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Family Office Technology Hub
FOTech Bulletin #7 - FO Tech News Roundup
Dec 29, 2023
As we close 2023, this roundup dives into exciting innovations in family office technology. Arch has secured a $20 million Series A funding, while Adipar impressively manages $5 trillion in assets. Canoe is shaking up tax automation with new partnerships. In asset management, iCapital teams up with IQEQ to enhance alternative investments in France. The conversation also touches on AI advancements in bond pricing and key leadership shifts at Eaton Solutions and FoundationSource.
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Quick takeaways
- Arch's recent $20 million Series A funding aims to enhance their tech platform for automating private investment operations and reporting.
- Addepar's milestone of managing $5 trillion in assets highlights their successful data aggregation and performance software for wealth management expansion.
Deep dives
Arch's Growth and Innovation in Family Office Technology
Arch has successfully raised $20 million in Series A funding with the intention of enhancing its technology platform that automates operations and reporting for private investments. This significant funding, led by Menlo Ventures and supported by various industry players, emphasizes research and development efforts aimed at fraud reduction and improving capital call security. Arch's impressive client base includes 50 family offices and institutional clients, managing a substantial $62 billion on their platform. As part of their expansion, Arch plans to release an API for better integration with existing systems, marking their commitment to enhancing user experience and operational efficiency.
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