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Announcement

Archway Family Office Services

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OAKS, Pa.

SEI Acquires Archway Technology Partners

SEI Expands Its Footprint in Family Office Services Arena With Acquisition of Archway Technology Partners

July 5, 2017

SEI (NASDAQ:SEIC) today announced it has acquired Archway Technology Partners, LLC, (“Archway”) a major provider of operating technologies and services to the family office industry and the institutions who service that market. The move further establishes SEI as a leading player in the family office segment, addressing additional verticals, including institutions, investment advisors, private banks, hedge funds, and private equity funds.

“This announcement represents a modest shift in SEI’s long-held belief in purely organic growth. We believe there is value in growing through carefully considered strategic acquisitions that add to our expanding geographic footprint, market reach, platform functionality and expertise,” said Alfred P. West, Jr., Chairman and CEO of SEI. “Archway’s stellar reputation in the family office industry, market-leading solutions, and talented, client-oriented employees make them a valuable addition to SEI, and we look forward to welcoming the Archway team into our culture and company.”

“Archway’s specialized technologies and deep knowledge of the private wealth services industry give us a more powerful, differentiated solution to a $7 trillion global family-office market that has been underserved by legacy service providers,” said Steve Meyer, Executive Vice President of SEI and Head of SEI’s Investment Manager Services division. “SEI’s operating solutions, enhanced by Archway’s capabilities, will help family offices, institutions, wealth managers, and asset owners better navigate this new operational frontier and service their clients more effectively.”

The acquisition expands SEI’s position to become the market leader in the single and multi-family office services arena, a segment in which Archway had been the dominant service provider. Archway’s reputation for its innovative technology and next-generation solutions were recently recognized by industry participants by winning in three categories at the 2017 Family Wealth Report Awards.

“Joining SEI will help us provide the next level of institutional-quality, state-of-the-art solutions to the family office and wealth management marketplace,” said Jason Brown, CEO of Archway. “SEI’s market focus and commitment to the broader asset management segments aligns directly with, and is uniquely complementary to, our focus on providing services to the family office, high-end wealth advisory, and institutional wealth management segments. Our two organizations also share a strong service ethic and culture of innovation that are perfectly suited to our unique and demanding client base. We are excited to be a part of the SEI family and look forward to the expanded opportunities that lie ahead for our combined organization.”

More from the newsroom

Recent announcements and media coverage.

Announcement

August 18, 2026

Archway Marks Full Independence

Company unveils a refreshed brand and website reflecting its evolution as a technology and services partner to family offices, private banks, and private funds

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INDIANAPOLIS, August 18, 2026 — Archway Group, a leading technology and services partner for wealth management backed by Aquiline, recently marked its full operational independence by completing its transition away from SEI. The milestone arrives alongside a materially refreshed identity, website, and direction, further positioning Archway to serve as the foundation for increasingly complicated wealth management.

Clients across single- and multi-family offices, private banks, and private funds are managing more generations, entities, alternative investments, and varied ownership structures. Consequently, they have higher expectations for timely and accurate reporting. Archway's model pairs dedicated accounting and operations teams with an integrated technology platform built to meet those demands directly. Independence gives Archway direct control over its roadmap, with the ability to invest, build, and innovate at the pace its clients' needs demand.

“In thirteen months, our team has built Archway into an independent company in full control of its own path,” said Anthony Abenante, CEO of Archway. “Clients are managing more intricate structures along with higher expectations around governance, control, and transparency every year. We've engineered Archway to be the foundation they stand on, and evolve with, as that complexity grows; this independence will facilitate our ability to move faster and build further on their behalf.”

Throughout this transitional period, Archway has also continued to grow and is now supporting more than 550 multi-generational families and over $850 billion in assets. Overall, the company boasts more than two decades of experience serving the accounting, reporting, and operational needs of its clients.

“What differentiates Archway is the way our accounting expertise, technology, and client support model work together,” said Ethan Wishnick, COO of Archway. “Clients aren't simply looking for reports. They need confidence that the underlying books, structures, workflows, and outputs are connected, accurate, and supported by people who understand their operating environment. Now, that's all running on a modern infrastructure adapted to their needs.”

Archway's technology and service capabilities include: the Archway Platform, Archway Client Portal, Consolidated Investment Reporting across public and alternative holdings, Family Office Accounting Services (including partnership and multi-entity accounting), Cash and Expense Management, Fund Administration, and Carried Interest Administration.

To start a conversation with Archway's team, visit: archwaygroup.com/contact.

About Archway Group

Archway is a technology and services partner for wealth management, serving as the foundation clients rely on as their investment structures and reporting needs evolve. The company combines the Archway Platform and Archway Client Portal with dedicated accounting and operations teams to support Consolidated Investment Reporting, Family Office Accounting Services, Cash and Expense Management, Fund Administration, Carried Interest Administration, and related operational needs across single- and multi-family offices, private banks, and private funds. Archway supports more than 550 families and over $850 billion in assets, with more than two decades of experience.

For more information, visit archwaygroup.com.

Media Contact:

Carly Harrison

charrison@archwaygroup.com

+1 317-420-7695

Announcement

October 15, 2025

Arch and Archway Group Partner to Enhance Alternative Investment Management

Integration of leading family office technology platforms will streamline reporting and private investment management workflows for ultra-high-net-worth (UHNW) investors

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Arch, a modern platform for tracking private markets investments, and Archway Group, a leading provider of technology and outsourced services to single- and multi-family offices, today announced a strategic partnership aimed at delivering a unified, end-to-end solution for UHNW investors and their advisors. This collaboration integrates Arch’s alternative investment data into Archway’s robust accounting and reporting platform, providing greater visibility into a client’s portfolio across both private and public investments.

