Arch

Arch operates a software platform that acts as an infrastructure and data layer for private markets investing. The platform collects, classifies and standardizes the communications, documents and data that fund managers, administrators and portals send to investors in alternative assets, covering both fund investments and direct holdings. It produces a single standardized portfolio view with valuations based on received reporting and cash flows, and eliminates the need for clients to log into individual manager portals — the company states this removes over 5,000 portal logins and clicks a year for an average client.

Product areas span four categories: documents and data (tax document automation, capital call and distribution cash flow tracking, valuations, and investment updates such as financial statements, quarterly reports, schedules of investments and investor letters); workflows (data extraction, exception processing, custom team task workflows, document arrival estimates, and delivery of data to downstream reporting systems via API integrations, SFTP, flat files or an Open Data Program); insights (synthesized activity feeds, quarterly NAV change, commitment remaining after capital calls, digitized investment schedules, and A.I. summaries of lengthy manager updates); and collaboration (permissioned access for investors, advisors, clients, allocators, accountants and other service providers). A daily email digest summarizing portfolio activity is described as the platform's most popular feature, which clients report reduces team inbox volume by up to 80%. Additional capabilities include Arch Pay for automating capital calls and support for 1099 tax forms.

The company reports 450+ customers and, per September 2025 coverage, more than 180 single-family offices (including some with portfolios larger than $30 billion), about 100 independent private wealth managers and multi-family offices, four of the top 20 global banks, seven of the top 20 accounting firms, plus fund administrators, law firms and institutional investors.

Founding story

Arch was founded in 2018 by Ryan Eisenman (CEO), Jason Trigg (Chief Product & Operating Officer) and Joel Stein (Chief Technology Officer), who have collaborated since that year.

Business model

Arch charges customers an annual subscription fee based on the number of investments managed on the platform. Most platform functionality is included in that fee, while certain additional services — tools for chief investment officers, 1099 tax form support and payment services — are offered for extra fees. The company states it is intentionally unprofitable and focused on growth, and reports having spent less than $18 million of the capital raised prior to its Series B.

Annual subscription pricing scaled to the number of investments a client manages on the platform, with add-on fees for CIO tools, 1099 tax support and payment services.

Traction

Assets on the Arch platform grew from $100 billion to over $250 billion in the 14 months preceding September 2025, with the company later citing a 112% year-over-year increase in platform assets for 2025 and, in July 2026, surpassing $500 billion in assets on the platform. Arch reported over 450 customers globally as of September 2025, including more than 180 single-family offices, roughly 100 independent private wealth managers and multi-family offices, four of the top 20 global banks and seven of the top 20 accounting firms; 100 new clients were added in the first part of 2025 and 196 new clients over the full year. For Tax Year 2023, Arch received, validated and delivered over 100,000 tax documents to clients. Retention was reported at 98.8% year over year, with more than half of users arriving via customer referrals.

Latest developments

Arch announced a $52 million Series B in September 2025 led by Oak HC/FT, with the round closing that summer, and subsequently formed a Client Advisory Board (September 2025), launched a Schwab Advisor Services 1099 integration (October 2025) and partnered with Archway Group (October 2025). In 2026 the company announced an integration with Bipsync, a case study with Ultimus LeverPoint, the adoption of its platform by $30 billion AUM RIA HB Wealth, the appointment of Keith Soura as Chief Technology Officer, and the disclosure of additional Series B investors MUFG Innovation Partners and Franklin Templeton alongside surpassing $500 billion in assets on the platform.