ARC Research

What ARC Research does

ARC Research is a B2B financial data and benchmarking provider specializing in the private wealth management market. Founded in 1995 and headquartered in Long Island City, New York, the firm employs 11–50 people and serves enterprise clients including wealth management firms, private banks, and financial advisors. Its core offerings comprise three integrated product lines: Private Wealth Data Analytics, Investment Performance Data, and Benchmarking Services, which together enable institutional clients to measure investment performance, benchmark portfolios against industry peers, and generate data-driven insights for client reporting and portfolio evaluation.

The underlying technology is a specialized private wealth data analytics platform built around proprietary datasets and methodologies for investment performance measurement in the private wealth segment — a niche requiring deep domain expertise distinct from public-market index analytics. ARC Research's go-to-market is enterprise field sales targeting wealth management institutions globally, with revenue generated through subscription-based, recurring data licensing agreements negotiated on a per-client basis.

In July 2025, S&P Dow Jones Indices (a division of S&P Global) announced an agreement to acquire ARC Research, with the deal expected to close in Q3 2025. The acquisition is intended to enhance S&P DJI's benchmarks and data solutions serving the wealth management industry, validating the strategic value of ARC's specialized private wealth datasets while transitioning the business into a much larger global distribution platform.

Name

ARC Research

Website

https://arcllc.com

Company type

Private

Founded year

1995

Operating status

Acquired

Headcount range

11–50 employees

Short description

ARC Research provides investment performance data and benchmarking analytics to enterprise wealth management firms, private banks, and financial advisors via subscription-based data licensing. Founded in 1995, the firm was acquired by S&P Dow Jones Indices in July 2025.

Ownership category

akta.pro rank

Headquarters

HQ city

Long Island City

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Investment Performance Data Licensing: ARC Research generates revenue through licensing investment performance data and benchmarking analytics to wealth management firms, private banks, and financial advisors. The subscription-based data licensing model provides recurring revenue from institutional clients seeking benchmarking solutions.

Go-to-market motion1 record

Distribution channels1 record

Core offering

ARC Research provides investment performance data, benchmarking analytics, and private wealth market intelligence to wealth management firms, private banks, and financial advisors. Its offerings enable institutional clients to measure portfolio performance, benchmark against industry peers, and produce data-driven client reporting.

Product overview

ARC Research operates as a unified data intelligence platform for the private wealth management sector, combining investment performance data, benchmarking services, and wealth data analytics into a cohesive offering. The company serves as a key data provider for wealth managers, private banks, and financial advisers, helping them measure performance, compare against benchmarks, and derive insights from wealth market data. S&P Dow Jones Indices' acquisition of ARC Research in July 2025 reflects the strategic value of this combined data and benchmarking capability for the wealth management industry.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Data Analytics

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• S&P Dow Jones IndicescoreStrategic or Co-development Partner · 21 July 2025S&P Dow Jones Indices, a division of S&P Global, announced agreement to acquire ARC Research in July 2025. The acquisition aims to enhance S&P DJI's benchmarks and data solutions for wealth management firms. The deal was expected to close in Q3 2025. This represents a strategic acquisition that would integrate ARC Research's private wealth data analytics capabilities into S&P DJI's broader benchmarking and data solutions offerings.

Scale indicators1 record

Recent moves3 records

Expansion highlights4 records

Direct peers

• eVestment (Nasdaq): Institutional investment analytics platform covering performance, attribution, and peer benchmarking for asset managers and owners. Directly comparable to ARC Research's investment performance and benchmarking data products for wealth and institutional clients.
• Confluence (formerly Investment Metrics): Performance, analytics, and reporting software for investment managers and asset owners. Competes head-on with ARC Research in the investment performance measurement and benchmarking category for wealth and institutional portfolios.
• Mercer Investment Performance Services: Investment performance measurement, reporting, and benchmarking services used by institutional and private wealth clients. Closely mirrors ARC Research's investment performance data and benchmarking proposition.

Broad incumbents

• MSCI: Global provider of indexes, analytics, and investment decision-support tools used across asset owners and wealth managers. Overlaps with ARC Research's benchmarking analytics but operates at a much larger, more diversified scale.
• Morningstar: Provides investment research, data, and analytics widely used by wealth managers and advisors for benchmarking and performance reporting. A broader incumbent that competes for the same enterprise benchmarking budget as ARC Research.
• Bloomberg L.P. Comprehensive financial data, analytics, and portfolio/benchmarking tools offered to wealth and institutional clients. Competes on breadth of data and bundled delivery, overlapping with ARC's performance analytics offering.
• FactSet: Financial data and analytics platform widely adopted by wealth and institutional buy-side firms for performance and benchmarking workflows. Comparable as a data infrastructure competitor in the same enterprise budget envelope.
• FTSE Russell (LSEG): Global index and analytics provider for institutional and wealth clients, with performance benchmarking products that overlap ARC's private wealth benchmarking focus as a broader incumbent.

Emerging players

• Addepar: Technology platform for wealth managers aggregating portfolio data, reporting, and analytics. Adjacent competitor that increasingly incorporates benchmarking functionality relevant to ARC's advisor client base.
• Orion Advisor Solutions: Wealth management technology platform providing performance reporting, analytics, and risk/benchmarking tools to advisors. Adjacent to ARC's financial advisor client use case and an emerging route for benchmarking data delivery.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 ARC Research