Optimizing Alts Data Management | Ryan Eisenman & Kelly Moore, Arch

In this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ryan Eisenman, Co-Founder & CEO of Arch, and Kelly Moore, Executive Director and Head of Strategic Accounts at Arch. Together, they explore how technology is transforming wealth management operations, enhancing efficiency, and redefining how firms manage alternative investments.

Ryan and Kelly share insights into the challenges family offices and wealth managers face when tracking and organizing private investments. They discuss how automation and digital tools can streamline complex reporting, reduce administrative burdens, and improve transparency for clients. Additionally, they highlight key trends shaping the industry, including the growing demand for real-time data access and the shift toward modernizing legacy systems.

Whether you're a financial advisor, family office professional, or fintech enthusiast, this episode offers a behind-the-scenes look at how innovative solutions like Arch are reshaping wealth management. Learn how embracing technology can help firms optimize workflows, enhance client relationships, and stay ahead in an evolving digital landscape.

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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 mul

About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

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