Month: September 2026
The WealthStack Podcast: How AI Is Modernizing Private Markets With Arch’s Ryan Eisenman

The WealthStack Podcast: How AI Is Modernizing Private Markets With Arch’s Ryan Eisenman

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Private markets may be attracting more capital, but the infrastructure behind those investments is still highly fragmented. As firms scale their alternatives businesses, managing data, documents, capital calls and reporting across disconnected systems is creating growing operational complexity.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Ryan Eisenman, CEO and co-founder of Arch, to explore how better data, automation and AI can modernize the private markets experience.

Key takeaways:

  • How better look-through data can help firms identify concentration and underlying exposures
  • How centralized, structured data can create a stronger foundation for artificial intelligence
  • Why human judgment remains central to investment decisions while technology helps surface relevant information
  • Why private markets still require so much manual work behind the scenes
  • What RIAs and family offices should consider as they scale their private markets programs

Resources:

Connect with Shannon Rosic:

Connect with Ryan Eisenman:

About Our Guest:

Ryan Eisenman is the Co-Founder and CEO of Arch, a technology platform focused on simplifying the management of private market investments. Arch helps advisors, family offices, institutions, and other allocators centralize investment documents and data while streamlining workflows around K-1 collection, capital calls, distributions, and reporting. Through his work at Arch, Ryan focuses on reducing the administrative burden associated with private investments and giving investment teams more organized, accessible data to support their decision-making.

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The WealthStack Podcast: Building the Modern Investment Management Stack with Sterling Perkins

The WealthStack Podcast: Building the Modern Investment Management Stack with Sterling Perkins

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Wealth management firms are being asked to support more assets, deliver greater personalization and provide clients with increasingly real-time experiences. But behind the scenes, many investment teams are still operating across disconnected portfolio management, trading, CRM, accounting, compliance and reporting systems. As artificial intelligence moves from copilots and chatbots toward agents that can actually perform work, that fragmented infrastructure may become an even bigger constraint.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sterling Perkins, director of solutions consulting at Ridgeline, to explore what happens when the investment management tech stack is rebuilt around a single system of record.

Key takeaways:

  • Why embedded AI with access to client, portfolio and transaction context could have an advantage over bolted-on tools
  • Why AI could allow firms to grow AUM without increasing headcount
  • How Ridgeline moves portfolio workflows from modeling through compliance, trading, accounting and billing
  • How firms should think about governance, permissions and human oversight as AI agents take on more responsibility 
  • Why the capacity created by AI can be reinvested in client relationships 

Resources:

Connect with Shannon Rosic:

Connect with Sterling Perkins:

About Our Guest:

Sterling Perkins is the Director of Solutions Consulting at Ridgeline, where he works at the intersection of wealth management and financial technology. He began his career as a financial advisor at Baird, helping grow a book of approximately $100 million across roughly 100 client relationships before transitioning into wealth technology. Sterling later spent six and a half years at InvestCloud, where he served as Global Head of Product and Global Head of Sales Engineering, before joining Ridgeline. His experience as both an advisor and technology leader gives him a practical perspective on investment management operations, AI, portfolio technology, and how firms can use connected systems to support growth and client service.

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