WealthArc expands custodian network & builds AI agents
WealthArc has outlined plans to extend its custodian data coverage and develop AI agents for data operations as it expands in the global wealth management market.
The Swiss-born fintech said demand has increased from wealth managers, multi-family offices and fintech partners for data infrastructure that handles cross-border portfolios and works across multiple custodians and currencies. The company linked that demand to international expansion by wealth firms across Europe, the United States, Asia and the Middle East.
WealthArc said fragmented custodian data and inconsistent data quality increasingly constrained scale, risk management and client trust. It said its WealthArc Data Box service provides reconciled portfolio data across custodians, markets and currencies.
Custodian coverage
WealthArc said it expanded its global custodian coverage in five additional jurisdictions across Europe, North America and international wealth centres. It said total coverage has moved closer to 200 custodians worldwide. It set a longer-term target of more than 1,000 custodians.
The company also said it scaled supported portfolios by "hundreds of additional portfolios globally". It said that growth included automated data feeds and manual integrations.
WealthArc said it invested in data engineering and operations teams across key regions. It also said it doubled its senior leadership team and expanded its office footprint in Switzerland and the US.
The company described Switzerland as a core market for client demand and for handling complex, multi-custodian wealth structures. It said it aims to become "the leading platform for small external asset managers" in Switzerland. WealthArc also said it wants to become a "first-choice global data-feeds provider" for US-based wealth managers and wealth-tech firms.
Data processing
WealthArc positioned WealthArc Data Box as a data infrastructure service that sits behind portfolio management systems, AI applications, data analytics tools and core banking systems. The company said the service delivers daily structured portfolio data across positions, transactions, pricing and performance. It said it runs automated reconciliation multiple times per day.
It described its approach as different from "traditional data aggregation". It said in-house data engineers develop and improve each custodian integration.
WealthArc said that in 2025 it handled nearly 27,000 data quality issues that originated from inconsistent data delivered by custodians and banks. It said this resulted in approximately 2,500 hours of time savings for clients through automated reconciliation and continuous data improvement. It also said the infrastructure had capacity for "millions portfolios globally".
AI agents
WealthArc said it has started developing AI agents for data cleaning, reconciliation and data-feed development. It said it plans to roll out its first AI agent "within next months".
In one section, the company said AI-driven tools and AI agents have become more prevalent across investment analysis, risk monitoring and reporting. It said data infrastructure will influence which firms can scale.
WealthArc said its roadmap for 2026 and 2027 focuses on a suite of AI agents for manual tasks in operations. It said the agents would support data cleaning and reconciliation. It also said the tools would allow new custodian data feeds to be developed "in hours rather than weeks".
Ivan Peruffo, CEO of Octogone, commented on the difficulty of connecting across multiple custodians at scale.
"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. "WealthArc's breadth of custodian coverage allows us to consolidate clients across entities and serve them seamlessly worldwide."
WealthArc said it also sees increasing demand from fintech providers, portfolio management systems and AI applications for clean and consistent portfolio data. It said WealthArc Data Box does not replace existing platforms. It said it acts as a foundational data layer beneath them.
Artur Kluz, CEO of WealthArc, said data quality has become a growth constraint as wealth management becomes more international.
"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," said Artur Kluz, CEO, WealthArc.