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Provider Type

Technology Providers

Tagline

A Smarter Way to Track and Manage Wealth

Founded

2020

Location

United States of America

Verified

Verified

Categories

Artificial IntelligenceClient PortalConsolidated ReportingDataData AggregationDevelopersInvesting technologyOutsourced solutionsPeer BenchmarkingPerformance ReportingPortfolio AllocationPortfolio ManagementPrivate MarketsReportingTechnology provider

Services

Target Segments

Multi-family officeIndividual wealth ownersSingle-family officesMulti-family officesInvestment & Financial Advisors (RIAs/IFAs)Endowments

Regions Served

Client Types

SEI – Archway Platform℠
SEI – Archway Platform℠
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Provider Type

Technology Providers

Tagline

Founded

Location

United Kingdom

Verified

Not verified

Categories

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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