Published on 21 September 2025
Here’s what went down last week in family office technology. Arch grabbed the spotlight with a $52M Series B to expand its private markets platform for allocators and family offices. Thomson Reuters picked up Additive, Nasdaq sold off Solovis, and the sector overall seems to be stretching its legs after a long summer slowdown.
Want to receive these updates via email? Sign up here.
Before the news, our upcoming events:
📅 September 30, 1–2 PM ET — AI for Family Offices Series:
AI & Security for Decision Makers: Executive Briefing & Q&A
🎫 An attendance fee applies - Register
📅 November 18-19, 10 AM - 2PM ET – 3rd Annual FOTechHub Tech & Ops Conference 2025, our flagship event.
🎫 Attendance is complimentary for family offices - Register.
Funding, M&A and Strategic Moves
Arch Raises $52M to Scale Infrastructure for Private Markets
Arch, a fast-growing fintech platform modernizing how allocators manage private market investments, has raised $52 million in a Series B round led by Oak HC/FT, with participation from Menlo Ventures, Craft Ventures, and Quiet Capital. The funding will be used to expand product capabilities for institutional investors, large private wealth teams, and family offices, with a focus on enhancing real-time reporting, client portals, and automation features such as Arch Pay for capital calls. The platform enables family offices, RIAs, and private banks to track K-1s, consolidate documents, and streamline alternative investment operations, addressing industry pain points of fragmented data, lack of transparency, and manual workflows. Assets on Arch have surged from ~$100B to over $250B in just 14 months, with more than 450 global clients now using the platform.
Thomson Reuters Acquires Additive to Boost AI-Powered Tax Document Automation
Thomson Reuters has acquired Additive, a San Francisco-based startup founded in 2023 that specializes in AI-powered tax document processing. Additive’s GenAI-native platform automates the ingestion and parsing of pass-through entity documents, including heavily-used federal tax forms like Schedule K-1, and extracts footnotes from K-1s, K-3s, and related forms—tasks that are traditionally laborious. The deal is aimed at enhancing Thomson Reuters’ existing tax workflow automation, including systems like GoSystem and SurePrep, helping tax and accounting professionals reduce manual hours and reallocate effort toward advisory tasks.
Nasdaq to Sell Solovis to Insight Partners, Refocus on eVestment
Nasdaq is selling its Solovis platform to Insight Partners. Solovis is a fintech tool for multi-asset portfolio management, analytics, and real-time reporting spanning public and private markets. The deal is expected to close in Q4 2025, though financial terms weren’t disclosed. Insight Partners plans to invest in product development and enhance service delivery, while Nasdaq says the sale will let it refocus on its eVestment business, aiming to double down on institutional data and workflow solutions.
Eton Solutions Expands Access to AI Platform Beyond Family Offices
Eton Solutions has announced that its generative AI platform, EtonAI, is now widely available beyond family offices to include private equity firms and RIAs. The platform, initially launched in September 2024 as EtonGPT and tied closely to the AtlasFive® ERP, is now positioned as a standalone solution capable of automating complex workflows such as onboarding entities, bill pay, reconciliations, and tax processing. The company also revealed that EtonAI has achieved ISO 42001 certification for meeting international standards in privacy, cybersecurity, transparency, and bias. Eton Solutions reports that AtlasFive® is currently used by over 960 families and firms, handling 147,000 entities, 225,000+ investments, $65 billion in annual bill payments, and 21.3 million transactions.
Treasury4 Acquires TreasuryGo
Spokane-based startup Treasury4 has acquired TreasuryGo to enhance its treasury management platform and has also made several senior appointments. By incorporating TreasuryGo’s capabilities for enterprise bank account management, workflows, and debt management, Treasury4 strengthens its ability to serve fast-growing firms and global enterprises with complex account and liquidity needs. For family offices, this translates into better visibility and control across multiple banks and entities, delivering institutional-quality treasury tools for complex wealth structures.
PostSig Secures $4.1M Seed Funding to Transform Contracts into AI-Powered Intelligence
PostSig, an AI platform that turns static business contracts into real-time intelligence, has raised $4.1M in a seed round led by Differential Ventures with participation from Tandem Ventures, Denver Ventures, Frontier VC, Unbound Ventures, and SaaS Ventures. The platform ingests agreements such as licensing and vendor contracts, interprets clauses, and builds a live network of obligations, rights, risks, and costs—helping firms spot billing issues, manage compliance, and prepare for renewals. In its first two sales quarters, PostSig has supported over $50M in contract value across hedge funds, private equity firms, and asset managers. The new funding will be used to expand product capabilities, target additional verticals, and scale go-to-market operations.
Partnerships & Integrations
Foundation Source × Envestnet
Foundation Source’s philanthropic technology (covering administration, compliance, and tax services) will be integrated into Envestnet’s platform. The collaboration adds dashboards, reporting, grant management, and impact measurement tools, enabling advisors and firms to streamline charitable giving services, strengthen client relationships, and scale philanthropic offerings.
