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Archway - About the company

Archway is an acquired company based in Indianapolis (United States), founded in 2002. It operates as a Wealth management solutions for family offices and financial institutions. The company has 230 active competitors, including 27 funded and 25 that have exited. Its top competitors include companies like CMG, Oxane Partners and Chronograph.

Company Details

Wealth management solutions for family offices and financial institutions. They provide software and service solutions designed to handle accounting, investment data aggregation, and financial reporting. The platform offers consolidated investment reporting, personal expense management, and partnership administration. They bring together complex accounting and investment detail to deliver comprehensive financial reporting. Their technology-backed solutions help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients. They offer a digital client reporting tool and data aggregation service. They simplify complexity by untangling nested ownership and handling sophisticated partnership accounting operations. The platform features customizable reports and a secure, mobile client portal. They offer wealth management technology and outsourced service solutions.
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Key Metrics
Founded Year
2002
Location
Indianapolis, United States
Stage
Acquired
Ranked
Employee Count
158 as on Apr 30, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by SEI (Jul 05, 2017)

Archway's acquisition details

Archway got acquired by SEI on Jul 05, 2017 at an acquisition amount of $*****.
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Archway's funding and investors

Archway has not raised any funding rounds yet.

Archway's founders and board of directors

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Archway's employee count trend

Archway has 158 employees as of Apr 26. Here is Archway's employee count trend over the years:
Employee count trend for Archway
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Archway's Competitors and alternates

Top competitors of Archway include CMG, Oxane Partners and Chronograph. Here is the list of Top 10 competitors of Archway, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for CMG
CMG
2015, Chicago (United States), Series C
Platform offering asset management solutions
$62.5M
60/100
2nd
Logo for Oxane Partners
Oxane Partners
2014, London (United Kingdom), Seed
Provider of tech-driven solutions for private credit portfolio management
$321K
57/100
3rd
Logo for Chronograph
Chronograph
2016, Brooklyn (United States), Series A
Cloud-based portfolio management solutions for private market investors
-
56/100
4th
Logo for Maybern
Maybern
2021, New York City (United States), Series B
Portfolio management solution for private funds
$75.9M
55/100
5th
Logo for Cognitive Credit
Cognitive Credit
2017, London (United Kingdom), Series B
Provider of credit market data and analytics for investors
$18.1M
54/100
6th
Logo for Portfolio BI
Portfolio BI
2017, New York City (United States), Series A
Portfolio management solutions for private investors & asset managers
$6M
52/100
7th
Logo for Omega Point
Omega Point
2013, San Francisco (United States), Series A
Investment intelligence platform empowering better decisions with data and AI
$3.17M
51/100
8th
Logo for Nirvana Financial Solutions
Nirvana Financial Solutions
2006, New York City (United States), Acquired
Portfolio Management solution
$2.02M
50/100
9th
Logo for Asseta
Asseta
2023, New York City (United States), Seed
Asseta | The Intelligent Family Office Suite™
$4.2M
49/100
10th
Logo for Preqin Solutions
Preqin Solutions
2005, London (United Kingdom), Acquired
Portfolio Management solution for Private Equity firms
-
-
49/100
20th
Logo for Archway
Archway
2002, Indianapolis (United States), Acquired
Wealth management solutions for family offices and financial institutions
-
-
41/100
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Archway's Investments and acquisitions

Archway has acquired Wealthtouch. Archway has not made any investments as of now.

Reports related to Archway

Here is the latest report on Archway's sector:

News related to Archway

Media has covered Archway for 1 event in last 1 year, It was about partnerships.
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