Target Information

Aquiline, a prominent private investment firm focused on financial services and technology, has successfully acquired SEI's Family Office Services business, effective June 30, 2025. The newly rebranded business will operate under the name Archway, providing integrated technology and outsourced services tailored to meet the accounting, investment management, and reporting requirements of family offices and financial intermediaries.

Vincenzo La Ruffa, Managing Partner at Aquiline, highlighted the complexity involved in managing family offices, emphasizing the need for a robust infrastructure to navigate the intricacies of wealth and investment management. The Archway PlatformSM, recognized for its capability to enhance investment management, operations, and reporting functions, has been instrumental in facilitating efficiency and growth for its clients. La Ruffa expressed enthusiasm for investing in Archway to further support its clients' successes.

Industry Overview

In the United States, the financial services industry has witnessed significant evolution, driven by technological advancements and a growing demand for personalized client services. While traditional financial institutions have remained pivotal, the rise of boutique firms and private investment companies, such as Aquiline, has introduced a paradigm shift, prioritizing tailored solutions for ultra-high-net-worth individuals and families.

The family office sector, in particular, has expanded considerably, as families with substantial wealth seek sophisticated approaches to managing their diverse financial portfolios. As of March 31, 2025, the Archway Platform supported an impressive $733 billion in assets, attesting to its strong standing in the market.

Technological innovations have played a crucial role in reshaping the financial services landscape by fostering seamless communication between clients and service providers. Comprehensive technological solutions enable better financial insights and efficiency, making them indispensable in contemporary wealth management.

The ongoing transformation within the sector indicates a sustained growth trajectory, as firms strive to enhance their offerings and adapt to shifting client expectations. As the family office market continues to mature, the demand for advanced technology solutions and expert services is expected to rise.

Rationale Behind the Deal

The acquisition of SEI's Family Office Services business aligns seamlessly with Aquiline's strategic vision of expanding its portfolio in the financial services sector. By acquiring Archway, Aquiline aims to leverage the existing capabilities of the Archway Platform to provide innovative solutions that cater to the unique needs of family offices.

This investment reflects Aquiline's commitment to enhancing client experiences through advanced technology and operational efficiency. The partnership with SEI, known for its extensive expertise in the financial services industry, promises to facilitate the continued growth of Archway and significantly enhance service delivery.

Information About the Investor

Aquiline Capital Partners LP (

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Aquiline

invested in

SEI Family Office Services

in 2025

in a Buyout deal

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