As the global wealth management industry races to adopt artificial intelligence, one foundational question keeps surfacing: can AI deliver meaningful results when the underlying data is unreliable? For Zürich-based WealthArc, the answer lies not in AI itself — but in the infrastructure that makes AI viable.
The company has spent the past several years building what it describes as a next-generation data infrastructure layer, and in 2025, that investment began to pay off in measurable terms.
Double-Digit Growth Driven by Cross-Border Demand
WealthArc recorded another year of double-digit growth in 2025, fuelled by rising demand from Swiss and international external asset managers, multi-family offices, and wealth-tech firms managing increasingly complex, cross-border portfolios.
The company’s flagship service, WealthArc Data Box, functions as a high-speed, intelligent data infrastructure layer — aggregating, reconciling and delivering clean, structured portfolio data across custodians, markets, and currencies. Operating behind the scenes, it powers portfolio management systems, AI applications, data analytics tools, and core banking platforms.
“Very few solutions in the market genuinely connect to U.S. and global custodians at the scale we need,” said Ivan Peruffo, CEO of Octogone, an international external asset manager operating across Europe, the Americas and the Middle East. “WealthArc’s breadth of custodian coverage allows us to consolidate clients across entities and serve them seamlessly worldwide.”
140+ Custodians, 27,000 Data Quality Issues Resolved
One of WealthArc’s defining technical achievements has been the scale and depth of its custodian connectivity. The platform now connects to over 140 custodian banks worldwide, a coverage milestone that addresses one of the most persistent structural barriers in AI-driven wealth management: fragmented, inconsistent source data.
In 2025 alone, WealthArc’s automated reconciliation engine handled nearly 27,000 data quality issues generated by inconsistent reporting from custodians and banks. The result was approximately 2,500 hours of time savings for clients — a figure that underscores the operational value of infrastructure precision at scale.
The Data Box runs multiple automated reconciliation cycles per day, delivering daily, structured data across positions, transactions, pricing, and performance metrics. Each custodian integration is built and continuously refined by in-house data engineers — a deliberate departure from the fragile, third-party feed models that have historically plagued the sector.
The AI Agent: Closing the Last Mile
Beyond custodian connectivity, WealthArc has moved deeper into the AI stack with the launch of its AI Agent, announced in April 2026. The agent is designed to automatically interpret unstructured financial documents — account statements, portfolio reports, private market investment documents — and convert them into structured, AI-ready investment data.
The launch addresses what the company identifies as the “last mile” problem in wealth management AI: even with strong custodian feeds, a significant portion of investment data still arrives in document form, resisting automation. WealthArc’s AI Agent bridges this gap, ensuring that the full universe of client holdings — including alternative assets and private market positions — can be ingested, structured, and made available within its global data infrastructure.
The initiative forms part of WealthArc’s broader strategy to build a 1,000+ connection global data feeds infrastructure, positioning it as the data backbone for the next generation of AI-powered wealth management platforms.
Powering the Wealth-Tech Ecosystem
WealthArc’s model is deliberately non-competitive with its clients. Rather than replacing portfolio management systems or core banking platforms, Data Box serves as the data foundation beneath them — a posture that has helped accelerate adoption among fintech providers and institutional platforms that might otherwise view a data infrastructure company as a rival.
The company is strongly focused on consolidating its position in the Swiss market — a proving ground for complex, multi-custodian structures — while simultaneously pursuing its ambition to become the first-choice global data-feeds provider for U.S.-based wealth managers and the broader wealth-tech ecosystem.
Building on its 2025 momentum, WealthArc enters 2026 focused on deepening technological competitiveness, expanding custodian coverage further, and continuing to deliver the high-quality, AI-ready data that wealth managers increasingly demand as a prerequisite — not a preference.
Why It Matters
The broader implication of WealthArc’s trajectory is significant. Across the industry, AI adoption in wealth management has often stalled not because AI tools are unavailable, but because the data feeding them is too fragmented, too inconsistent, or too slow to be actionable.
WealthArc’s approach — building the data factory first, then layering intelligence on top — reflects an understanding that AI in financial services is only as powerful as the infrastructure beneath it. In a sector where trust, accuracy, and speed are non-negotiable, that foundation may prove to be the most valuable asset of all.
WealthArc is a Zürich-based financial technology company specialising in next-generation data infrastructure for the global wealth management industry. Its flagship service, WealthArc Data Box, connects to over 140 custodian banks worldwide, delivering clean, structured, and reconciled portfolio data to wealth managers, external asset managers, family offices, and fintech platforms. The company’s AI Agent further extends this capability by converting unstructured financial documents into machine-ready investment data. WealthArc serves clients across Switzerland, Europe, the Americas, and the Middle East, with ambitions to become the leading global data-feeds provider for the wealth-tech ecosystem.
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