HB Wealth, a top independent fee-only wealth manager, partnered with Arch to reduce its operational load managing private markets portfolios. By gaining access to Arch’s platform, HB Wealth directed automation of document collection and reporting on its private markets holdings over 10,000 and more to bring advisors insight into portfolio performance in private equity, private debt and private real estate.
HB Wealth has over $5 billion of its $30 billion assets-under-management dedicated to private markets and thus is in the top tier of RIAs for private market exposure. The Firm has used Arch to streamline processes such as K-1 and investment statement management, The result has been a dramatic increase in operational efficiency with more effective partnerships with CPAs, clients and internal 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.”
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Driving Efficiency and Eliminating Manual Workflows
Prior to adopting Arch, HB Wealth explored building in-house solutions, including Excel-based workflows and custom internal tools. However, these approaches proved difficult to scale alongside the firm’s expanding private markets program. By transitioning to Arch, the firm has been able to eliminate manual inefficiencies while improving overall operational agility.
Beyond automation, the partnership has delivered notable improvements in service responsiveness and system flexibility—key factors in supporting HB Wealth’s growing investment operations.
“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.”
Supporting Growth and Scalable Client Service
As one of the 50 largest RIA firms in the U.S., HB Wealth serves clients across 48 states through a network of 12 offices. Its offerings span wealth advisory, family office services, and investment management for business owners, executives, multi-generational families, and institutional clients.
The expanded partnership with Arch is designed to support this growth trajectory by providing scalable infrastructure for private markets management. The platform’s capabilities—ranging from K-1 and 1099 collection to capital call automation, reporting, and investment research—enable HB Wealth to maintain high-touch client service while improving operational efficiency.
“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.”
