Ryan Eisenman is the Co-founder and CEO of Arch, a fintech company that automates the administration and management of private investments. A Houston native, he graduated from Vanderbilt University with a degree in Human and Organizational Development, along with minors in Corporate Strategy, Financial Economics, and Economics. Before founding Arch in 2018, Ryan gained experience in business development and analysis through roles at firms such as Deloitte and Techstars. Under his leadership, Arch has grown to serve over 270 clients, managing more than $100 billion in alternative investments.

In this episode…

Managing private market investments is often a tedious, time-consuming process. Advisors and investors must sift through countless emails, log into multiple portals, and manually extract key information from financial documents. Is there a way to streamline this workflow and free up valuable time for more strategic decision-making?

Ryan Eisenman, an expert in investment management technology, recognized these inefficiencies and co-founded a solution to automate them. He explains how AI and automation can eliminate manual document processing, allowing investment professionals to access structured data and pre-built dashboards instantly. He shares how leveraging AI to summarize lengthy financial reports can drastically improve efficiency and decision-making. Ryan also discusses the importance of balancing automation with a managed service approach to ensure accuracy when dealing with unpredictable document formats.

In this episode of The Customer Wins, Richard Walker interviews Ryan Eisenman, CEO of Arch, about using AI to simplify private investment management. Ryan explains how automation helps investment professionals manage their portfolios more effectively. He also covers the evolution of his company’s technology, the importance of customer feedback in product development, and strategies for building a scalable, customer-focused business.

The Future of Investment Management With Ryan Eisenman