A MODERN APPROACH TO A FRAGMENTED INDUSTRY.
Founded by the same company that revolutionized private wealth reporting, Proteus’ story begins in 2014. Jason Brown, the founder of Archway Technology Partners (now SEI Archway), an industry leader in partnership accounting, data aggregation, performance attribution, tax reporting and bill paying, recognized an opportunity for Proteus in a fragmented industry.
Since the company’s founding, Proteus has provided a sophisticated service to investment advisory firms and their ultra-high-net-worth clients, utilizing a propriety portfolio management system and innovative legal structure that gives investors the ability to participate in highly sought-after but difficult-to-access, private investments with unparalleled convenience. Proteus has streamlined the process for sourcing, due diligence, investing and reporting to provide the most sophisticated yet efficient, alternative investment access platform available on the market today.