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.
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.
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.
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.
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 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.
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.


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.
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