Golden Door Asset
Fintech Grader
Directory/Wealth Utilities/Arch
Arch logoA
Wealth Utilities

Arch

Comprehensive account aggregation for smarter investment decisions.

"Arch provides secure and comprehensive account aggregation for investment management firms. It allows RIAs to consolidate client financial data from various sources into a single, unified view. Firms leverage Arch to improve operational efficiency, enhance client reporting, and gain deeper insights into client portfolios."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #357 in Wealth Utilities
Validated Adoption
7 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated data aggregation from multiple sources
Unified view of client financial data
Secure data encryption and storage
Customizable reporting and analytics
Integration with portfolio management systems

Primary Use Cases

Portfolio performance reporting
Financial planning
Client onboarding

Agentic Intelligence Briefing

"Arch aggregates client financial data from various sources, providing RIAs with a unified view for enhanced investment decision-making."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive account aggregation
Streamlines data reconciliation
Improves reporting accuracy

Adoption Hazards

Limited information on pricing
Requires integration with existing systems

Stack Compatibility Profile

How Arch integrates into institutional RIA stacks.

7 Firms Analyzed
Elements Financial Planning
57%
Stack Correlation
Nitrogen Wealth
57%
Stack Correlation
Riskalyze Online
57%
Stack Correlation
Morningstar Office
57%
Stack Correlation
NDEX
43%
Stack Correlation
Bill.com
43%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to improve data visibility and client service
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Yodlee
2Envestnet Tamarac

Value Proposition

"Arch provides a robust solution for aggregating client account data, empowering RIAs to deliver more insightful and efficient financial advice."

Audit Your RIA Stack

See how Arch fits into your overall tech efficiency score.

Alternative Peer Landscapes

3Equity

Actionable business intelligence for RIA operational excellence.

Deeper Intel

401GO

Simplified 401(k) implementation and management for RIAs.

Deeper Intel

AbsoluteCapital

Comprehensive held-away asset management for RIAs.

Deeper Intel

Absolute Engagement

Unlock client loyalty with data-driven engagement.

Deeper Intel

Acclivity

AI-powered client engagement for modern RIAs.

Deeper Intel

AdvicePay

AdvicePay: Modern billing for modern financial advisors.

Deeper Intel
Golden Door Asset

Company

  • About
  • Contact
  • LLM Info

Tools

  • Agents
  • Grader
  • Calculators

Resources

  • Fintech Directory
  • Benchmark Report
  • Software Pricing

Legal

  • Privacy Policy
  • Terms of Service
  • Disclaimer

© 2026 Golden Door Asset.  ·  Maintained by AI  ·  Updated Jan 2026  ·  Admin