WealthArc to provide digital services to Eleutheria Wealth
WealthArc, a Swiss provider of an all-in-one automated Portfolio Management System for wealth managers, has been selected to provide its digital services to Eleutheria Wealth, a provider of asset management and Family Office services operating in Lugano and Chiasso.
Eleutheria Wealth was founded by a group of professionals with 20 years of experience gained in large international banks. Its asset management philosophy is based on two pillars: sustainability, translating into a strong preference for ESG investments, and the human factor, with empathy and passion as the driving forces. Beyond their commercial activity, its founders also run Eleutheria Foundation redistributing wealth through social and ethical projects.
By establishing collaboration with WealthArc, Eleutheria Wealth is taking the first step on its path to digital transformation. WealthArc’s Portfolio Management System will help the company operate more efficiently by reducing tedious manual tasks to the minimum. Its robust API engine automatically consolidates data from diverse custodian banks and brings them to one platform in a unified form. Thanks to that, Eleutheria Wealth’s advisers not only have quick access to all their client data but can also generate comprehensive reports with a few clicks.
“Eleutheria Wealth is another company using WealhArc based in Ticino,” says Chris Gogol, co-founder and CEO of WealthArc. The Fintech has already been collaborating with Amgest from the same region since October 2019. “Moreover, we are speaking with other External Wealth Managers from this region as we see huge potential in Ticino,” adds Chris.
Ticino is yet another Swiss region in which WealthArc is expanding its operations. In October, the company opened its third office located in Geneva, a city where it already collaborates with a number of recognised companies. The other two branches are located in Zurich, the main city of WealthArc’s operations, and Warsaw, Poland, where the R&D team works.