What Archway Technology Partners does

Archway Technology Partners, operating as Archway Group since its 2025 rebrand, is a U.S.-based fintech software and services company founded in 2001 and headquartered in Indianapolis, Indiana, with a secondary office in Denver. The company develops and operates the Archway Platform, a proprietary integrated system that combines multi-entity general ledger accounting, automated investment data aggregation from custodians and banks, partnership and fund accounting, performance measurement, and consolidated client reporting within a single database. The platform's core architecture is a configurable general ledger with surrounding sub-ledgers, supplemented by automated journal entry generation driven by user-defined accounting rules. Adjacent products include the Archway Client Portal (a mobile-responsive end-client reporting interface), Consolidated Investment Reporting (a multi-custodian data aggregation service), Personal Expense Management (outsourced bill pay), and Partnership Administration (outsourced partnership accounting), plus the Archway Novus analytics offering.

The company serves ultra-high-net-worth family offices, private banks, private wealth advisors, and alternative asset managers, and reports $860B in assets on its platform and 575+ UHNW families served, including 10 of Forbes' Top 25 wealthiest American families (as of 12/31/2024). Archway generates revenue through a combination of enterprise SaaS subscriptions to the Archway Platform, fully outsourced managed services in which Archway's accounting professionals operate the platform on the client's behalf, and hybrid deployments combining in-house technology with selected outsourced functions. Pricing is enterprise, quote-based, and not publicly disclosed.

The go-to-market motion is enterprise field sales, with discovery calls, deep-dive demos, and proof-of-concept evaluations, supported by content marketing (blog, white papers), industry conference participation, the annual IMMERSION user conference, and direct demo CTAs. The company has received consecutive Family Wealth Report awards from 2016 through 2024 and operates with 51–100 employees. Following its 2025 separation and rebrand, Archway Group operates as an independent private company led by CEO Anthony Abenante, with no disclosed institutional or venture capital ownership.

Name

Archway Technology Partners

Legal name

Archway Group

Website

http://www.archwaytechnology.net/

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

51–100 employees

Short description

Archway Group is a U.S. fintech firm providing the Archway Platform — an integrated accounting, investment data aggregation, and client reporting system — plus outsourced services, serving ultra-high-net-worth family offices, private banks, wealth advisors, and alternative asset managers.

Ownership category

akta.pro rank

Product category

Family Office Wealth Management Software

NAICS

Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Enterprise Application UX, Portals & Low-Code Extensions (BPAEAGAM)

Keywords

• Family office software
• Wealth management platform
• Fund accounting software
• Investment reporting services
• Partnership administration services

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Technology Platform Subscription: SaaS-based licensing of the Archway Platform for family offices and financial institutions to manage their own operations in-house. The platform handles accounting, investment data aggregation, and reporting. Pricing is likely enterprise/quote-based given the complex, customizable nature of the solution.
2. Outsourced Services: High-touch outsourced service offerings where Archway's team of accounting professionals operates the platform on behalf of clients. Services include partnership administration, personal expense management/bill payment, consolidated investment reporting, and financial statement preparation. This model allows clients to offload operational responsibilities while maintaining technology-driven reporting.
3. Hybrid Model: Combination of in-house technology usage with outsourced service components. Clients use the Archway Platform for core operations while Archway handles specific ancillary functions based on capacity or specialization needs.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Archway Technology Partners (now Archway Group) provides the Archway Platform, a proprietary integrated fintech platform that combines multi-entity general ledger accounting, investment data aggregation from custodians and brokerages, and client reporting into a single system purpose-built for family offices, private banks, private wealth advisors, and alternative asset managers. Clients can license the software in-house, engage Archway's team of accounting professionals for fully outsourced services (partnership administration, bill payment, consolidated investment reporting), or use a hybrid combination of both models.

Product overview

Archway Technology Partners offers the Archway Platform as its core integrated family office technology solution, supplemented by modular service offerings. The platform provides seamless integration of accounting, investment data aggregation, and financial reporting within a single database. The product portfolio consists of the Archway Platform (core system), the Archway Client Portal (client-facing reporting interface), Consolidated Investment Reporting (data aggregation), Personal Expense Management (bill payment service), and Partnership Administration (outsourced accounting). Clients can use the technology in-house, partner with Archway's team for outsourced services, or employ a hybrid model combining both approaches.

Differentiator

Problem solved

Functional benefit

Brands

• Archway Platform: The award-winning core operational platform combining accounting, investment data aggregation and client reporting functions for family offices and financial institutions.
• Archway Client Portal
• IMMERSION User Conference

Products and services

• Archway Platform Award-winning core operational platform that integrates accounting, investment data aggregation, and client reporting functions for family offices and financial institutions serving ultra-high-net-worth clients.
• Archway Client Portal Digital, mobile-accessible client reporting tool that allows end-clients (family members) to view net worth dashboards, holdings, asset allocation, investment performance, cash balances, and expenses, as well as approve bills and review reports.
• Consolidated Investment Reporting A data aggregation service that consolidates client assets across custodians, managers, accounts, and investments to provide a unified net worth view and multi-dimensional reporting.
• Personal Expense Management An outsourced bill payment and expense reporting service leveraging proprietary accounts payable technology to deliver controlled and secure personal expense management for wealthy families.
• Partnership Administration An outsourced partnership accounting and administration service that processes capital activity, manages book and tax allocations, performs reconciliations, and supports partnership reporting including K-1 summaries.

Quantifiable outcome

• $860B in assets managed on platform as of 12/31/2024
• +4 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/archway-technology-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Archway Technology Partners