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Auria
SEI – Archway Platform℠
Provider Type
Technology Providers
Technology Providers
Tagline
Simplify the complexities of wealth with a unified solution
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Founded
2012
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Location
United States of America
United Kingdom
Verified
Verified
Not verified
Categories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
AccountingComplianceConsolidated ReportingData AggregationPortfolio Management
Services
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Target Segments
Fund managerMulti-family officeSingle-family office
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
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Client Types
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Provider Type
Technology ProvidersTagline
Simplify the complexities of wealth with a unified solutionFounded
2012Location
United States of AmericaVerified
VerifiedCategories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Services
—Target Segments
Fund managerMulti-family officeSingle-family office
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
AccountingComplianceConsolidated ReportingData AggregationPortfolio Management
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
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