Articles from Arch

Arch, a modern platform for tracking private markets investments, today announced a 1099 integration with Schwab Advisor Services that pulls mutual client data into the Arch platform. The integration expands Arch’s tax capabilities beyond K-1s, providing a complete tax view for its client base of ultra-high-net-worth investors, single- and multi-family offices and registered investment advisors (RIAs).

Arch, a modern platform for tracking private markets investments, and Archway Group, a leading provider of technology and outsourced services to single- and multi-family offices, today announced a strategic partnership aimed at delivering a unified, end-to-end solution for UHNW investors and their advisors. This collaboration integrates Arch’s alternative investment data into Archway’s robust accounting and reporting platform, providing greater visibility into a client’s portfolio across both private and public investments.

Arch, the digital way to track all private markets investments, today announced its client advisory board. Comprising leaders from some of the most prominent and innovative firms across the private wealth and institutional investment ecosystem, the board will provide strategic guidance and product development input. Their insights will ensure Arch remains relentlessly client-first, with the goal of becoming the technology company most attuned to and responsive to the needs of private investors.

Arch, the digital way to track all private market investments, today announced it has raised $52 million in Series B funding. The round was led by Oak HC/FT, with participation from Menlo Ventures, Craft Ventures, Quiet Capital and others. The funding will support Arch’s ongoing expansion and development, with a particular focus on meeting the needs of institutional investors, large private wealth teams and established family offices.

Masttro, the global leader in wealth tech solutions for family offices, registered investment advisors (RIAs), wealth managers and wealth owners themselves, today announced a strategic partnership with Arch, the private markets portal of portals, providing investors with the first digital platform to manage their K-1s, alternatives reporting, capital call workflows, and portfolio monitoring. The integration will route real-time alternative investment data into Masttro’s next-generation platform, enabling enhanced wealth visualization across liquid and illiquid assets and liabilities in a single dashboard.

Arch, a digital Alternatives Management Platform modernizing workflows, data standardization, and portfolio insights across private equity, hedge funds, venture capital, real estate, and other alternative investments, today announced a new strategic partnership with RSM US LLP (“RSM”), the leading provider of assurance, tax and consulting services for middle-market companies. This initiative equips RSM’s accounting, family office, financial services and private client teams with a transformative, tech-forward solution to navigate the dynamic complexities of alternative investments.

Arch, a digital admin platform modernizing private investment operations and investor communications, today announced it has passed more than $100 billion in private markets assets on the platform. To keep up with the rapidly growing universe of alternative investments, Arch has more than doubled its headcount, adding a key new hire to lead sales and partnerships. In addition, Arch added several product enhancements to support investors and advisors in their quest for higher returns and the diversification of private markets. These strategic moves emphasize Arch’s commitment to building the digital infrastructure required for seamless private markets investing, delivering on its plans for expansion and product development following its recent $20 million Series A funding.

Arch, a digital admin platform modernizing private investment operations and investor communications, today celebrated Tax Day with the addition of several new innovative tools to its platform. Aimed at streamlining the user experience, these new functionalities will provide financial advisors, private investment firms, accountants and individual allocators with a smart workflow solution that offers unique insights into individual investments and broader portfolios. In addition to enhanced insights, these tools reduce time spent on the cumbersome administrative responsibilities typically associated with private markets investing.

Arch, the first lending platform to provide a single loan across combined alternative assets, announces its official launch today. With an increase of individual investors holding their wealth in alternative assets, and projections of assets under management to reach $17.2 trillion by 2025, Arch aims to meet the consumer need for loans backed by those assets, starting with crypto and expanding to public stocks, equity in pre-IPO unicorns and real estate.

Arch, a private investment management platform modernizing K-1 workflows, automating operations and simplifying reporting for financial professionals, today announced that it has raised $20 million in Series A funding. This round was led by Menlo Ventures, with participation from existing investors Craft Ventures and Quiet Capital, as well as new investors Carta, Citi Ventures, GPS Investment Partners and Focus Financial Partners. Arch plans to use the new capital to expand its team and enhance its product, with a focus on streamlining the repetitive manual work traditionally associated with investing in and managing alternative investments.

Arch, the crypto asset management platform, announced that it completed a $5 million oversubscribed seed round led by DCG and Upload Ventures, formerly Softbank LatAm early-stage arm, to expand its product offering and reach.