Arch

Intuitive, digital investment admin that tracks data from all private investments in a single platform. Arch’s automated system collects K-1s, manages cash flows, and provides reporting ready data, removing the need to access 3rd party portals.

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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Arch apart?

"We are determined not only to remove frustration and pain, but also to save time, enhance insights, and inform better decisions."
Ryan Eisenman

Products and services

Get an overview of what this software does.

Main tasks

  • Consolidated Reporting
  • Data Aggregation
  • Data Validation
  • Data Processing
  • Tax Document Collection
  • Task Management
  • Cash Flow & Capital Call Management

Top features

  • Digital Excellence
  • Transparency

Assets supported

  • Bankable or Financial Assets & Funds
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate

Whitelabel

Yes

Type Of Software

SaaS

Integrations

Addepar, BlackDiamond, Advent APX, Orion, Masttro, SEI Family Office Services – Archway, and other performance reporting systems as requested.

Mobile App

No

Type of data

Transaction level

Accuracy

Arch has built 100+ internal data checks to flag any anomalies. These data checks run nightly and compare values and transactions against the individual investment history and other investments in Arch. All flagged data is manually reviewed and cleared/confirmed by an operations team member daily.

Multi-currency

Based on holding/position data and transaction data

Regulated

Yes

Audited

Yes

Audited by

The Cadence Group

Arch

Category

Data Aggregation

Country

United States of America

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ryan eisenman

Ryan Eisenman

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 11-50

Founded

  • 2018

Ownership

  • External investors
  • Key staff also have ownership
  • Clients are also owners

Incorporated

  • United States of America

Locations

  • New York City

Focus

  • Single family offices

Serves also

  • Individual wealth owners
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Custodians
  • Banks
  • Accountants
  • Fund of funds

Number

  • Individuals: 20%
  • Single Family Office: 40%
  • Multi-Family Office/RIA: 30%
  • Institution/Banks: 10%

Read about Arch on TechCrunch.

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What Arch's client says

“We are getting hundreds of updates. If I want to read updates, I have to log into 100s of portals. Instead I can go into arch, click a button, and read the latest information; that is an enormous productivity gain”
CEO, Family Office

Support & services

Learn what support and services you can expect

Support options

Dedicated contact, General contact mail or phone

Pricing of support

Free support

Onboarding

10-12 weeks, depending on portfolio complexity

Customisation

Branding, cash flow attributes, investment attributes/categorisation, integrations, user permissions

Wondering how Arch compares to other companies?

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Simple solutions for complex times.