Archway Technology Partners, a US-based provider of software products and services for private wealth management industries, has entered into an agreement to acquire WealthTouch Holdings, a provider of investment reporting services to UHNW families, family offices, wealth advisors and foundations.
Following the acquisition, the combined firm will have nearly $200bn in assets under reporting and serve the full range of the private wealth market.
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Jason Brown, CEO of Archway, said: "The opportunity to acquire WealthTouch serves as a strategic move for our organization to significantly extend our market reach and create an even more robust product and service offering for our current and future clients."
Craig Pearson, president of WealthTouch, said: "Our clients and the market in general, will benefit from the scale and scope of services we will provide and together we will continue to lead the industry in technological and operational innovation."
Financial terms of the deal were not disclosed.
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