ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinTechZurichWealthArc AG
WealthArc AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of WealthArc AG is to provide solutions for wealth management, particularly in the areas of asset management and investment services. The company offers platforms and tools that enable customers to manage, monitor and analyze their assets. In addition, WealthArc AG supports customers in complying with regulatory requirements, such as FinSA (FIDLEG/LSFin), and provides compliance solutions.

AI-generated
Offering

Products & services

Industry:FinTechSoftware Development
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
4.1/5

WealthArc AG

✓ Offered10
Wealth Management Platform
Cloud-based wealth management platform for independent asset managers, private banks, family offices and investors; portfolio management, client relationship management, reporting, compliance and data consolidation.
Portfolio Management System (PMS)
Web-based PMS for consolidated portfolio data, performance calculation, benchmarking, risk management, trade proposals, rebalancing, FIX trading and pre-trade checks.
Reporting and Client Insights
Holistic, white-labelled reporting, 360° portfolio views, account statements, performance reports and client insights across custodian, fund and market data.
Client Relationship Management
Client lifecycle management with meeting, activity and trade records, notes, document storage, Outlook sync and secure access to client history.
Compliance Software
FinSA/FIDLEG/LSFin compliance software with client segmentation, suitability and appropriateness questionnaires, KYC workflows, AML checks, audit reports and pre-trade controls.
Data Consolidation and Integration
Automatic consolidation and normalization of custodian, fund, broker and market data into a single dashboard, with ETL-style extraction, transformation, checking and loading.
API integrations
REST API and in-house custodian connections to feed consolidated portfolio data into external systems and applications.
Family Office Solutions
Holistic wealth management for family offices, including consolidation of liquid and illiquid assets, complex legal structures, private markets and customised reports.
Private Banking Solutions
White-label platform for private banks with 360-degree asset overview, multi-custody investor portal, wealth reporting, trade execution and document exchange.
Investor Services
Multi-custody investor reporting with aggregated custodian, fund and private-market data, client onboarding and secure document management.
Trust & reputation

ranQ Trust Score of WealthArc AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

WealthArc AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
WealthArc AG scores 84.8 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.89.612%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
WealthArc AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
WealthArc AG scores 100.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.100.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

WealthArc AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

No knowledge articles yet

Once WealthArc AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

WealthArc AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank WealthArc AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of WealthArc AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Hier entsteht die Karte
Seefeldstrasse 35
8008 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-392.560.165
Founded
2015 · 11 years
Last commercial register change
December 22, 2025
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

    Similar companies

    CS
    Capitalis SA
    Zurich
    WS
    Wise Switzerland AG
    Zurich
    BG
    BIGTXN GmbH
    Zurich
    EP
    Ebury Partners Switzerland AG
    Zurich
    AA
    AuthCapture AG
    Au Zh
    SG
    swissQuant Group AG
    Zurich
    MS
    Masttro Switzerland AG
    Zurich
    NS
    NeoXam Switzerland AG
    Zurich