Archway Group
Archway Group is a privately held Indianapolis-based provider of the Archway Platform, a purpose-built family office and fund administration system serving 550+ ultra-high-net-worth families and $850B+ in assets, with a combined subscription software and outsourced accounting model.
- Company typePrivate
- Founded2002
- HeadquartersIndianapolis, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Archway Group does
Archway Group, founded in 2002 and headquartered in Indianapolis, Indiana, is a privately held provider of family office and fund administration technology and services. The company operates the Archway Platform — a proprietary general ledger and book of record purpose-built for ultra-high-net-worth wealth structures — alongside an outsourced services practice staffed by accountants, bookkeepers, and analysts. The platform's defining architectural feature is the unification of the Investment Book of Record (IBOR) and Accounting Book of Record (ABOR) into a single system, eliminating the reconciliation gap that has historically existed between client-facing statements and ledger numbers. Supporting modules include a branded Client Portal, Consolidated Investment Reporting with performance attribution and look-through entity reporting, Family Office Accounting, and Cash and Expense Management. The platform supports 550+ families and $850B+ in assets, including 10 of America's 25 wealthiest families.
Archway's go-to-market is enterprise and consultative: a field sales team engages family offices, multi-family offices, private banks, and private funds through demos and direct outreach, with reference clients concentrated among the top of the U.S. wealth pyramid. The company operates a hybrid revenue model combining annual subscription access to the Archway Platform (recurring SaaS) with professional services revenue from outsourced accounting, fund administration, and cash/expense management. Pricing is custom and quote-based, billed annually, with no public price list. Distribution is direct only — there is no marketplace or channel partner layer — and the offering is positioned as "invisible by design," with the white-label Client Portal enabling client firms to deliver the experience under their own brand.
The business is differentiated by 24 years of domain specialization in family-office complexity, a deep integration footprint (including direct data feeds from custodians and a strategic partnership with Canoe Intelligence for alternative-investment data), and a recurring services attach that materially raises switching costs. The company maintains a small public footprint — eight named leaders across CEO, COO, product, strategy, sales, and client-relations functions — and operates without disclosed external funding, suggesting an internally financed, cash-generative operating model. Geographic footprint is currently U.S.-centric (Indianapolis headquarters with a Dallas presence), and there is no public evidence of AI product capabilities despite active executive commentary on the topic.
Archway Group firmographics
Firmographics- Name
- Archway Group
- Legal name
- Archway Group
- Website
- https://archwaygroup.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Archway Group is a privately held Indianapolis-based provider of the Archway Platform, a purpose-built family office and fund administration system serving 550+ ultra-high-net-worth families and $850B+ in assets, with a combined subscription software and outsourced accounting model.
- Ownership category
- akta.pro rank
Archway Group industry classification
Industry- Product category
- Family Office Software
- NAICS
- Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
- akta.pro secondary industry
- Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)
Keywords
Where Archway Group is headquartered
LocationHeadquarters
- HQ city
- Indianapolis
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Archway Group business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software Platform (Archway Platform): Annual subscription-based access to the Archway Platform providing general ledger, reporting, and data aggregation capabilities for family offices and private wealth managers.
- Outsourced Services: Outsourced partnership and fund administration, financial reporting, investment reporting, cash and payment management, and cash and expense management provided by dedicated accountants, bookkeepers, and analysts.
- Client Portal Access: Branded client portal access for end-clients and family members, delivered under the firm's brand.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing for family offices and financial institutions - custom quote-based |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Archway Group product offering
Product offeringCore offering
Archway Group provides a proprietary family office and fund administration platform (the Archway Platform) that serves as a unified investment book of record and accounting book of record for multi-entity wealth structures. The platform ingests direct data feeds from custodians, supports look-through entity reporting, and delivers branded client portals. The company also offers outsourced accounting, partnership and fund administration, investment reporting, and cash and expense management services staffed by dedicated accountants, bookkeepers, and analysts.
Product overview
Archway Group offers a unified platform-plus-modules architecture centered on the Archway Platform, a purpose-built general ledger and book of record for family offices and private wealth managers. The platform serves as the primary ledger for 550+ families and $850B+ in assets. Supporting modules include the Archway Client Portal (branded client-facing reporting), Consolidated Investment Reporting (performance and attribution), Family Office Accounting (outsourced bookkeeping and payments), and Cash and Expense Management (household payment processing). The Archway Platform integrates the Investment Book of Record (IBOR) and Accounting Book of Record (ABOR) into a single foundation.
Differentiator
Problem solved
Functional benefit
Products and services
- Archway Platform The primary general ledger and book of record platform for family offices. Handles multi-entity wealth accounting, direct data feeds from custodians, look-through entity reporting, and consolidated financial reporting across all asset classes and investment positions. Unifies investment book of record (IBOR) and accounting book of record (ABOR) in one system.
