The Foundation
Jason Brown, the Founder and CEO of Archway Technology Partners and Archway Finance Operations drew upon his background in mechanical engineering and experience in managing a small hedge fund to establish a partnership accounting software system for self-administered funds, fund administrators, and family offices. This solution was designed to offer industry-leading services such as partnership accounting, data aggregation, performance attribution, tax reporting, and bill paying. Over time, the business grew significantly with nine out of the top 15 of wealthiest U.S. families utilizing the software, ultimately resulting in its acquisition by SEI Family Offices Services in 2017 (NASDAQ: SEIC).
The Beginnings
Prior to the Archway-SEI acquisition, Brown explored options to expand the platform to other areas and landed on the idea of an alternative asset platform. He brought this idea to life in 2018, forming Proteus Capital LLC.
Proteus Today and Beyond
Proteus serves both the buy side and sell side of the private wealth industry and has disrupted the alternative space in a short amount of time. With their platforms cutting-edge technology, Proteus’ fully integrated platform is an enterprise solution providing portfolio construction tools, integrated & compliant portfolio accounting, and consolidated K-1s.
Proteus has grown with anchor clients such as M Financial Group, Capita, Key Bank, Primark and a partnership with Callan. The team is always searching for solutions and ways to help solve problems with a fragmented alternative investing space.
The Foundation
Jason Brown, the Founder and CEO of Archway Technology Partners and Archway Finance Operations drew upon his background in mechanical engineering and experience in managing a small hedge fund to establish a partnership accounting software system for self-administered funds, fund administrators, and family offices. This solution was designed to offer industry-leading services such as partnership accounting, data aggregation, performance attribution, tax reporting, and bill paying. Over time, the business grew significantly with nine out of the top 15 of wealthiest U.S. families utilizing the software, ultimately resulting in its acquisition by SEI Family Offices Services in 2017 (NASDAQ: SEIC).
The Beginnings
Prior to the Archway-SEI acquisition, Brown explored options to expand the platform to other areas and landed on the idea of an alternative asset platform. He brought this idea to life in 2018, forming Proteus Capital LLC.
Proteus Today and Beyond
Proteus serves both the buy side and sell side of the private wealth industry and has disrupted the alternative space in a short amount of time. With their platforms cutting-edge technology, Proteus’ fully integrated platform is an enterprise solution providing portfolio construction tools, integrated & compliant portfolio accounting, and consolidated K-1s.
Proteus has grown with anchor clients such as M Financial Group, Capita, Key Bank, Primark and a partnership with Callan. The team is always searching for solutions and ways to help solve problems with a fragmented alternative investing space.
