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Ryan Eisenman

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Articles tagged "Ryan Eisenman"

Ryan Eisenman: It can take a large client's advocating for us with somebody at Schwab to get it done.

Dec 11, 2025

Sequoia Financial Group hired Arch to automate alts data, and its 'pain' testimonial led to a 1099 integration with Schwab Advisor Services for mutual clients

Sequoia, with near $30 billion of AUM, uses both firms to automate alts administration, and it helped press the case for its game partner.

Ryan Eisenman: We’re seeing a higher rate of switching to and adopting Arch ... but our clients are asking for more.

Oct 2, 2025

Unsexy Arch again proves irresistible to 'RIA' VCs, who buy $52 million stake and see it as the 'Stripe' between RIAs and alts providers-- eliminating hundreds of alt investment portal log-ins

The New York City data translator is capitalizing on its 125% year-over-year growth, $275 billion of administered assets and 450 clients, including 100 RIAs

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Ryan Eisenman

Articles tagged "Ryan Eisenman"

Sequoia Financial Group hired Arch to automate alts data, and its 'pain' testimonial led to a 1099 integration with Schwab Advisor Services for mutual clients

Unsexy Arch again proves irresistible to 'RIA' VCs, who buy $52 million stake and see it as the 'Stripe' between RIAs and alts providers-- eliminating hundreds of alt investment portal log-ins

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