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



Type Of Software



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

Mobile App


Type of data

Transaction level


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.


Based on holding/position data and transaction data

Key Company Info

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


  • 11-50


  • 2018


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


  • United States of America


  • New York City


  • Single family offices

Serves also

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


  • 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


10-12 weeks, depending on portfolio complexity


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

Wondering how Arch compares to other companies?


FAQs about Arch

What is Arch?
Arch offers a financial data aggregation solution.
What does Arch do?
Arch is a digital investment administrator that collects K-1s, monitors cash flows, and provides data ready for reporting in a single portal for all stakeholders involved.
Simple solutions for complex times.