WealthArc, a Swiss-born FinTech building AI-ready data infrastructure for the wealth and asset management sector, has announced it has received ISO 27001:2022 certification from BSI following an independent audit.
The certification was awarded after a rigorous review of WealthArc’s Information Security Management System (ISMS), confirming that its security controls and data governance practices align with internationally recognised standards. The accreditation is seen as a key milestone as the company works towards supporting over 1,000 global custodian data feeds and progresses its AI Agent roadmap.
WealthArc’s platform currently aggregates and reconciles portfolio data from more than 170 custodian banks spanning Europe, the Middle East, the Americas and Asia, across more than 40 asset classes. In April 2026, the company introduced its first AI Agent, designed to automate the transformation of alternative data and unstructured financial documents into structured, AI-ready investment data, which is the first of a planned suite of AI-powered workflow tools.
WealthArc serves a client base that includes wealth managers, multi-family offices, private banks and WealthTech providers, offering a custodian-agnostic data infrastructure that integrates with portfolio management systems, AI tools and analytics platforms used by advisers and family offices across the globe.
WealthArc CTO Radomir Mastalerz said: “Our platform processes sensitive financial data from hundreds of custodian banks and financial institutions worldwide. Independent certification of our Information Security Management System is the standard our clients rightly expect, and one we are committed to maintaining as we build toward 1,000+ custodian data feeds and roll out our AI Agent roadmap.”
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