Case Study: Archvest Wealth Advisors achieves 15–20 minute billing and scalable, cloud-based growth with Black Diamond Wealth Platform

Archvest Wealth Advisors - Customer Case Study

Archvest Wealth Advisors, a Walnut Creek, CA financial planning and investment management firm with $120 million AUM founded in 2014, needed a cloud-first platform that would scale with growth, support multiple custodians, improve advisor productivity, and enable an M&A growth strategy. To meet those requirements, Archvest selected the Black Diamond Wealth Platform as its core portfolio management, accounting, reporting, and billing system.

By implementing the Black Diamond Wealth Platform, Archvest streamlined billing, reporting, rebalancing, and integrations with systems like MoneyGuidePro, Redtail CRM, and Riskalyze—enabling fast, accurate billing (now 15–20 minutes versus a day or more), accelerated revenue collection, uninterrupted remote work during the pandemic, and elimination of manual data handoffs to third-party rebalancers. The Black Diamond Wealth Platform also simplified onboarding for acquisitions, creating operational capacity and scale to support Archvest’s continued growth.

Archvest Wealth Advisors

Eric Lai

Chief Executive Officer and Co-Founder