Arch – Weekly Recap

Arch is a private markets infrastructure provider focused on helping wealth managers manage alternative investments at scale, and this weekly summary reviews its notable developments. During the week, the company highlighted a new relationship with HB Wealth, one of the 50 largest U.S. registered investment advisors, which oversees $30 billion in assets and runs a private markets platform exceeding $5 billion.

Arch’s technology is being deployed to support HB Wealth’s expanding exposure to private equity, private debt, and real estate, where advisors increasingly view private markets as central to their value proposition. The partnership addresses operational pain points associated with alternatives, including K‑1 processing, capital calls, distributions, and complex reporting requirements that are difficult to manage with manual workflows.

Through this collaboration, Arch is automating document collection and streamlining reporting for more than 10,000 holdings on HB Wealth’s private markets platform. The infrastructure is designed to deliver real‑time visibility into alternative investments, giving advisors and their clients better transparency and control as allocations to private markets grow across the wealth management industry.

Industry survey data cited by Arch indicates that 77% of advisors see private markets as part of their value proposition, but many also report significant operational friction. By addressing these challenges for a large RIA, Arch is demonstrating the scalability of its platform and its potential role as a core infrastructure provider for alternative investments within the advisory ecosystem.

The HB Wealth engagement may strengthen Arch’s positioning in the wealth management segment by validating its ability to handle complex, high‑volume alternatives operations. If similar relationships are formed with other large advisory firms, Arch could further entrench itself in the shift toward institutional‑grade infrastructure in a market where manual processes and spreadsheets are increasingly insufficient.

Overall, the week underscored Arch’s traction in private markets technology, highlighted by the HB Wealth partnership and the company’s focus on solving scale and complexity challenges for advisors allocating more heavily to alternative assets.