Are we in the golden age of family office technology?

Описание: Ryan Eisenman from Arch discusses with Mark Wickersham on ‪@TheWealthTechPodcast‬ how we have entered the golden age of technology for family offices.

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📢 Connect with Us:
🔗 Ryan Eisenman:   / ryan-eisenman-21811246  
🔗 Kelly Moore:   / kelly-moore-040537a0  
🔗 Host Mark Wickersham:   / markwickersham  

About Ryan Eisenman, CEO & Co-Founder
With over six years as the co-founder and CEO of Arch, Ryan Eisenman brings extensive private investment expertise to the table. Before founding Arch, he gained valuable experience at eight financial service companies, including Deloitte, Routier, and TechStars.

Ryan is well-versed in the evolving trends of the private investment sector and the transformative impact of technology on the industry. As private markets continue to gain popularity, Ryan remains dedicated to helping advisors and their clients easily invest in private markets and efficiently diversify their portfolios.

About Kelly Moore, Executive Director
Kelly Moore serves as Executive Director and Head of Strategic Accounts at Arch, where she leads new client engagement across family offices, RIAs, and institutional allocators. Prior to joining Arch, she served in varying capacities across sales and partnerships, and Corporate Strategy at a large financial services firm. She is based in NYC where Arch is headquartered.

About Arch
Arch is the first Alternatives Management Platform, going beyond Alts Data Management to provide a back to front digital experience for managing alternatives. Arch streamlines alternatives operations by automating the tedious work of logging into portals, extracting data out of documents, collecting K-1s, managing capital call workflows; while also providing a deeper understanding and insights into alternatives portfolios. With Arch, investors have on-demand access to reporting, real time metrics, and insights across their private equity, venture capital, hedge funds, real estate, and other private investments. Arch supports over 360 of the world’s largest allocators, including 150 single family offices, 100 RIAs and multi-family offices, four of the top 20 global banks, and fund administrators, law firms, accounting firms, and institutions.

The WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham. Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families.

To learn more please visit https://Risclarity.com

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change.