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Solutions

Global financial data infrastructure built for your business.

Turn global financial data complexity into the foundation for breakthrough products, intelligent systems, efficient operations, better investment decisions, and entirely new experiences.

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Data Feeds

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

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Data Intelligence

Turn statements into structured data, including the custodians that publish no feed.

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Portfolio Management System

One system for portfolios, orders, clients, compliance, and fees, on data that is already reconciled.

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Portfolio Viewer

One reconciled view of everything, across custodians, entities, and currencies.

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How the platform works →

One global data foundation.
Built for the entire financial ecosystem.

See how technology companies, financial institutions, and transformation partners use the same foundation to turn global data complexity into trusted, standardized financial data.

AI CompaniesGive models and agents the trusted, normalized financial context they need to understand and act.Learn more →WealthTech & FinTechBuild and scale financial products on global connectivity and standardized data, without building the infrastructure underneath.Learn more →Wealth ManagersUnify multi-custodian data, streamline operations, and run portfolio management and compliance on one source.Learn more →Family Offices & UHNWISee the complete picture across custodians, entities, jurisdictions, and asset classes.Learn more →
Private BanksModernize legacy data infrastructure and deliver a consistent client experience in every market.Learn more →Asset ServicersTurn custody and servicing data into modern, API-first infrastructure your clients can build on.Learn more →System IntegratorsStart every client engagement with connectivity, cleaning, and governance already solved.Learn more →

Outcomes we help you achieve

Connect global
financial data
Create a trusted
data foundation
Feed your own
data stack
Power AI
and agents
Monitor your data
infrastructure
Unlock financial
intelligence
Build new financial
products faster

The WealthArc difference

  • Global by designCoverage across markets, institutions, currencies, and asset classes.
  • Trusted, not just aggregatedNormalized, reconciled, validated, and enriched before it reaches you.
  • AI-ready infrastructureStructured, context-rich data for models, agents, and applications.
  • Infrastructure independenceEliminate the constraints of vendor lock-in.
  • Open and flexibleDelivered the way you work, over APIs, feeds, files, and MCP.
  • Built for enterprise scaleSecure, governed infrastructure for complex global environments.

Proven. Trusted. Global.

Financial institutions and technology companies around the world rely on WealthArc to power their most important data initiatives.

170+Financial institutionsConnected across the custodian network
24+Countries and jurisdictionsCoverage that follows your clients
Multi-asset,
multi-currencyComprehensive coverageAcross asset classes, currencies, and formats
Explore Connectivity →
DevelopersBuild on our REST API, with the reference published in full.Visit the developer hub →Data sandboxValidate your use case against real, structured data before you commit.Access the sandbox →ResourcesGuides, reports, and insights to help you get started.View resources →

Not seeing your use case?

WealthArc is designed to power any financial data workflow. Talk to us about your specific requirements.

Talk to an expert →See how it works →