In 2014, Eric Lai and John Wenzel founded Archvest Wealth Advisors® after both working for independent RIAs. Through a financial planning lens, they provide comprehensive services that help clients meet their individual goals. Their modern, tech-forward approach also helps them differentiate themselves among prospective clients and advisors.
Lai and Wenzel designed Archvest from the ground up, leveraging cloud-based technology from the very beginning. “As we were adopting our core systems, we needed them to scale and grow right along with us,” said Lai. “We couldn’t afford to be stuck with limited platforms, and have to switch systems, so a cloud-first methodology was critical. From our previous experience, we knew legacy systems with servers and complicated databases were a real challenge. We recognized right away that having the right technology would be critical to our success.”
Timothy Welsh | Advent.com