archeota automates class action settlement recovery for RIAs. Identify eligible claims, prepare submission packages, support filing workflows, and monitor recoveries across your client base — with advisor-controlled oversight and a complete audit trail.
in class action settlements tracked across the market.
of eligible investor recoveries are typically claimed.
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 teams — not for the advisor managing hundreds or thousands of client portfolios and trying to do right by each one.
Large mutual funds and hedge funds have had dedicated teams and established claims processes for years. The result: recoveries are pursued systematically for institutional assets, while many advisor-managed client accounts are left without a comparable process.
archeota closes that gap. Scalable automation built for RIAs.
archeota turns a fragmented claims process into a quiet, advisor-controlled operating workflow that scales across every eligible client — whether your team wants to review each step or keep recoveries running in the background.
Upload transaction files or connect approved data sources via API. archeota maps holdings by security, period, and account structure automatically.
archeota matches active settlements, prepares claim packages, and surfaces what matters for review when your workflow requires approval and oversight.
Configurable reviewarcheota prepares, submits, tracks, and documents claims through the workflow your firm chooses, with status visibility and record retention at every step.
Built for low-friction execution with advisor oversight, documentation, and review controls where needed.
Track every claim across your book — pending, approved, paid — by firm, advisor, household, or client account in one unified dashboard.
Live dashboardExport audit-ready reports at any time. Every claim action, submission record, recovery status, and supporting document is organized for internal review, client communication, and compliance documentation.
Eligible recoveries are pursued systematically across client accounts — without adding the same level of cost and overhead to your team’s workload.
archeota is designed to minimize exposure to personal information wherever possible while still supporting accurate claims recovery. Workflows are built around portfolio, position, and transaction-level processing rather than unnecessary client-profile visibility. Access, documentation, and reporting are structured to support advisor oversight and compliance review.
archeota is designed for regulated advisory environments, with controls that support review, recordkeeping, and operational accountability.
Review gates can be preserved where your process requires them.
Claim actions, submissions, status changes, and recoveries are recorded.
Generate records for internal oversight, client communication, and compliance review.
Teams see the information they need to act without expanding access unnecessarily.
archeota is built for the way RIAs actually work — with flexibility from advisor-directed workflows to highly automated recovery operations.
archeota identifies all eligible settlements and prepares filing materials. Your team reviews and ensures control of each milestone along the way.
archeota identifies, matches, and prepares claim packages for review. Your team approves before filing. Full oversight — without the same level of manual groundwork.
archeota identifies, prepares, tracks, and manages recoveries through a quiet back-office workflow designed to minimize operational drag while preserving advisor oversight where required.
archeota is a claims automation platform purpose-built for advisors who need a repeatable, documented way to pursue recoverable assets without adding unnecessary operational burden.
Continuous monitoring of active class action cases matched against client holdings in real time, helping reduce manual research and missed deadlines across the recovery workflow.
Advisor-directed, advisor-approved, or highly automated. You set the level of involvement. archeota supports execution, documentation, and reporting across each workflow mode.
Claim actions are logged, submission records are documented, and recoveries are tracked through exportable reports built for internal oversight, client communication, and compliance review.
Monitor activity by firm, advisor, household, or client account. Track what was recovered, for which accounts, and when — through one unified operating view.
archeota is designed for licensed investment professionals managing client portfolios in regulated advisory environments — particularly firms without institutional-scale claims infrastructure.
For advisors with a fiduciary duty to act in their clients’ best interests, recoverable settlement proceeds should not be left unclaimed simply because the process is operationally difficult.
Request a walkthrough to review the workflow, reporting, and controls in a real advisory context — and see how much recoverable value may be sitting unclaimed across client accounts.