Solutions / System Integrators

Financial data infrastructure built for transformation at scale.

Help clients move faster on data, AI, and enterprise transformation with trusted global financial connectivity, standardized data, and AI-ready financial objects, without building and maintaining the underlying integration infrastructure.

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The challenge

Transformation is harder, and success is often blocked at the data layer.

Transformation programs span AI, cloud, CRM, data platforms, and digital experiences. Fragmented financial data slows delivery, increases complexity, and creates risk across all of them.

Fragmented global data sourcesGlobal providers, formats, and access models create integration complexity.
Not built for AI or automationRaw feeds require heavy normalization and mapping before they are useful.
Infrastructure lock-in riskProprietary formats and pipelines limit flexibility and portability.
AI and analytics demand contextModels and agents need clean, consistent, and trusted financial data.

What you get

WealthArc turns complex, global financial data into a transformation advantage.

WealthArc gives systems integrators and consultancies the global financial data infrastructure to accelerate delivery, reduce integration complexity, and build more scalable solutions for their clients.

Expand access

Connect globally

Access data across institutions, markets, currencies, and asset classes.

Create trust

Create a trusted foundation

Normalize and reconcile fragmented data into consistent financial objects.

Enable innovation

Build differentiated solutions

Power applications, analytics, AI agents, and workflows with trusted data.

Accelerate delivery

Deliver faster at scale

Reduce custom integration work and accelerate time-to-value.

Where it lands

Our infrastructure fuels the most complex transformation initiatives.

Data and analytics strategy

Lay the foundation for modern data platforms and governance frameworks.

Enterprise data initiatives

Power CDPs, ESG, performance reporting, and client 360 implementations.

AI-driven use cases

Enable insights, copilots, and agents with normalized financial data.

WealthTech product platforms

Build scalable products on reliable, reusable financial data services.

Cloud and modernization

Migrate, refactor, and modernize data pipelines with confidence.

Migration and integration

Consolidate providers, and retire legacy feeds and custom integrations.

WISDOM

Give applications and AI financial data they can actually understand.

WISDOM is WealthArc's normalized financial data model. It turns fragmented inputs into consistent, structured objects, so analytics, models, and agents can deliver value faster.

Over 400+ financial object definitions.
Transparent mappings and provenance on every field.
Built for AI, analytics, and automation rather than adapted to them.
Continuously enriched, reconciled, and validated.

Explore the WISDOM model →

Global Data Sources

Custodians & BanksIssuers & Asset ManagersMarket Data ProvidersAlternative Data ProvidersFiles, APIs & Custom Feeds

WISDOMNormalized Financial Data Model

Applications & AI

Analytics & DashboardsAI/ML ModelsAgents & CopilotsClient 360 & CRMsReporting & RegulatoryCustom Applications

Connectivity & Access

APIsMCP ServersEvent StreamsFile & Batch

Your clients

The client types we can help you transform.

AI Companies→WealthTech Providers→Wealth Managers & Enterprise RIAs→Family Offices & UHNWI→Private Banks→Asset Servicers→

Architectures

Representative solution architectures.

Enterprise data foundation

Hydrate your client's data lake or warehouse with trusted, standardized financial data.

Global Wealth DataWealthArcEnterprise Data CloudData Operations & Dashboards

Application and product infrastructure

Power client-facing products and internal applications with one consistent financial data layer.

Global Wealth DataWealthArcAPIs & Data ServicesApplications & Client Experiences

AI agents and workflows

Fuel models, agents, and autonomous workflows with trusted, context-rich financial data.

Global Wealth DataWealthArcAI-Ready Financial ObjectsEnterprise LLM or AgentInsights, Decisions & Actions

Independence

Infrastructure independence keeps you in control.

Run your programs on the infrastructure you trust. WealthArc connects across environments and tools, so your client's data, and your own options, stay open.

Lake agnosticDeploy on any major data lake or sharing platform.

Model agnosticWorks with any LLM or AI framework.

Agent readyExpose data to agents over MCP and APIs.

Open and portableStandards-first for portability.

Why WealthArc

Why transformation partners choose WealthArc.

Global by design

Broad coverage across asset classes, regions, and providers.

Trusted, not just aggregated

Normalized, reconciled, and enriched, with transparency and provenance.

Reusable financial data model

WISDOM normalizes complexity so you can build once and reuse everywhere.

AI-ready and agent-ready

Structured, contextual data that powers models, copilots, and agents.

Infrastructure independent

Run anywhere. Connect everywhere. Stay in control.

Built for scale

Enterprise-grade reliability, performance, and governance.

Solutions

The parts of the platform behind them.

Data Feeds

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

Open →

Let's turn data into business impact, together.

Connect with our solutions team to explore use cases, architectures, and partnership opportunities.

Connect with our solutions team →