About Archway Group
Archway Group is a Technology company based in Indianapolis (United States) founded in 2002, and was acquired by sei in July 2017. Accounting and investment management solutions are developed for wealth firms. It operates on a SaaS (Software-as-a-Service) and Managed Services model. The company has 106 employees. Archway Group has completed 1 acquisition, including Wealthtouch. Archway Group offers products and services including Archway Platform, Archway Client Portal, Consolidated Investment Reporting, Personal Expense Management, and Partnership Administration. Its focus areas include Financials, Wealth Management and Family Office Solutions. Its competitors include CMG, Nirvana Financial Solutions and Backstop Solutions; 3 of its 3 listed competitors have raised funding.
Company details
Comprehensive wealth management technology and outsourced services are offered by Archway Group to family offices, private banks, wealth advisors, and alternative asset managers. Solutions are designed to handle complex accounting, investment data aggregation, and financial reporting operations. The Archway Platform is utilized for effortless recordkeeping, partnership accounting, and performance reporting. Consolidated reporting across asset classes and custodians is enabled, alongside personalized client portals for high-net-worth clients. Services are tailored to simplify intricate ownership structures and capital movements, ensuring transparency in net worth calculations. Both in-house technology use and partnered operations are supported to meet client needs.
- Headquarters Indianapolis, United States
- Employees 106
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website archwaytechnology.net
- Social LinkedIn X
- Acquired by sei (Jul 2017)
- Legal Name Archway Group
- Investors
- Employee Count106
- Investments & Acquisitions
- Acquired bysei
(Jul 2017)
Products & Services of Archway Group
Archway Group offers a comprehensive portfolio of products and services, including Archway Platform, Archway Client Portal, Consolidated Investment Reporting, Personal Expense Management, and Partnership Administration.
Wealth management technology is provided for family offices.
Digital reporting tool is offered for client access.
Investment data aggregation service is delivered to clients.
Bill payment service is provided for personal expenses.
Outsourced accounting service is offered for partnerships management.
Investors in Archway Group
Archway Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include sei.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth and investment management solutions are offered to institutional investors. | 1968 | seic.com | Oaks, United States |
Investor details for Archway Group
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People of Archway Group
22 people are tracked at Archway Group (4 in leadership, 18 in team); the tracked headcount is 106.
| Name | Role | Group |
|---|---|---|
Ryan Laughon | Head of SEI Family Office Services | Leadership |
Eileen W. | Director Of Financial Administration | Leadership |
Mel Roberts | Director Of Product Solutions - SEI Family Office Services | Leadership |
Jennifer Provost | Director, Implementation Consulting | Leadership |
Emily Angle | Senior Fund Accountant | Team |
Thomas Cantrell | Implementation Manager | Team |
Nathan Spurr | Sr. Business Analyst | Team |
Kayleigh Jordan | Business Analyst Ii, Software Design | Team |
Dave Fitch | Product Solutions Manager | Team |
Derek Doti | Software Engineer | Team |
Josh Puccinelli | Implementation Specialist II | Team |
Mark McKinney | Specialist | Team |
Mathias Richardson | Software Developer | Team |
Constance R Walden | Sr Investment Accountant | Team |
Ileana Beltran Perez | Portfolio Operations Specialist | Team |
Marvin Shamuyarira | Manager, Implementation Consulting | Team |
Donelle Hurd | Investment Operations Manager, Portfolio Reconciliation | Team |
B Darrah | Senior Fund Accountant & Operations Analyst II | Team |
Nicholas Kieper | Senior Investment Operations Analyst | Team |
Jeanyce st-Victor | Senior Fund Accountant | Team |
2 more people are available in the full profile.
Complete people profiles for Archway Group
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Investments & Acquisitions by Archway Group
Archway Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Wealthtouch.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Consolidated investment reporting is provided for private wealth advisors. | wealthtouch.com | Denver, United States | 2001 | Nov 2014 | •••• |
Complete acquisition details for Archway Group
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Timeline of Archway Group
3 dated milestones of Archway Group across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Archway Group is founded.
- Acquisition Acquires Wealthtouch.
- Exit Acquired by sei.
Competitors of Archway Group
Archway Group has 3 listed competitors in our database, 3 of them funded. They include CMG, Nirvana Financial Solutions and Backstop Solutions.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| cmgx.io | 2015 | Chicago, United States | $62.5M | Asset management solutions are provided through a capital markets platform. | ||
| nirvanasolutions.com | 2006 | New York, United States | $2.02M | 252 | Portfolio Management solution | |
| backstopsolutions.com | 2003 | Chicago, United States | $20M | 210 | Portfolio management solutions are offered to alternative asset managers. |
Detailed competitors of Archway Group
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Web traffic of Archway Group
The website of Archway Group (archwaytechnology.net) receives about 5.9K visits a month.
- Monthly visits5.9K
▲ 84% vs previous month
Websites whose visitors overlap most with Archway Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| pennyitworks.com | 100% | View details | |||
| investmentaccountmanager.com | 99% | 1.9K | #7,918,693 | View details | |
| poweradvisortools.com | 91% | View details | |||
| burgiss.com | 74% | 27.9K | #1,269,873 | View details | |
| fundcount.com | 72% | 13.1K | #1,871,552 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Archway Group
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Archway Group (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Archway Group
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Frequently Asked Questions about Archway Group
Archway Group was founded in 2002.
Archway Group is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
Archway Group has 106 employees.
Comprehensive wealth management technology and outsourced services are offered by Archway Group to family offices, private banks, wealth advisors, and alternative asset managers. Solutions are designed to handle complex accounting, investment data aggregation, and financial reporting operations. The Archway Platform is utilized for effortless recordkeeping, partnership accounting, and performance reporting. Consolidated reporting across asset classes and custodians is enabled, alongside personalized client portals for high-net-worth clients. Services are tailored to simplify intricate ownership structures and capital movements, ensuring transparency in net worth calculations. Both in-house technology use and partnered operations are supported to meet client needs.
Archway Group's top competitors include Nirvana Financial Solutions, CMG and Backstop Solutions.
Archway Group offers Archway Platform, Archway Client Portal, Consolidated Investment Reporting, Personal Expense Management, and Partnership Administration.
Archway Group has made 1 acquisition, including Wealthtouch.
Archway Group has 1 investor. Key investors include sei.
Archway Group operates through Archway Group.
Yes. Archway Group was acquired by sei in July 2017.