HB Wealth Taps Arch to Streamline and Scale Private Markets Investment Operations and Reporting

HB Wealth, one of the nation’s leading independent, fee-only wealth management firms, 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.

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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.”

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