Wealth & Advisory AI
A

Arch

Arch sells a private markets administration platform to family offices, registered investment advisers, individual investors, institutional allocators, accountants and service providers. It gathers capital account statements, investor letters, capital calls, tax documents and other records from funds and direct holdings into one standardized place. It then extracts the data, automates workflows and tasks, and writes AI summaries of investor letters and long documents.

Arch says it holds $539 billion of private market assets for more than 650 allocators, including four of the 20 largest global banks and eight of the 20 largest accounting firms. Its privacy policy says client data is hosted in the United States and is not given to third party AI providers for training.

MUFG Innovation Partners and Franklin Templeton joined its Series B in 2026. Arch Labs, Inc. is based in New York.

Last VerifiedOctober 3, 2026
Compare Arch with other vendors
Founded
2018
Headquarters
New York, United States
Website
arch.co
Categories
wealth-and-advisory, capital-markets-ai
Assessment

Capability Axes

Capability grades

15 of 15 axes rated · 7 graded A or B

AI Capability
AI Centrality
BB on AI CentralityThe models are the engine of a core capability, layered on a product that would still function without them as a rules or workflow system.
Vendor Published

Collection, aggregation and workflow would all run without the models, which show up as summaries of investor letters and long documents. Even so, the July 2026 release calls Arch an AI platform for private markets administration.

Autonomy and Oversight Model
BB on Autonomy and Oversight ModelA written commitment that the models work alongside human judgment, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.
Vendor Published

Teams review automated results through shared permissions, whether the output is collected documents, extracted data or assigned tasks. An approval step before an automated action takes effect isn't described.

Model Risk Management and Transparency
CC on Model Risk Management and TransparencyTransparency is claimed in general terms with no mechanism a model validator could interrogate.
Vendor Published

Error rates and validation methods are unpublished for both the data extraction and the AI summaries. Buyers can't gauge how often an extracted figure needs correcting before it reaches a report.

Operational and Outcome Evidence
BB on Operational and Outcome EvidenceVendor aggregate claims with real figures, or audited scale disclosures from a publicly listed company.
Vendor Published

The proof offered is scale, $539 billion of private market assets held for more than 650 allocators, four of the top 20 global banks among them. Homepage testimonials carry first names only, so no client is tied to a figure.

AI Safety and Data Stewardship
BB on AI Safety and Data StewardshipA categorical stewardship commitment is published without the retention schedule or the engineering detail behind it.
Vendor Published

Third party AI providers may not train on client data and may keep it for no more than 30 days. Arch reserves the right to use anonymized, aggregated data internally, a carve out allocators will want explained.

Regulatory and Compliance
GLBA and Data Privacy Posture
BB on GLBA and Data Privacy PostureA substantive privacy document that reaches the product itself, short of the subprocessor list or the full data handling detail.
Vendor Published

The data at stake includes tax IDs, bank account numbers and partnership tax schedules, and the privacy policy of June 30, 2026 makes Arch the customer's processor for it. Customer data is kept for up to a month after termination.

Security Certifications and Trust Center
CC on Security Certifications and Trust CenterA single footer line, or certifications asserted without being enumerated, which is weaker than naming them because it invites an assumption a buyer cannot check.
Vendor Published

Encryption and transport layer security are described, and the trust center runs on Vanta, yet no certification or audit report is named.

Regulatory Status and Licensure
CC on Regulatory Status and LicensureThe regulatory position is unstated. Most vendors in this index are technology suppliers and being unlicensed is the correct posture, so this grade records silence about the posture, not a missing license.
Vendor Published

Software is how Arch presents itself, and it names no regulator, rule or registration that applies to its work.

AI Governance and Bias Disclosure
CC on AI Governance and Bias DisclosureResponsible artificial intelligence committed to in policy language with no evaluation behind it, on a product whose bias surface is modest.
Vendor Published

Fairness here is whether a small manager's statement is read as reliably as a large one's. Arch publishes no accuracy broken out by document type or manager, so that can't be checked.

AI Liability and Recourse
CC on AI Liability and RecourseMechanisms that enable challenge, such as audit trails and source traceability, with nothing standing behind the output and no route for the person affected.
Vendor Published

A misread statement can put a wrong figure into a family's reporting, and Arch publishes no guarantee, indemnity or route to correct it.

Integration and Deployment
Model Supply Chain Disclosure
CC on Model Supply Chain DisclosureThe architecture is described and no provider is named.
Vendor Published

Google Analytics and Intercom are the only providers named. The AI services and cloud host behind the summaries appear by category alone.

Core Systems and Integration Depth
CC on Core Systems and Integration DepthIntegration claimed through standards or connectors with no system named and nothing to verify.
Vendor Published

Documents arrive from funds and direct holdings, but no accounting, reporting or custody system is named as a destination for the data.

Deployment Model and Data Residency
BB on Deployment Model and Data ResidencyStated residency commitments or regional hosting options.
Vendor Published

Data is hosted in the United States, with standard contractual clauses covering transfers from the EU and UK. A private deployment option doesn't appear.

Commercial
Commercial Transparency
CC on Commercial TransparencyNo price is published and engagement runs through a demo form, which is the norm in this index.
Vendor Published

Price, plan and billing unit are all unpublished, so a buyer can't tell whether cost follows assets, entities or users.

Institution and Segment Coverage
BB on Institution and Segment CoverageNamed segments with dedicated material behind part of the coverage.
Vendor Published

Six kinds of buyer are named, running from individual investors and family offices to accountants.

Tracked Since Listing

Product updates

Material product, regulatory, evidence and commercial changes at Arch, each verified against a live source and tagged to the capability axis it bears on. Funding rounds and awards are not product changes and are not logged.

Sep 29, 2026Product / capability

Arch launched Arch Investment Research, extending its private markets platform from post commitment work into pre investment due diligence. It extracts key terms from offering materials, links each term to its source document and lets investment teams evaluate opportunities against their own criteria, and once a deal closes the diligence materials carry into ongoing monitoring. It is sold standalone or with Arch's existing data management, capital call and reporting suite, aimed at RIAs, family offices and institutional allocators.

Bears on: AI CentralitySource
Our read on this update →Tracked since Sep 2026

Alternatives to Arch

Vendors in the same categories as Arch whose profiles look most alike, each with a line on what the product does. Similar is not the same: check that each one does the job you need. No vendor pays for placement.

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The index publishes no overall score or ranking. See what we assess and the methodology.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.

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AI FinTech Index

The AI FinTech Index is an independent index that tracks changes to AI vendors in financial services. It holds 610 vendors across banking, lending, insurance, wealth, capital markets and financial crime compliance, each graded on the same 15 capability axes from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
October 20, 2026
The AI FinTech Index is an editorial reference, not a regulatory body. Vendor data is verified against published sources and public regulatory filings. Figures labeled “Estimated” have not been confirmed by the vendor. See the Methodology page for evaluation standards and limitations.
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