WealthArc accelerates global expansion as demand grows for next-generation data infrastructure

WealthArc has reported another year of accelerated global growth in 2025, as wealth managers, multi-family offices and fintech partners increasingly seek new-generation data infrastructure to support international expansion, cross-border portfolios and AI-driven capabilities.

The growth reflects a continued shift in global wealth management. As firms expand beyond domestic markets into Europe, United States, Asia and the Middle East, fragmented custodian data and inconsistent data quality are becoming structural constraints on scale, risk management and client trust.

In response, WealthArc continued to scale WealthArc Data Box, its high-speed, data infrastructure service designed to deliver reliable, reconciled portfolio data across custodians, markets and currencies. Wealtharc Data Box operates behind the scenes, powering portfolio management systems, AI applications, data analytics tools,  or core banking systems.  

Global growth driven by cross-border demand

WealthArc recorded another year of double-digit growth, driven by rising demand from Swiss and international external asset managers, family offices, data providers, and wealth-tech firms, such as core banking systems, that are expanding into new regions and managing increasingly global portfolios.

To support this growth, the company:

• Expanded its global custodian coverage in 5 additional jurisdictions across Europe, North America and key international wealth centres, bringing total coverage closer to 200 custodians worldwide, with a clear target of 1,000+ in the coming years.
• Initiated the development of AI agents supporting data cleaning, reconciliation, and data-feed development, with the first AI agent roll-out planned within next months.
• Scaled supported portfolios by hundreds of additional portfolios globally, spanning both automated data feeds and manual integrations.
• Continued to invest in scaling its data engineering and operations teams across key regions to strengthen platform resilience and service capacity. 
• Doubled both its senior leadership team and office footprint in Switzerland and the U.S., reflecting long-term commitment to operational scale and service delivery excellence.

WealthArc is strongly focused on the Swiss market, which serves both as a center of client demand and a proving ground for complex, multi-custodian wealth structures, with the objective of becoming the leading platform for small external asset managers. At the same time, WealthArc aspires to become a first-choice global data-feeds provider for U.S.-based wealth managers and the broader wealth-tech ecosystem.

Data infrastructure built for speed, precision and scale

At the heart of WealthArc’s expansion is WealthArc Data Box, its global data infrastructure service designed to deliver fast, reliable and reconciled portfolio data across global custodians and regions.

“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.” 

Unlike traditional data aggregation approaches, WealthArc Data Box is built as an ‘intelligent factory’ for global data feeds, with each custodian integration developed and continuously improved by in-house data engineers. The service delivers daily, structured portfolio data across positions, transactions, pricing and performance, with automated reconciliation running multiple times per day to ensure highest data quality in the industry.

In 2025, WealthArc handled nearly 27,000 data quality issues created by inconsistent data delivered by custodians and banks, resulting in approximately 2,500 hours of time savings for clients through automated reconciliation and continuous data improvement. The infrastructure is designed to scale well beyond current volumes, with processing capacity capable of supporting millions portfolios globally.

Powering the next phase of wealth-tech and AI

WealthArc’s growth also reflects increasing demand from fintech providers, portfolio management systems and AI applications that rely on clean, consistent and performance-ready data.

Rather than replacing existing platforms, WealthArc Data Box acts as the foundational layer beneath them, ensuring that portfolio management systems, reporting tools and analytics engines receive trusted inputs as wealth managers scale.

As AI-driven tools and AI-Agents become more prevalent across investment analysis, risk monitoring and reporting, the company believes reliable data infrastructure will increasingly determine which firms are able to scale with confidence. This conviction underpins WealthArc’s 2026-2027 AI agents roadmap, which focuses on building a suite of multi-purpose AI agents to automate manual tasks with intelligence, support data cleaning and reconciliation, and enable new custodian data feeds to be developed in hours rather than weeks.

Looking ahead

 Building on its 2025 momentum, WealthArc enters 2026 focused on strengthening its technological competitiveness by delivering high-quality AI data solutions with speed, continuing to attract and grow top-tier talent, and deepening investment in its data infrastructure, while maintaining strong support for Swiss and European wealth managers navigating cross-border complexity.

Artur Kluz, CEO of WealthArc, commented: “As wealth management becomes global by default, data quality increasingly becomes a limiting factor on growth. Our focus is on building resilient data infrastructure and a global grid of more than 1,000 new generation data feeds, supported by AI agents that remove fragmentation and give wealth managers the speed, precision, and control they need as they expand across markets.”