Mercer Advisors Expands Partnership with Arch, Cutting Alternatives Operating Costs by 40% and Saving 7,000 Hours a Year

Arch, which describes itself as AI applied to private markets, announced a multi-year partnership with Mercer Advisors, Inc., a national wealth management and financial planning firm. According to the announcement, the collaboration began in early 2025 and has allowed Mercer Advisors to save more than 7,000 hours annually while reducing the operational cost of managing client alternative investments by 40%.

Mercer Advisors has expanded from $18 billion in client assets in 2020 to $114 billion today, a growth trajectory the firm attributes to its high-net-worth business and rising client adoption of alternative investments. Arch's platform supports portfolio monitoring, liquidity planning and workflow tracking, including capital calls and distributions. The system collects documents from fund administrator portals and routes structured data to internal teams: K-1s are made available to each client's CPA, capital calls are actioned, reporting data flows to reporting systems, and insights are delivered to advisors.

The partnership is also tied to Mercer's acquisition strategy. As other wealth managers join the firm, each brings a different mix of private holdings and management practices. Mercer says Arch consolidates these portfolios, including complex family-office holdings, into a single operating and reporting model integrated with its Aspen Investing platform. The firm says this capability has become a differentiator in attracting and onboarding new partner firms.

Mercer Advisors, which is majority owned by Oak Hill Capital, Genstar Capital, Atlas Partners and GIC and is headquartered in Denver, reports more than 43,000 families served and 1,770+ employees. Mercer Chief Investment Officer Don Calcagni said Arch has become a key component of the firm's private investments platform, giving advisors and clients near real-time visibility into private holdings. Arch CEO and co-founder Ryan Eisenman said the platform removes operational friction so advisors can focus on client conversations and planning. Arch, per its own disclosures, supports more than $600 billion in private assets across over 650 allocators. Arch and Mercer plan a joint webinar on November 30 titled "Private Markets, Without the Back-Office Burden: Lessons from Mercer Advisors." Note that these figures and claims come from the companies' joint press release and have not been independently verified.