Arch

What Arch does

Arch (Arch Labs, Inc.) is a New York-based fintech that provides an AI-powered data management platform for private markets investment operations, serving institutional investors, RIAs, family offices, banks, and accounting firms. The platform addresses the administrative burden of managing private equity, private debt, and private real estate holdings by aggregating, categorizing, and standardizing the disparate documents, capital calls, distributions, K-1s, and investor communications that flow between alternative investment managers and their allocators. Arch was founded circa 2018 and as of its September 2025 Series B had grown to 160 employees serving customers managing approximately $260 billion in private assets, expanding to $430 billion across 560 allocators by February 2026.

The Arch Platform is organized into four integrated modules: Documents & Data (aggregation, categorization, and consolidation of investment communications); Workflows (AI-powered data extraction and task automation across teams); Insights (AI-generated summaries of investor letters and automated surfacing of major investment changes); and Collaboration (role-based permissions connecting investors, advisors, clients, allocators, accountants, and service providers). The underlying technology combines natural language processing, generative AI for document summarization, and process automation for structured data extraction across text and structured-data modalities, hosted on AWS infrastructure. Arch exposes APIs for programmatic data access and has built integrations with Bipsync (investment workspace), Ultimus LeverPoint (fund administration), Schwab Advisor Services (1099 tax documents), Wealth.com (tax planning), and HB Wealth (wealth management). The platform maintains enterprise-grade security including SOC 2 Type 2 certification, AES-256 encryption, GDPR and CCPA compliance, and an Arch Trust Center.

Arch operates a quote-based enterprise subscription SaaS model with industry-comparable pricing in the $25,000–$150,000 annual range, supplemented by professional services for larger implementations that typically run 8–16 weeks. The go-to-market combines enterprise field sales targeting institutional allocators and large RIAs with channel partnerships (Ultimus LeverPoint, Bipsync, HB Wealth) and product-led self-serve onboarding. The company has raised approximately $77.5 million across four disclosed rounds — a $5.5M Series A (December 2021), a $20M Series A2 (November 2023), and a $52M Series B (September 2025) led by Oak HC/FT — with co-founders Ryan Eisenman (CEO), Joel Stein (CTO), and Jason Trigg (CPO/COO) leading the organization.

Name

Arch

Legal name

Arch Labs, Inc.

Website

https://arch.co

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

251–500 employees

Short description

Arch provides an AI-powered platform for managing private investment operations, serving institutional investors, RIAs, family offices, banks, and accounting firms by aggregating, standardizing, and automating documentation, data, and workflows across alternative investment portfolios.

Ownership category

akta.pro rank

Product category

Private Markets Investment Management Software

NAICS

Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

akta.pro secondary industries

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

Keywords

• Private markets platform
• Alternative investment management
• AI document processing
• Wealth management software
• Portfolio data management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription SaaS for Institutional Allocators and Wealth Managers: Recurring subscription revenue from institutional investors, RIAs, wealth management firms, banks, accounting firms, and family offices using Arch to manage private markets data, documents, workflows, and tax reporting. Industry context (Masttro) indicates family-office-grade private equity monitoring platforms typically command $25,000 to $150,000 annually per customer.
2. Professional Services / Implementation Engagements: Larger enterprise engagements (e.g., HB Wealth covering more than 10,000 holdings across private equity, private debt, and private real estate) imply scope-based implementation and onboarding services on top of platform subscriptions. Industry-standard implementation timelines run 8–16 weeks.

Pricing tiers

Go-to-market motion3 records

Core offering

Arch is an AI-powered SaaS platform, branded as "the digital admin for private investments," that aggregates, categorizes, and standardizes alternative investment communications, documents, and data across institutions and managers. It unifies four integrated modules — Documents & Data, Workflows, Insights, and Collaboration — to automate capital-call processing, K-1 extraction, and investor-letter summarization for institutional allocators, RIAs, banks, accounting firms, and family offices managing private equity, private debt, and private real estate portfolios.

