According to a recent LinkedIn post from Arch, the company is working with HB Wealth, described as one of the 50 largest U.S. registered investment advisors with $30 billion in assets under management and a private markets platform exceeding $5 billion. The post cites Blackstone’s “Advisor Pulse – Spring 2026” survey noting that 77% of advisors view private markets as part of their value proposition, while highlighting operational challenges such as K‑1s, capital calls, distributions, and reporting.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
The post suggests that Arch is providing infrastructure to HB Wealth to automate document collection, streamline reporting, and deliver real‑time visibility across more than 10,000 holdings in private equity, private debt, and real estate. For investors, this partnership may indicate growing demand for Arch’s technology among large RIAs, potentially supporting recurring revenue opportunities and strengthening Arch’s positioning as an infrastructure provider for alternative investments within the wealth management market.
As described in the post, the ability to manage scale and complexity in private markets could be a key differentiator for Arch as advisors increase allocations to alternatives. If Arch can replicate similar relationships with other large advisory firms, its role in the broader shift toward institutional‑grade infrastructure in wealth management could enhance its competitive standing and long‑term growth prospects in a market where manual processes and spreadsheets are reaching their limits.