Bridge and Passthrough Partner on Integrated KYC/AML Compliance
Bridge Alternatives has partnered with Passthrough to integrate KYC/AML compliance into its fund administration platform, making financial crime protection a standard part of investor onboarding. The collaboration combines Bridge’s fund administration expertise with Passthrough’s compliance technology and services
iCapital & Addepar Power J.P. Morgan Private Bank’s Lifestyle Services
J.P. Morgan Private Bank has launched “Lifestyle Services” within its Global Family Office Practice, featuring portfolio aggregation and reporting powered by iCapital and Addepar. The platform centralizes portfolio data across custodians and provides a dedicated reporting team, giving clients a consolidated view and detailed analysis of complex holdings.
K1x and Labyrinth Partner to Streamline Nonprofit Compliance
K1x, Inc. has partnered with Labyrinth, Inc. to streamline federal and state nonprofit compliance, making it easier for nonprofits and their tax professionals to manage charitable registrations, annual reports, and fundraising disclosures. The collaboration combines K1x’s technology expertise with Labyrinth’s compliance specialization, simplifying reporting processes while extending K1x’s reach beyond its core focus on tax data for alternative investments.
Monark–SecondaryLink Partnership
Monark Markets has partnered with SecondaryLink to embed private market data into its “Alts-As-A-Service” infrastructure. The integration gives advisors access to detailed metrics on evergreen funds, interval and tender-offer funds, non-traded REITs, and BDCs—including allocations, holdings, fees, and performance. SecondaryLink tracks over 100 funds and provides secondary market pricing and liquidity insights, now available to Monark clients through standard and advanced data plans.
iCapital Partners with Tangible Markets on Liquidity Solutions
iCapital has made a strategic investment in Tangible Markets and formed a partnership to deliver scalable liquidity solutions for alternative investment funds. The initiative will integrate into iCapital’s platform by late 2025, offering auctions, real-time pricing, and portfolio analytics to ease secondary trading across private equity, credit, real assets, and hedge funds. The move aims to address the longstanding liquidity challenge in alternatives, giving advisors and investors greater flexibility to manage and rebalance portfolios.
Hadrius & BridgeFT
Hadrius has teamed up with BridgeFT to integrate its AI-driven compliance platform with BridgeFT’s multi-custodial WealthTech API. The collaboration delivers standardized investment data into compliance workflows, enabling automated surveillance, audit-ready reporting, and a privacy-first AI framework to streamline regulatory oversight for investment firms.
Venn by Two Sigma has become an Addepar Premier Partner
The partnership combines Addepar’s wealth management platform, which consolidates complex portfolios, with Venn’s analytics for portfolio construction and risk analysis, giving shared clients a stronger data foundation for manager selection, allocation, risk assessment, and reporting. The full list of Addepar's premier integrations is here.
Product Updates
Copia Wealth Studios launches Deal Space
Copia has introduced Deal Space, an AI-driven deal evaluation and due diligence platform that condenses research into actionable reports in minutes. The tool centralizes data from pitch decks or full data rooms, surfaces key insights, and aligns opportunities with investment theses, streamlining collaboration for family offices, VCs, and real estate investors.
Allvue Unveils Private Credit Intelligence via Nexius Expansion
Allvue has introduced Private Credit Intelligence, a new dataset built on its Nexius platform, to bring transparency to private credit markets. Covering over 200 KPIs related to deals, borrowers, transactions, and covenants, it provides rights-cleared, audit-ready data drawn from some 21,000+ funds and $3+ trillion in assets under management. This offering, part of the newly formed Nexius Enterprise Data Solutions, joins Allvue’s Nexius Data Platform, which integrates workflows, proprietary data, and AI to enable firms to benchmark performance and monitor risks.
Orion Debuts AI Assistants, UHNW Summit Experience, and Strategic Insights Dashboard
Orion unveiled a major platform upgrade at the Future Proof Festival, introducing AI Assistants (in alpha, beta coming Q4 2025) that let advisors generate reports and query data using natural language. It also launched the Summit Experience, a digital interface tailored to ultra-high-net-worth clients, built on its January 2025 acquisition of Summit Wealth Systems. A third release, Strategic Insights, delivers real-time executive dashboards powered by Orion’s Denali data engine. As of June 2025, Orion supports over $5 trillion in assets under administration, $100 billion in platform assets, and 7.5 million accounts—serving 17 of Barron’s top 20 RIA firms.
People Moves
PCR Insights has named Michael Pacheco as Director of Sales. Joining from Masttro, Michael brings deep experience helping family offices and private banks modernize technology and reporting, and will focus on driving growth by delivering reconciled, performance-ready data to support more efficient operations and smarter decisions.