- Archway Client Portal Client-facing reporting portal delivered under the firm's brand. Provides mobile, tablet, and desktop access to reports, statements, and documents drawn from the Archway Platform book of record. Designed to be invisible by design, fully branded to the client firm.
- Consolidated Investment Reporting
Quantifiable outcome
- Elimination of reconciliation gap between IBOR and ABOR
- +2 more outcomes
Companies that use Archway Group
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Archway Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature7 records
Archway Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Canoe IntelligencecoreStrategic partnership for alternative investment data management. Automates transmission of private equity and hedge fund valuations, capital call and distribution data, and subscription/redemption transactions. Partnership began in 2020 with expanded integration development. Canoe covers 42,000 active funds across $8T in AUM/AUA for 325 alternative investor clients. As of March 2024, Canoe has processed 150,000+ documents on behalf of Archway's clients with 24 mutual clients positioned to automate data transmission across 3,400+ alternative investments.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Archway Group competitors and assessment
Company assessmentDirect peers
- Tamarac (by SS&C): Advisor and family office technology suite covering CRM, portfolio accounting, billing, and reporting. Owned by SS&C and competes with Archway for multi-family office and advisory engagements, including multi-entity accounting.
- Eze Software (SS&C Eze): Front-to-back investment management platform from SS&C covering order management, execution, portfolio accounting, and reporting for buy-side firms including family offices and funds. Broad overlap with Archway's accounting and reporting modules.
- Canoe Intelligence: Alternative investment data automation platform extracting documents, capital calls, and valuations from GPs. Archway's strategic integration partner since 2020, but also a comparable capability provider for family office and fund clients.
- iCapital: Alternative investments platform serving family offices, RIAs, and wealth managers with fund data, subscription workflow, and reporting. Direct overlap with the alternative investment data layer Archway obtains through Canoe integration.
- Black Diamond (by SS&C): Cloud-based portfolio accounting, reporting, and rebalancing platform for advisors and family offices owned by SS&C. Competes with Archway on consolidated reporting and performance attribution across multi-entity household structures.
- FundCount: Accounting and investment management software for family offices, fund administrators, and small fund managers. Direct competitor in fund and family-office accounting workflows similar to Archway's outsourced accounting service.
- Addepar: Wealth management technology platform serving advisors, family offices, and private wealth managers with portfolio analytics, reporting, and IBOR-style functionality. Most direct competitor in UHNW platform technology.
- Orion Advisor Tech: Integrated wealth management technology stack including portfolio accounting, reporting, and CRM, serving advisors and increasingly family offices. Broader incumbent with overlapping capabilities to Archway's reporting and accounting modules.
Broad incumbents
- Envestnet: Broad wealth management technology platform offering portfolio management, reporting, and data services to advisors and large institutions. Larger incumbent with overlapping capabilities but at a wider, mass-affluent focus rather than Archway's UHNW niche.
- InvestCloud: Enterprise wealth management platform used by global financial institutions for client reporting, portals, and digital wealth. Larger incumbent offering overlapping white-label portal and reporting capabilities as part of a broader portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Archway Group social profiles
Digital presenceArchway Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Archway Group leadership team
Management profileNumber of profiles
Profiles8 records
Archway Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Archway Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Archway Group
What does Archway Group do?
Archway Group provides a proprietary family office and fund administration platform (the Archway Platform) that serves as a unified investment book of record and accounting book of record for multi-entity wealth structures. The platform ingests direct data feeds from custodians, supports look-through entity reporting, and delivers branded client portals. The company also offers outsourced accounting, partnership and fund administration, investment reporting, and cash and expense management services staffed by dedicated accountants, bookkeepers, and analysts.
Is Archway Group a public or private company?
Archway Group is a private company. It is classified as unknown and is currently operating.
When was Archway Group founded?
Archway Group was founded in 2002. It employs 101 to 250 people.
Where is Archway Group based?
Archway Group is headquartered in Indianapolis, United States, in the North America region.
How does Archway Group make money?
Three revenue lines are on record. Software Platform (Archway Platform) is the primary driver. The others are outsourced Services and client Portal Access.
Who are Archway Group's main competitors?
Direct peers on record are Tamarac (by SS&C), Eze Software (SS&C Eze), Canoe Intelligence, iCapital, Black Diamond (by SS&C), FundCount, Addepar and Orion Advisor Tech. Broad incumbents are Envestnet and InvestCloud.
Does Archway Group have an API?
No public API is recorded for Archway Group.
What industry is Archway Group in?
Archway Group's product category is Family Office Software. Its primary akta.pro industry code is FSAAAMAI, Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms), with a secondary code of FSAAADAG, Philanthropy, Foundations & Grantmaking Advisory. Its NAICS code is 52592 and its SIC code is 6282.