WealthTech Integration Arcons Technology serves wealth management firms with billing and reporting platforms and has a history of integrating with Advent’s Black Diamond platform. This suggests a sales opportunity around expanding integrations with leading portfolio management and reporting ecosystems to attract larger advisor firms.

Assets Under Management Current customer base exceeds 100 organizations representing over $110 billion in assets. This indicates strong demand in mid to large wealth management practices and potential for upsell of advanced features, premium support, or expanded modules to existing accounts.

Agile Cost Advantage An agile culture is highlighted as enabling cost advantages and fast delivery for custom projects. This positioning can be leveraged to target cost-conscious firms facing modernization pressure and to propose rapid deployment timelines for billing and reporting improvements.

Senior Experience Founded by seasoned financial services tech professionals with roots at Advent Software, the team brings deep industry know-how. This can be emphasized to win trust with large, risk-aware firms seeking proven, reliable technology partners for critical billing and reconciliation workflows.

Growth and Outreach With a lean team and a broad tech stack including advertising and CRM tools, there is opportunity to expand marketing reach and digital campaigns to attract additional wealth management clients, especially firms seeking integrated fintech ecosystems and enhanced client communications capabilities.