Mutual funds and hedge funds have automated this for years. archeota gives registered investment advisors the same infrastructure — so your clients recover every dollar they're entitled to.
in class action settlements distributed annually — the majority claimed by large institutional funds, not the individual investors your clients represent.
of eligible individual investor claims go unfiled — not because advisors don't care, but because the process is manual, fragmented, and unscalable.
Your clients held the stock. They were part of the class. The settlement is theirs by right.
But the claims process was built for institutions with dedicated legal teams — not for the advisor managing 200 client portfolios and trying to do right by each one.
Large mutual funds and hedge funds have had automated claims infrastructure for years. The result: they claim. Your clients don't.
archeota closes that gap. Same infrastructure. Built for RIAs.
Upload client transaction data or connect via API. archeota maps every client's holdings by security and period — automatically.
Our engine continuously monitors active class action settlements and matches them to your clients in real time. No research. No missed deadlines.
Always onYou or your client authorises the claim in one click.* archeota handles filing, documentation, and submission end to end.
* Full automation available — bypass authorisation entirely.
Track every claim across your book — pending, approved, paid — by firm, manager, or individual client. One unified dashboard.
Live dashboardExport audit-ready reports at any time. Every claim, every filing, every recovery — documented and ready for regulators and clients.
Every settlement. Every eligible client. Recovered automatically — without adding a single hour to your team's workload.
archeota is built for the way RIAs actually work — with full flexibility from advisor-directed to completely automatic.
archeota identifies all eligible settlements and prepares filing materials. Your team reviews and executes. archeota documents every step for compliance.
archeota identifies, matches, and prepares every claim. You review and approve before filing. Full oversight — none of the manual groundwork.
archeota identifies, files, tracks, and monitors — with zero action required from you or your team. Set it once. Recover continuously.
archeota is not a notification service. It is a full claims automation platform — purpose-built for advisors who cannot afford to leave recoverable assets on the table.
Continuous monitoring of active class action cases matched against your client holdings in real time. No manual research. No missed deadlines. No exceptions.
Fully automated, advisor-approved, or advisor-directed. You set the level. archeota executes, documents, and reports — in every mode.
Every action logged. Every filing documented. Every recovery tracked. One-click reports for regulators, clients, and internal compliance — always ready.
Monitor by firm, manager, or individual client. Know exactly what was recovered, for whom, and when — across your entire book in one unified view.
archeota is designed for licensed investment professionals managing individual client portfolios — the advisors most underserved by existing claims infrastructure.
archeota is currently available by application. Schedule a 20-minute walkthrough with our team and see exactly how much your clients may be leaving on the table.