As global alternative investments approach a projected $29.2 trillion in 2029, there is a clear demand for modern reporting tools that simplify private investment management. This partnership brings together two client-centric firms to provide investors with a consolidated view of investment data, streamlined accounting and reporting, as well as access to real-time portfolio insights through a secure, all-in-one portal.

“Archway is one of the most established and respected providers of accounting and portfolio reporting software in the industry,” said Ryan Eisenman, co-founder and CEO of Arch. “We’ve long served many of the same multibillion-dollar family office clients, and it’s clear that the new Archway management team shares our commitment to delivering an exceptional experience for family offices, private banks, private wealth teams and alternative asset managers. This partnership represents an opportunity to bring the market a fully integrated alternative investments workflow, reporting and accounting solution designed to empower both capital allocators and operations teams.”

Archway supports nearly 600 UHNW families, including 10 of the wealthiest 25 families in the U.S., with over $750 billion tracked across complex portfolios, trusts and operating entities. By consolidating data across investment portfolios, trusts, operating businesses, real estate and personal accounts, Archway enables clients to achieve greater levels of operational efficiency and improved decision-making. By integrating with Arch, Archway’s clients will be able to gain a more comprehensive view of portfolio performance and access deeper analytics on alternatives.

“With decades of heritage as a trusted leader in family office technology and services, Archway is committed to delivering the most advanced and reliable platform in the market,” said Anthony Abenante, CEO of Archway Group. “Our partnership with Arch marks a pivotal evolution, bringing simplicity and clarity to ultra-high-net-worth investors by providing a true 360-degree view of their portfolios. Arch is among the most innovative technology firms today, and together we are breaking down legacy silos to unify accounting, investment data aggregation and reporting into a single, seamless platform. Our mission is clear: to be the trusted ‘single source of truth’ that empowers investors with sharper insights and smarter decisions.”  

The partnership advances Arch’s mission to become the “Schwab for alternatives”—a single, intuitive platform replacing the thousands of clicks and countless hours once required to manage private investments.  

“We see Arch and Archway as two parts of the same whole: both integral pieces of our investment management database,” said Brian Lynch, senior investment analyst at Fingerboard Family Office, a joint user of Arch and Archway. “It’s exciting to see that same view expressed through this formal partnership, which we expect will save us crucial time and open the door to smarter, more connected ways of working across both platforms.”

Arch and Archway’s integrated platform is currently being rolled out to joint clients in an initial beta phase, with full availability anticipated later in the fourth quarter. For more information about Arch, and to receive a walk-through of the platform, please email hello@arch.co. To explore Archway’s technology platform and outsourced services, please email sales@archwaygroup.com.

About Arch

Arch is the first Alternatives Management Platform, streamlining the entire lifecycle of alternative investing — from logging into portals and collecting K-1s to automating capital calls and delivering real-time reporting. With Arch, investors gain on-demand reporting, real-time insights and visibility across their private equity, venture capital, hedge funds, real estate and other private investments. Arch supports $275 billion in private assets across 480 leading allocators, including 180 single family offices, 100 RIAs and multi-family offices, four of the top 20 global banks, seven of the top 20 accounting firms, as well as prominent fund administrators, law firms, and institutions.

To learn more or request a demo, visit arch.co/contact. Follow Arch on X (@gotk1s) or LinkedIn or visit us in our New York City headquarters for more information.

Announcement

July 30, 2024

Archway and Canoe Intelligence Power Future of Alternatives Data Management through Expanded Relationship

Integration Enhances Operational Efficiency and User Experience for Family Offices

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Archway and Canoe Intelligence (Canoe) today announced an enhanced integration that automates the transmission of private equity and hedge fund valuations, as well as private equity call and distribution data, to improve operational efficiency for family offices using the Archway Platform.

With global alternative assets expected to hit $23 trillion by 2027,1 family offices allocated 42% of their investment portfolios to alternative assets in 2023.2 However, as the demand for alternative assets has grown, single family offices have been challenged with manual data management workflows, resulting in inefficient data aggregation, accounting, and reporting that can be error-prone. By automating data transmission and ensuring data consistency, this integration streamlines the accessibility and integration of alternatives data to maximize operational efficiency and empower family offices to make confident decisions.

The enhanced integration introduces a new data channel that makes it easier for the Archway Platform users to collect, aggregate, and analyze their alternative asset data. By leveraging the connectivity of these two platforms, mutual clients are able to:

  • Automate fund and allocation-level data gathering: Streamlined extraction, validation, and delivery of fund and allocation-level data helps ensure accurate and reliable data is transmitted from Canoe to the Archway Platform.
  • Improve processing of alternative asset pricing and capital transactions: Automated processes reduce time spent on historically manual tasks, including inputting valuation data and booking capital calls and distributions, helping safeguard data integrity and reliability and improving workflow efficiency.
  • Streamline alternative investment reporting processes: Readily available alternative asset data allows for enhanced investment activity, allocation, and performance reporting that are accurate, relevant, and on time.

Mike Muniz, Chief Revenue Officer at Canoe Intelligence, said:

“As family offices and wealth managers increase their allocations to alternatives, they need technology that paints a more detailed, accurate picture and provides greater control over investment document workflows. We’re excited for this evolution of our strategic partnership with SEI as we work together to power the future of wealth by making alternative asset data more efficient and actionable.”

Since the beginning of the strategic partnership, Canoe has processed more than 150,000 documents on behalf of SEI’s clients and positioned 24 mutual clients to automate data transmission across more than 3,400 alternative investments. The integration is one of several alternative asset-specific features of the SEI Archway Platform focused on enhancing the user experience through reporting, operational efficiency, data connectivity, and integrations.

1‘The Future of Alternatives in 2027,” Preqin, 2024.

2“Global Family Office Report,” UBS, 2024, pp. 10.