Product overview

Arch offers a single unified platform — branded as the "digital admin for private investments" — rather than a portfolio of separate products. The Arch Platform is the core offering and is organized into four integrated modules: Documents & Data (aggregation, categorization, and standardization of investment communication and documents), Workflows (AI-powered extraction and task automation across teams), Insights (automated AI summaries and surfacing of major investment changes), and Collaboration (curated permissions connecting investors, advisors, clients, allocators, accountants, and service providers). Built-in capabilities such as the Arch Tax Reporting Solution (with the Schwab Advisor Services 1099 integration) layer on top of this core platform, and the platform connects outward via integrations such as the Bipsync investment workspace integration and the Wealth.com Tax Planning integration to extend automated private markets data management across institutional investment teams.

Differentiator

Problem solved

Functional benefit

Products and services

• Arch Platform Unified, AI-powered SaaS platform positioned as the "digital admin for private investments" that connects investors, advisors, clients, allocators, accountants, and service providers through a single workspace. Combines automated document aggregation and categorization, AI-driven data extraction and workflow orchestration, generative AI summaries of investor letters, and role-based collaboration permissions. Sold to institutional investors, top-tier RIAs, banks, accounting firms, and large family offices managing alternative investment portfolios.

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability7 records

Feature6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Addepar: Addepar is a portfolio analytics and reporting platform for advisors, family offices, and institutions, with growing private-markets coverage. Directly comparable to Arch because both serve RIAs and institutional allocators managing alts and compete for the 'operating system' role in private-wealth and alts administration.
• iCapital: iCapital is an end-to-end platform for institutional and wealth-channel access to alternative investments. Directly comparable to Arch because it similarly aggregates alts data, documents, and workflows for advisors and allocators, including family offices and RIAs.
• Juniper Square: Juniper Square provides investor communications, fund administration, and CRM tools for GPs and the LPs they serve. Directly comparable to Arch because both standardize private-markets data and document workflows across GPs, LPs, and wealth managers.
• Canoe Intelligence: Canoe Intelligence uses AI to automate the collection, extraction, and delivery of alts investment documents for institutional investors, wealth managers, and fund-of-funds. Most directly comparable to Arch on document AI and alts data aggregation, with overlapping target customers and technology stack.
• Masttro: Masttro provides portfolio monitoring and aggregation software focused on private equity, private debt, real estate, and other alternatives for family offices and wealth managers. Closely comparable to Arch on the LP-side, family-office-grade private-markets monitoring use case, and is even referenced as an industry pricing benchmark for Arch.
• Allvue Systems: Allvue provides investment management software across private equity, private credit, and CLO workflows. Comparable to Arch as an alts-focused technology vendor serving both GPs and institutional LPs with data, reporting, and workflow tooling.

Emerging players

• AltExchange: AltExchange is an alts data network that standardizes and exchanges alternative-investment documents between GPs, LPs, and wealth platforms. Comparable to Arch on the data-interoperability layer of private markets, but more focused on network/utility functions than full workflow software.

Broad incumbents

• SS&C Technologies (Advent / Black Diamond): SS&C owns Advent (private-markets fund accounting, reporting) and Black Diamond (wealth platform), serving large institutions, advisors, and asset managers. Comparable as a broad incumbent offering overlapping alts administration capabilities, but as part of a much wider portfolio rather than a focused alts layer.
• Carta: Carta provides cap-table, fund administration, and private-markets data services for companies, GPs, and LPs. Comparable as a broad incumbent expanding into LP-side data and reporting, overlapping with Arch on alts data standardization for institutional investors.

Regional players

• Investran (MergerMarket/GMQ/Black Mountain): Black Mountain Systems provides investment operations and reporting software for GPs and fund administrators in private equity, real estate, and infrastructure. Comparable to Arch on private-markets operations and reporting workflows, but primarily GP-side rather than LP/allocator-side.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/gotk1s
• LinkedInlinkedin.com/company/archsoftware

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds4 records

Investors18 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arch