Arch, the infrastructure layer for private markets, today announced a multi-year partnership with Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, powering scale in private markets management while reducing operational risk. Since their work began in early 2025, Mercer Advisors has saved more than 7,000 hours a year, reducing the operational cost of managing client alternative investments by 40%. Arch’s enhanced alts data management platform will continue to support Mercer Advisors’ portfolio monitoring, liquidity planning, and workflow tracking, including the tracking of capital calls and distributions and the delivery of private markets insights.

Mercer Advisors has grown from $18 billion in client assets in 2020 to $114 billion today. Growth in Mercer Advisors’ high-net-worth business, along with rising client adoption of alternative investments, has made scalable tools essential to serving families with private holdings.

Arch addresses this challenge by collecting documents from fund admin portals, then routing structured data and insights to the downstream teams and systems for action. Leveraging Arch, K-1s are collected and made available to each client’s CPA, capital calls are actioned, reporting data is sent to reporting systems, and insights are delivered.

With Arch, Mercer Advisors’ clients and advisors have a more complete view of clients’ private holdings, including timely notifications on distributions, GP commentary, and portfolio company news.

“As we continue delivering on our promise to provide a fundamentally different investment experience for the more than 43,000 families we serve, we’ve built an institutional-grade approach that pairs high-quality private investments with a streamlined operational experience,” said Don Calcagni, Chief Investment Officer at Mercer Advisors. “Arch has become a key component of our private investments platform and operations, bringing critical investment data into our central advisory platform and giving advisors and clients real-time visibility into private investments, much like they already have with public markets.”

As other wealth management firms join Mercer Advisors through acquisitions, each new firm arrives with a different mix of private investments and its own way of managing them. With Arch, Mercer Advisors brings those portfolios, including complex family-office holdings, into one centralized operating and reporting model. This includes integration with the firm’s Aspen Investing platform. Arch’s solutions for private investments have become a key differentiator for Mercer Advisors in attracting and onboarding new partner firms and clients, many of whom cite its private investment platform as a reason to join.

“Mercer Advisors has one of the most sophisticated investment platforms in the RIA and multi-family-office space,” said Ryan Eisenman, Co-Founder and CEO of Arch. “Our AI-powered operating system removes the operational friction of private investing so advisors can focus on meaningful client conversations and financial planning. We’re excited to support Mercer’s ability to quickly integrate, onboard, and support new partner firms with complex client portfolios.”

Arch and Mercer Advisors are hosting a joint webinar, “Private Markets, Without the Back-Office Burden: Lessons from Mercer Advisors,” on November 30 that will cover how Mercer Advisors centralized its private markets operations with Arch and what other RIAs can learn from it. Register here.

To learn more about Arch or to receive a demo of the platform, please visit arch.com. For more information on Mercer Advisors, please visit merceradvisors.com and partnerwithus.merceradvisors.com.

About Arch

Arch is AI applied to private markets, streamlining the entire lifecycle of alternative investing, from pre-investment research to K-1 and document collection, capital calls, and reporting. With Arch, investors gain data, insights, and visibility across their private equity, venture capital, hedge funds, real estate, and other private investments. Arch supports over $600 billion in private assets across more than 650 leading allocators, including Fortune 100 financial institutions, four of the top 20 banks, eight of the top 20 accounting firms, and hundreds of family offices and investment advisors. To learn more or request a demo, visit www.arch.com, find us on LinkedIn, or visit us in our New York City headquarters.

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for the last three years by Barron’s Top 100 Registered Investment Advisor Firms rankings. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, Altas Partners and GIC. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1,770+ employees, and operates nationally through more than 110 locations. Mercer Global Advisors has $114 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.

Important Information

Company statistics as of August 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

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