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WealthArc platform grows connectivity with custodian banks

Global data feeds incorporate key financial jurisdictions for wealth management

by Jonathan Boyd
21 July 2025
Gresham launches cloud upgrade for investment managers
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WealthArc, the Zurich headquartered platform targeting services at smaller sized wealth managers, has announced it is now connected to over 140 custodian banks globally, including data feeds encompassing the Bahamas, Monaco, Switzerland, UK and US.

The connectivity has been achieved through the WealthArc Data Box – the service that aggregates data from multiple sources for use in wealthtech and fintech applications used by wealth and asset managers.

Having pursued integration with banks over the past 18 months, WealthArc states that it is continuing to build global coverage through its data infrastructure. Examples of companies with which it has recently created data integration include:

  • Credit Agricole CH (Switzerland)
  • Safra NY (United States)
  • Société Générale (United Kingdom)
  • Kleinwort Hambros (United Kingdom)
  • CMB Monaco (Monaco)
  • Credinvest (Switzerland)
  • Britannia Bank (Bahamas)
  • Aargauische Kantonalbank (Switzerland)

Artur Kluz, CEO of WealthArc, commented: “With each new generation data feed, we’re not just expanding our global network; we’re reinforcing the quality and reliability of WealthArc Data Box as the standard data infrastructure layer for modern AI-driven wealth and asset management platforms. WealthArc Data Box is solving the most challenging data problems facing the wealth and asset management industry today.”

The company sees continued AI, automation and tighter compliance demands placed on the wealth and asset management sectors.

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