencies, and entities into trusted, standardized, AI-ready data objects. That gives family offices a foundation for more intelligent reporting, analysis, monitoring, automation, and emerging AI agents, without rebuilding the data infrastructure for every new use case.

One trusted data foundation for the people, applications, and intelligent systems managing complex wealth.

Complex wealth deserves a clearer view.

Built to manage the complexity of modern wealth.

Bring the entire financial picture together.

Global connectivity without the integration burden.

One foundation. Multiple ways to put it to work.

The data layer behind your family office.

A clearer view across complex wealth.

Run complex wealth from one platform.

Your entire financial world. Private, current, and connected.

The intelligence of AI starts with trusted financial data.

Complexity shouldn't stand between a family and understanding its wealth.