HB Wealth, one of the nation’s leading independent, fee-only wealth management firms, today announced the expansion of its partnership with Arch to simplify the operational complexities of managing its private markets portfolios. HB Wealth uses Arch to automate document collection and reporting across 10,000+ holdings, giving its advisors real-time visibility into portfolio performance for private equity, private debt, and private real estate investments.
With more than $5 billion of its $30 billion in assets under management (AUM) dedicated to private markets, HB Wealth is among the top fifth of RIAs by private markets exposure, a distinction that reflects both the firm’s scale and its long-standing expertise. With Arch, HB Wealth has streamlined document collection and reporting, including K-1s and investment statements, reducing the administrative burden associated with thousands of documents and supporting more efficient collaboration with CPAs, clients, and their broader advisory teams.
“Private markets have long been a central component of our investment strategy,” said Sean Hendler, Director, Performance Reporting at HB Wealth. “Before implementing Arch, managing the fragmented information associated with these holdings was extremely time-intensive, and as our portfolios continue to grow, that challenge has increased accordingly. Arch has been critical in helping us streamline this process and manage the complexity efficiently at scale.”
Prior to Arch, HB Wealth explored building a solution of its own, attempting everything from Excel-based workflows to internal tools, before concluding that no internal solution could scale alongside the firm’s growing private markets program. Beyond the time savings and efficiencies gained through the partnership, Hendler notes that the Arch team’s responsiveness and client service has been a key differentiator.
“Arch combines a strong technology platform with equally great service,” said Hendler. “The team is incredibly responsive and nimble, and moves quickly to meet our needs to deliver functionality that leads to better portfolio management. Our partnership has not only enabled us to provide a higher level of service to our clients, but also achieve greater efficiency within our investment team.”
HB Wealth is one of the 50 largest RIA firms in the country, serving clients across 48 states from its 12 offices in six states. The firm provides comprehensive wealth advisory, family office, and investment management services to a wide range of clients, including business owners and entrepreneurs, corporate executives, multi-generational families, and institutions.
“As HB Wealth strategically expands its geographic footprint, we’re thrilled to provide a solution that scales as fast as their ambition, driving margin expansion and high-touch client services as they grow,” said Ryan Eisenman, Co-Founder and CEO of Arch. “Independent advisors use private markets as a tool to provide diversification, higher returns, and differentiation for their clients; they then encounter the increased work it takes to make, manage, and understand alternative investments. HB Wealth has leveraged a large suite of Arch solutions, covering K-1 collection, 1099s, capital call automation, CPA access, reporting, and investment research for evaluating new opportunities. We look forward to continuing to co-develop client-centric solutions with the HB Wealth team.”
For more information on HB Wealth, please visit hbwealth.com. For more information or to request a walk-through of the Arch platform, email hello@arch.co.
About HB Wealth
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $29 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
About Arch
Arch is AI applied to private markets, streamlining the entire lifecycle of alternative investing— from logging into portals and collecting K-1s to automating capital calls and delivering information dense reporting. With Arch, investors gain on-demand data, real-time insights and visibility across their private equity, venture capital, hedge funds, real estate and other private investments. Arch supports $460 billion in private assets across 575 leading allocators, including fortune 100 institutional allocators, four of the top-20 banks, and eight of the top 20 accounting firms. To learn more or request a demo, visit www.arch.com, find us on LinkedIn, or visit us in our New York City headquarters.
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