A MODERN APPROACH TO A FRAGMENTED INDUSTRY.
Founded by the same company that revolutionized private wealth reporting, Proteus’ story begins in 2012. Jason Brown, the founder of Archway Technology Partners, an industry leader in partnership accounting, data aggregation, performance attribution, tax reporting and bill paying, recognized an opportunity for Proteus in a fragmented industry.
As the firm’s presence in the private wealth industry grew to support over $225 billion in assets for single family offices, multi-family offices, wealth advisors and private banks around the globe, Proteus began to revolutionize the process of investing in alternative asset classes.
Inspired by the inefficiencies of private investing, Proteus designed a modern, end to end solution for alternative investments. Through technology, Proteus reinvented the process for sourcing, due diligence, portfolio construction and reporting to become the most sophisticated yet efficient alternative investment access platform available.