How Fintech Arch Secures $52M in Series B Funding to Revolutionize Private Market Investment Platforms
Fintech Arch has raised $52 million in a Series B funding round led by Oak HC/FT to accelerate its mission of modernizing private market investment infrastructure. This capital infusion enables Arch to scale its AI-powered Alternatives Management Platform, eradicate operational friction across capital calls and K-1 processing, deliver real-time portfolio insights, and expand into new institutional and secondary market workflows. In the sections that follow, we will explain Arch’s origins and core technology, introduce the lead and participating investors, demonstrate how Arch tackles back-office challenges, examine the impact of its AI capabilities, showcase use cases for institutional and wealth management clients, assess broader trends in fintech funding and alternative investments, and outline Arch’s strategic roadmap post-Series B.
Arch Raises $52M Series B Funding
What Is Arch Fintech and Its Role in Private Market Investment Technology?
Arch is a digital administration platform founded in 2018 that provides an AI-powered operating system for private market investing. By unifying disparate data sources—ranging from fund portals and email attachments to legacy spreadsheets—Arch automates manual tasks and centralizes financial reporting. For example, a venture capital firm using Arch can consolidate LP capital call notices, automate K-1 generation, and monitor fund performance on a single secure dashboard, dramatically reducing cycle times and human error.
Who Founded Arch and What Is Its Mission in Wealth Management Fintech?
Arch was co-founded by Jason Trigg, Joel Stein, and Ryan Eisenman with the mission of eliminating operational friction in private market administration. Drawing on experience at leading asset managers, the founders sought to deliver a secure, scalable platform that empowers institutional investors, family offices, and wealth managers to focus on strategic decision-making rather than back-office tasks. This commitment to operational excellence sets the stage for Arch’s AI-driven innovations.
How Does Arch’s AI-Powered Alternatives Management Platform Work?
Arch’s Alternatives Management Platform ingests raw data from fund portals, custodian reports, and email communications. Machine learning models classify and extract financial line items—such as capital calls, distributions, expenses, and K-1s—then normalize and store them in a centralized ledger. A real-time analytics engine generates on-demand performance reports, waterfall calculations, and liquidity forecasts. Behind each of these steps, AI continuously refines extraction accuracy by learning from user corrections, ensuring data quality improves over time.
What Key Features Differentiate Arch’s Private Market Investment Platform?
Below is a concise overview of Arch’s core capabilities, illustrating the mechanisms that deliver tangible benefits for private market investors:
Who Are the Key Investors Behind Arch’s $52M Series B Funding Round?
Arch’s $52 million Series B round attracted leading fintech and growth equity investors drawn to its potential to transform private market infrastructure. The infusion underscores confidence in Arch’s AI-first approach and its strong product-market fit.
What Is Oak HC/FT’s Investment Thesis in Fintech and Private Markets?
Oak HC/FT, as the lead investor, targets technology-enabled companies that address complex operational gaps in healthcare and financial services. Oak HC/FT invests in firms with scalable software solutions that deliver measurable cost savings and data-driven decision support. Arch’s AI-powered platform aligns perfectly with this thesis by streamlining multi-asset reporting and automating back-office workflows at scale.
Oak HC/FT’s Investment Strategy
Which Venture Capital Firms Participated in Arch’s Series B Round?
Below is a comparative view of the participating firms and their strategic contributions:
How Will Arch Use the Series B Funding to Expand Its Platform and Market Reach?
Arch plans to allocate the Series B proceeds across three strategic pillars:
- Product Development – Accelerate AI research and launch new modules for secondary market transactions and advanced compliance reporting.
- Enterprise Sales – Scale commercial teams to onboard institutional investors, family offices, and wealth managers.
- Global Expansion – Establish partnerships and localize the platform for Europe and Asia to meet cross-border investment needs.
How Does Arch’s Platform Address Operational Friction in Alternative Investments?
Arch’s platform directly tackles the most pressing challenges facing private market investors by automating data flows, standardizing processes, and enhancing transparency across portfolios.
What Are the Challenges of Private Market Data Aggregation and Reporting?
Private market investors grapple with:
- Fragmented data from multiple fund portals and custodians
- Manual reconciliation of distributions, expenses, and tax documents
- Delayed performance insights and waterfall calculations
- High error rates in spreadsheet-based workflows
How Does Arch Automate Capital Calls and K-1 Collection with Arch Pay?
Arch Pay streamlines two core administrative workflows:
- Automated Capital Call Notices – Generates and distributes customized funding requests via secure channels.
- K-1 Document Assembly – Collects, validates, and consolidates partner tax documents for review and e-filing.
By handling notifications, payment tracking, and document management, Arch Pay reduces administrative overhead by up to 70 percent, enabling teams to redeploy resources toward analysis.
In What Ways Does Arch Enhance Real-Time Portfolio Visibility for Investors?
Arch delivers live portfolio dashboards that:
- Aggregate NAVs, cash balances, and commitment schedules across funds and accounts
- Drill into performance attribution, vintage cohort analysis, and IRR calculations
- Trigger anomaly alerts when actuals deviate from projections
- Provide investor-facing portals with tailored reporting
This transparency accelerates decision-making and improves alignment between GPs and LPs.
What Impact Does Arch’s AI Technology Have on Private Market Investing and Wealth Management?
Arch’s AI-centric architecture not only automates routine tasks but also drives strategic insights that inform investment decisions and risk management.
AI Trends in Wealth Management
How Does AI Streamline Alternative Asset Management Processes?
