When was WealthArc founded?

WealthArc was founded in 2014 and raised its 1st funding round 1 year after it was founded.

Where is WealthArc located?

WealthArc is headquartered in Warsaw, Poland. It is registered at UL. KRAKOWSKIE PRZEDMIEŚCIE 13 00-071 WARSZAWA POLSKA.

How many employees does WealthArc have?

As of Aug 31, 2026, the latest employee count at WealthArc is 34.

Is WealthArc a funded company?

WealthArc is a funded company, having raised a total of $4M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jun 01, 2015.

When was the latest funding round of WealthArc?

WealthArc's latest funding was a $***** Seed round on Feb 04, 2021, with participation from 1 investor.

Where does WealthArc rank among its competitors?

WealthArc ranks 15th amongst 375 active competitors, of which 60 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was CAIS, which secured $170M in Jul, 2026.

Who are the top competitors of WealthArc?

WealthArc's top competitors include bunch, PureFacts and getquin. Among them, CAIS secured the most recent funding round in July, 2026.

WealthArc - 2026 Company Profile, Team, Funding & Competitors

WealthArc is a public company based in Warsaw (Poland), founded in 2014 by Krzysztof Gogol and Sebastian Manthei. It operates as a Cloud based platform for financial data analysis and client interaction for wealth managers. WealthArc has raised $4M in funding from RJ Management. The company has 375 active competitors, including 60 funded and 39 that have exited. Its top competitors include companies like bunch, PureFacts and getquin.

Company Details

WealthArc is a cloud-based platform for financial data analysis and client interaction for wealth managers. Its services include financial data analysis in the cloud, self-service reporting, artificial intelligence in portfolio management, and cyber-security. The solution is offered in a SaaS model and covers the entire investment process from idea generation to client and regulatory reporting.

Website: www.wealtharc.com/
Social
Email ID: *****@wealtharc.com
Registered Address: UL. KRAKOWSKIE PRZEDMIEŚCIE 13 00-071 WARSZAWA POLSKA

Key Metrics

Founded Year

2014

Location

Warsaw, Poland

Stage

Public

Total Funding

$4M in 2 rounds

Latest Funding Round

Seed, Feb 04, 2021, $*****

Investors

RJ Management & 7 more

Ranked

15^th among 375 active competitors

Employee Count

34 as on Aug 31, 2026

Similar Companies

bunch & 381 more

Exit Details

Public

View WealthArc's full profile

WealthArc is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
WEALTHARC SPÓŁKA Z OGRANICZONĄ ODPOWIEDZIALNOŚCIĄ CIN: 0000521227 , Poland, Active	Aug 27, 2014	-	-
WealthArc AG CIN: 1220751 , Switzerland, Active	Dec 21, 2021	-	-	-

WealthArc has raised a total funding of $4M over 2 rounds. Its first funding round was on Jun 01, 2015. Its latest funding round was a Seed round on Feb 04, 2021 for $*****. 1 investor participated in its latest round. WealthArc has 8 institutional investors.

Here is the list of recent funding rounds of WealthArc:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Feb 04, 2021	1745974	Seed	9482598	8272117	1649374	4301555
Jun 01, 2015	3634265	Seed	2793191	5434864	1927524	7113732

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View details of WealthArc's funding rounds and investors

The founders of WealthArc are Krzysztof Gogol and Sebastian Manthei.

Here are the details of WealthArc's key team members:

Krzysztof Gogol: Former Co-Founder of WealthArc and founder of 1 other company.
Sebastian Manthei: Former Co-Founder of WealthArc.

View details of WealthArc's Founder profiles and Board Members

WealthArc's employee count trend

WealthArc has 34 employees as of Aug 26. Here is WealthArc's employee count trend over the years:

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Top competitors of WealthArc include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of WealthArc, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	bunch 2021, Berlin (Germany), Series B	Online platform for portfolio management	$58M	Portage, FinTech Collective & 9 others	67/100
2nd	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Scotiabank, Canadian Business Growth Fund ... & 2 others	65/100
3rd	getquin 2020, Berlin (Germany), Series A	Portfolio management software	$16.2M	Portage, Motive Partners & 11 others	64/100
4th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	61/100
5th	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	61/100
6th	Opto Investments 2020, New York City (United States), Series A	Online platform provides software solutions for financial advisors	$145M	Tiger Global Management, LeFrak & 6 others	60/100
7th	CAIS 2009, New York City (United States), Series D	Platform offering financial planning and advisory solutions for wealth managers	$904M	Reverence Capital Partners, Eldridge Industries ... & 20 others	60/100
8th	Nitrogen Wealth 2011, Auburn (United States), Acquired	Client engagement solutions for wealth management firms	$23.7M	FTV Capital, HgCapital Trust & 3 others	59/100
9th	Tidal Financial Group 2012, New York City (United States), Series C	Technology platform facilitating the creation, operation and growth of ETFs	$32M	FTV Capital, FinRebel & 1 others	59/100
10th	Solovis 2013, Dallas (United States), Acquired	Global technology company serving capital markets and beyond with diverse solutions	$20.8M	Edison Partners, Cultivate Ventures & 6 others	58/100
15th	WealthArc 2014, Warsaw (Poland), Public	Cloud based platform for financial data analysis and client interaction for wealth managers	$4M	Kluz Ventures, Swiss ICT Investor Club & 6 others	55/100