Arch

Mom and Dad are getting older……..Use New Edge Family Office technology like #ARCH and #ORION to organize your parents wealth without disrputing long-standing relationships. 5 minutes 😎 Gregory Pool #Arch #ORION Arch Orion NewEdge Advisors NewEdge Advisors #estateplanning #eldercare #parents https://lnkd.in/ejbxwqpd

Excited to share our latest podcast episode featuring an insightful conversation with Ryan Eisenman from Arch! Tune in to episode 233 as we dive into the importance of data visualization, workflow automation, and more in managing complex portfolios. Listen now wherever you get your podcasts >>> https://wp.me/pdTAz8-5uC

There isn’t a way to make K-1s shorter or less complex. But #advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.

Pitching and getting funded is often a numbers game. For most founders, it’s a distraction. But first-time founder Ryan Eisenman. Every pitch he gave to investors was also a pitch to his potential customers. He leveraged his network to access investors through warm intros, and he could gain customers and investors after every pitch. He was doing business development and investor relations…homerun combo! Get more from this conversation with Ryan Eisenman in Episode 26 of the #FundraisingDemystified Podcast. Link in the comments

The alternative asset management platform that wants to automate everything but advice for private investors now has more than $25 million in capital to work with. Arch CEO and Co-Founder Ryan Eisenman tells Financial Planning why this recent win for this company is also a win for advisors. #fintech #wealthmanagement #financialadvisors #investments #wealthmanagement #wealthtech #startup #alts

"A good product isn't a good product unless someone can use it and really understand it." Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments.  I thought it would be great to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling some of asset management’s persistent back office issues such as K-1s and capital calls, as well as a look at how their focus on product and customer experience can help you stand out in the burgeoning fintech space. As someone who has personally struggled from the deluge of unstructured data in a family office, I am always interested in how technology can solve this ultimate of pain points in a family office or RIA, and Ryan and his team are on the cutting edge of applying new technology, including AI, to this area. We hear his founder story and how he and his co-founders Jason Trigg and Joel Stein have approached pricing, market fit, handling data, and all the different types of customers and their individual challenges. Right after we recorded this interview, Arch closed a $20 million Series A led by Menlo Ventures, with Craft Ventures, Quiet Capital, Citi Ventures, and Focus Financial Partners joining. The group has over 200 customers managing over $60 Billion. Please enjoy my excellent conversation with Ryan Eisenman. #wealthmanagement #AI #fintech #familyoffice Tom Burroughes Andrew Deane Stephen Harris Theodora Viney Kelly Moore Gio M. Billy Motherway Joe Brereton Paul McKibbin Jamie McLaughlin James (Licht) Leach https://lnkd.in/eNr-5jNk

Thrilled to announce that we’ve successfully closed our $20 million Series A! Thank you to the investors who believe in our product, team, and vision to reimagine private market investment management, including Menlo Ventures, Craft Ventures, Quiet Capital, Carta, Citi Ventures, GPS Investment Partners, Focus Financial Partners, and TCP. And huge thank you to our team for the many long nights (and sometimes longer meetings) brainstorming, shipping product, onboarding clients, and improving the Arch experience every day. We’re on a mission to build the infrastructure to make private investing scalable, efficient, and understandable. By collecting K-1s, managing cash flows, and providing reporting-ready data for our client base, we’re enabling wealth managers, family offices, and private banks to successfully track and manage the universe of private investments. And we're just getting started... more to come soon! https://lnkd.in/ef_xy_VQ Jason Wenk Steve Lockshin Joshua Browder Nina Fairbairn Braughm Ricke Michael Kane Ryan Petersen, CFA Sam Rohr Matthew Walters Ian Feeney Burke Brown Jon Xu Alon Devorah Aviv Lazar Michael Thompson Stan Gregor Jack Dreifuss Kayla La Dow Eric Derrington, CFA Neil Blumenthal Good Friends Venture Capital Marshall Sandman Adam Zeplain Samir Vasavada Scott Phillips Scott McLellan Eric Reiner Jeff Fluhr Arra Malekzadeh Vinay Menda Charley Ma

Want to see Arch in action? Figuring out how to report on and manage alternative assets like Real Estate, Private Equity, and Venture Capital? We're hosting a webinar with Jim McMahon and our friends at STP – register in the link below. https://lnkd.in/eBQys5yT

Our Q3 Feature Release notes are here! If you're a client – you likely saw this last month If you're a future client – we'd love to chat! And if you’re a competitor, we’re eager to see if you’ll be the top viewer for the second quarter in a row… With love, The Arch Team