Artificial intelligence in Arch:
- Extracts – Uses natural language processing to identify and categorize financial events.
- Normalizes – Applies machine learning to map varied data formats to a unified schema.
- Analyzes – Leverages predictive models to forecast cash flows and taxation events.
This end-to-end automation reduces manual reconciliation by up to 80 percent and accelerates report generation from days to minutes.
What Real-Time Data and Insights Does Arch Provide for Private Equity and Venture Capital?
Key insights include:
- Vintage performance benchmarks and peer comparisons
- Distribution water-fall modeling and hurdle rate tracking
- Tax liability projections and K-1 readiness indicators
- Liquidity forecasts under multiple market scenarios
These actionable analytics guide both portfolio managers and wealth advisers in optimizing allocation and timing decisions.
What Is the Future Outlook for AI in Wealth Management Fintech Solutions?
AI adoption in wealth management is set to deepen through:
- Hyper-personalized reporting based on investor preferences and risk tolerance
- Predictive compliance that flags regulatory changes and automatic filings
- Natural language interfaces enabling conversational data queries
- Decentralized data sharing using secure protocols for cross-platform integration
Arch’s roadmap aligns with these trends, positioning the platform at the forefront of next-generation wealthtech.
How Does Arch Empower Institutional Investors, Family Offices, and Wealth Managers?
Arch’s flexible platform adapts to diverse investor profiles, offering tailored workflows, permissioning, and reporting to meet unique operational requirements.
What Benefits Do Institutional Investors Gain from Using Arch’s Platform?
Institutional investors benefit through:
- End-to-end operational efficiency and reduced headcount requirements
- Improved data integrity for fiduciary and audit processes
- Cohesive oversight of multi-manager portfolios and co-investment vehicles
- Faster onboarding of new funds and investor cohorts
These advantages translate into lower operational risk and enhanced scale.
How Does Arch Support Large Private Wealth Teams and Family Offices?
Family offices and private wealth teams leverage Arch to:
- Centralize multi-asset class holdings—including real estate and hedge funds—into one view
- Customize reporting dashboards for different family branches or stakeholder groups
- Schedule automated deliverables such as quarterly statements and tax packages
- Collaborate securely across internal and external advisors
This tailored support fosters transparency and governance across complex wealth structures.
Are There Case Studies Demonstrating Arch’s Impact on Private Market Operations?
An anonymized family office reduced quarterly reporting time from three days to under two hours using Arch.
A multi-product fund administrator scaled client onboarding by 150 percent in one year by automating data ingestion and distribution processes.
These examples illustrate measurable efficiency gains and positive client feedback that reinforce Arch’s value proposition.
What Are the Current Trends and Market Insights in Fintech Funding and Alternative Investments?
Understanding the broader context of fintech investment and the alternatives market highlights the timing and potential of Arch’s Series B raise.
How Is the Global Alternatives Market Growing and What Does It Mean for Arch?
Private Markets Growth and Outlook
What Are the Recent Trends in Fintech Investment Volume and Deal Sizes?
Despite a 20 percent year-over-year drop in deal count during 2024, average fintech deal size grew by 33 percent to $4 million. Investors are concentrating on fewer but more mature companies with proven traction. Arch’s Series B reflects this shift toward backing platforms with demonstrated growth and sticky customer bases.
Fintech Funding Trends in 2024
How Is Wealth Management Technology Driving Democratization of Private Investments?
Advancements in digital platforms, fractional ownership products, and secure data sharing are broadening access to private equity and venture capital for non-institutional investors. Tools that simplify subscription documents, automate compliance, and deliver transparent performance reports are crucial to this democratization trend. Arch’s user-friendly interface and robust security framework position it as a key enabler of wider participation in alternative asset classes.
What Is Arch’s Future Vision and Roadmap After Securing Series B Funding?
With fresh capital, Arch is poised to extend its platform capabilities, enter new markets, and cement its role as the operating system for private market investing.
What Product Enhancements and New Features Are Planned for Arch’s Platform?
Arch has announced plans to incorporate:
- Secondary Market Module – Enabling transaction execution and settlement for private equity stakes.
- Advanced Compliance Engine – Automated tracking of regulatory changes and integrated filing workflows.
- Natural Language Query – AI-powered chat interface for on-demand data insights.
- Expanded Integrations – Connectors to ERPs, treasury systems, and custodians worldwide.
How Might Arch Expand Into Secondary Market Transactions and Institutional Growth?
By adding secondary market capabilities, Arch will support buy-side and sell-side workflows, including price discovery, bid management, and settlement tracking. Combined with multi-jurisdictional localization, this expansion will unlock new revenue streams from brokering and advisory services tailored to institutional clients and family offices seeking liquidity solutions.
What Insights Has CEO Ryan Eisenman Shared About Arch’s Growth Strategy?
Arch CEO Ryan Eisenman emphasizes a “platform-first” mentality, prioritizing open APIs and modular architecture that allow clients to adopt features incrementally. He highlights a data-centric approach that turns operational data into strategic intelligence, and envisions partnerships with fund administrators and custodians to create an integrated ecosystem for private markets. This vision underscores Arch’s commitment to long-term collaboration and continuous product innovation.
Arch’s $52 million Series B funding milestone not only validates its AI-driven approach to private market operations but also accelerates a roadmap that promises deeper automation, broader market access, and richer data-driven insights. Institutions, family offices, and wealth managers ready to transform their alternative investment workflows can request a demo today to explore how Arch’s platform delivers efficiency, transparency, and growth potential.