Our Story

We're the record-keeper for the families, funds and institutions whose numbers span generations.

Archway was founded in 2002 by practitioners who needed a solution that didn't exist yet, and decided to build it themselves. Twenty-four years later, we've expanded to support the full set of needs for a middle and back office — across family office, fund and institutional operations alike.

WHY THIS EXISTS

Everyone was retrofitting on borrowed foundations. No one was building the foundation itself.

In 2002, even the largest family offices and alternative asset managers were running their books on a combination of corporate accounting software, bank statements and Excel. Portfolio reporting sat on top as a separate product. Aggregation sat on top as a separate product. Everyone was building on borrowed foundations. No one was building the foundation itself.

A principal would see one number on the report and another in the book of record, and have to decide which one to act on — and every decision downstream of that choice, from distributions, capital calls, allocations and tax filings to trusts and estate plans, would compound from an answer that couldn't be true. When the ledger and the reports don't agree, decision is provisional.

The Archway platform was built to make the book of record and the reporting match. One general ledger beneath the aggregation, the reporting and the client statement. The ledger doesn't feed a reporting layer — it is the financials layer. Nothing to reconcile, because it's a single data foundation to begin with.

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“When the ledger and the reports don't agree, every decision taken on top of them is provisional.”

The problem Archway was built to solve — 2002

HOW WE WORK

Software without operators is half a solution. Operators without software is half a business.

Archway was built by a team that had tried every version of the solution — licensed software with gaps, outsourced services without visibility, patchwork stacks held together by the head of accounting. Each one had fallen short. The only way to close the gaps was to own the whole stack — paired with the white-glove service the work requires.

THE SOFTWARE WE BUILD

A general ledger built for investment structures from scratch — not a retrofitted corporate general ledger. Every trust, every partnership, every fund, reconciled to the same book of record.

THE SERVICES WE RUN

Outsourced portfolio and investment reporting, cash and expense management, financial reporting, partnership and fund administration — provided by a dedicated team that uses the same platform clients use themselves. Not a contact center. Accountants and bookkeepers doing the work alongside you, or instead of you.

THE RELATIONSHIPS WE KEEP

The clients who signed 15+ years ago are still clients today. Their children are on the platform. That kind of continuity only happens when the platform, the team and the relationship meet the highest standards.

Leadership

The stewards of the foundation.

Archway's leadership continues the standard the company was built on. The team holding it has spent years inside the operations our clients run now.

Anthony Abenante

Chief Executive Officer

Anthony Abenante is Chief Executive Officer of Archway Group, where he leads the company's strategy, operations, and ongoing investment in technology and client service. Throughout his 37-year career, Anthony has built and led global financial technology and capital markets businesses, helping organizations scale and modernize through periods of significant change. Today, he is focused on advancing Archway's mission: helping family offices and wealth management providers simplify complexity through integrated accounting, reporting, and operations.

Dan Berg

Chief Technology Officer

Dan Berg is Chief Technology Officer of Archway Group, where he leads the continued evolution of the company's technology platform. Over a career spanning more than three decades, he has helped financial technology organizations design, build, and scale enterprise software and data platforms serving sophisticated investment organizations. Dan combines deep technical expertise with a practical understanding of client needs to ensure Archway's technology continues to support the complex accounting and operational requirements of modern family offices.

Daniel Sanders

Chief Financial Officer

Daniel Sanders is Chief Financial Officer of Archway Group, where he oversees the company's financial strategy, planning, and business operations. Bringing more than 30 years of leadership experience, Dan has guided software and technology organizations through growth, acquisitions, and organizational change. His focus is on building a financially strong organization that enables Archway to continue investing in the people, technology, and services clients depend on.

Ethan Wishnick

Chief Operating Officer

Ethan Wishnick serves as Chief Operating Officer of Archway Group, where he leads the company's operations, go-to-market execution, and client experience. With nearly two decades of leadership experience across financial technology and SaaS businesses, Ethan has helped organizations accelerate growth, scale operations, and deliver exceptional client outcomes. He works closely with teams across the business to ensure Archway continues to provide the operational expertise, technology, and service clients rely on to manage increasingly complex financial operations.

megan greer profile image

Megan Greer

President, Private Capital Administration

Megan Greer is President of Private Capital Administration at Archway Group, where she leads Archway's accounting, reporting, and operational services for family offices, multi-family offices, private banks, and private funds. She brings more than two decades of fund administration and alternative investment operations experience, built across startups, private funds, large financial institutions, and fintech. Megan is focused on bringing that breadth to Archway's clients, pairing experienced people and proven process with technology built for the realities of modern investment operations.

Richard Griffith

Chief Revenue Officer

Richard Griffith is Chief Revenue Officer of Archway Group, where he leads business development and client engagement across the organization. Drawing on leadership experience spanning financial services, capital markets, and enterprise technology, he partners with family offices and investment organizations to help them address increasingly complex accounting and operational needs. Richard is committed to building trusted relationships and delivering an exceptional client experience from the very first conversation.

Meet the Leadership

TRUSTED ACROSS GENERATIONS

We don't measure ourselves in years. We measure ourselves in generations and vintages.

Our clients have been with us for nearly two decades. In that time, principals have retired, CFOs have turned over, funds have closed and opened, and the generational wealth transfer continues. The book of record has stayed with us through all of it.

That's what continuity looks like when the platform is the foundation. Not a vendor relationship. Not a software subscription. A record that follows the client through the decisions that define their institution, their fund or their family.

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LOOKING FORWARD

The next generation inherits the foundation the last one built on.

The complexity our clients navigate today would be unfamiliar to the team working on Archway's first book of record in 2002. Asset classes have multiplied. Reporting standards have sharpened. Regulatory expectations have widened. And the individuals who come next — whether they're inheriting a family's wealth, running a successor fund, or taking over a bank's private client division — expect a foundation that can keep pace with all of it.

What stays the same is the foundation. The book of record has to reconcile. The numbers have to be right. The team on the phone has to understand the structure. We've held that standard for twenty-four years — and we'll continue to hold it for whoever comes next.