Arch, the automated infrastructure layer powering private markets, has entered into an expanded, multi-year strategic partnership with national wealth management and financial planning firm Mercer Advisors, Inc.
The collaboration provides institutional-grade operational scale across alternative investment workflows while eliminating structural operational risk. Since launching the initial rollout in early 2025, the automated infrastructure deployment has enabled Mercer Advisors to save over 7,000 hours per year, reducing the firm’s direct operational overhead for managing private market client holdings by 40%.
Under the expanded engagement, Arch’s enhanced alternative data management platform will continue orchestrating ongoing portfolio monitoring, liquidity roadmaps, capital call and distribution tracking, and automated private markets intelligence delivery.
Bottlenecks Removal in Operations of High-Net-Worth Portfolios
There is a rising need for alternative investments in high-net-worth households looking for uncorrelated investments, including private equity, venture capital, private credit, and real estate investments. In addition, Mercer Advisors has recorded an immense growth, growing from $18 billion worth of assets in 2020 to $114 billion worth of assets across over 43,000 families.
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The growth of private market portfolios in thousands of accounts creates significant friction in operations. The traditional private investments face problems such as fragmented fund administration portals, complicated capital calls with tough fulfillment deadlines, different distribution notices, and seasonally delayed Schedule K-1 tax filings.
Arch resolves this administrative burden by centralizing the unstructured document lifecycle. The platform automatically aggregates investor notices, statements, and financial reports from disparate fund portals, digitizes the underlying data points, and distributes structured operational feeds directly into Mercer Advisors’ downstream core systems.
Through this unified architecture:
Tax Document Delivery: Schedule K-1s are automatically harvested and routed directly to each client’s designated CPA or tax preparation professional.
Cash Flow Orchestration: Capital calls are identified, tracked, and actioned to prevent missed funding windows, while liquidity distributions are monitored in real time.
Unified Reporting: Normalized performance and valuation metrics flow directly into Mercer Advisors’ reporting infrastructure and its proprietary Aspen Investing platform.
Comprehensive Transparency: Advisors and clients maintain continuous, multi-asset visibility into underlying holdings, complete with portfolio company developments and General Partner (GP) market commentary.
“As we continue delivering on our promise to provide a fundamentally different investment experience for the more than 43,000 families we serve, we’ve built an institutional-grade approach that pairs high-quality private investments with a streamlined operational experience,” said Don Calcagni, Chief Investment Officer at Mercer Advisors. “Arch has become a key component of our private investments platform and operations, bringing critical investment data into our central advisory platform and giving advisors and clients real-time visibility into private investments, much like they already have with public markets.”
“Mercer Advisors has one of the most sophisticated investment platforms in the RIA and multi-family-office space,” said Ryan Eisenman, Co-Founder and CEO of Arch. “Our AI-powered operating system removes the operational friction of private investing so advisors can focus on meaningful client conversations and financial planning. We’re excited to support Mercer’s ability to quickly integrate, onboard, and support new partner firms with complex client portfolios.”
Accelerating M&A Onboarding and Advisor Recruitment
In addition to serving organic client growth, Arch’s infrastructure serves as an operational engine for Mercer Advisors’ active mergers and acquisitions strategy. As independent wealth management practices and multi-family offices join Mercer Advisors, each brings an individualized mix of alternative investment vehicles and legacy tracking systems.
By standardizing these disparate, highly customized family-office holdings into one consolidated operating architecture, Mercer Advisors rapidly onboards acquired practices without administrative strain. This streamlined operational environment has emerged as a distinct recruitment differentiator, with prospective advisory partners frequently citing the firm’s private investments capabilities as a primary incentive for joining the platform.
