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HB Wealth adopts Arch to scale private markets ops
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HB Wealth adopts Arch to scale private markets ops
HB Wealth, a fee-only independent wealth management firm with $30bn in assets under management, has expanded its partnership with Arch, a private markets operations platform, to streamline the management and reporting of its private markets portfolios. The firm, which allocates more than $5bn of its total AUM to private markets, has deployed Arch as a core platform to automate document collection and reporting across more than 10,000 holdings. T…
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