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Industries
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$90M
Headquarters
Mountain View, California
Founded
2021
Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutions. The company focuses on creating personalized investment strategies that align with each client's financial goals and tax situations. Arta Finance generates revenue primarily through management and transaction fees for its investment services. A key aspect of its approach is encouraging clients to independently evaluate investment opportunities based on their own objectives and risk tolerance. While Arta Finance offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. The company also advises clients to consult tax professionals to consider the tax implications of their investment decisions.
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Total Funding
$90M
Above
Industry Average
Funded Over
1 Rounds
Industry standards
Health insurance
High deductible health plan available with HSA contribution
Complimentary one medical membership
20 weeks of parental leave
15 days PTO annually
National & company holidays
Arta Finance launches AI agents to transform wealth management.
Arta Finance, a global wealth management platform, has rolled out Arta AI, a suite of AI-powered agents specifically designed for portfolio analysis, investment planning, and financial insights critical for financial decision-making.
Arta Finance launches Arta AI: private wealth guided by AI.
Arta Finance (“Arta”), a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, has announced the launch of tailored features and use cases for finance professionals to manage their personal investments. With these features, Arta enables finance professionals to manage their personal wealth with the same sophistication they bring to high-net-worth clients and institutions.Finance professionals including advisors, analysts, portfolio managers and brokers face unique challenges in managing their personal investments, from strict compliance requirements to avoiding conflicts of interest. Arta addresses these challenges with tailored features that seamlessly align with their professional requirements. Discretionary accounts ensure investment decisions are managed on behalf of members, maintaining compliance by limiting direct involvement. Additionally, the platform’s custom index creator enables easy exclusion of restricted companies, while seamless reporting integration with systems like BNY Pershing streamlines compliance tracking.Finance professionals understand the importance of diversification, yet access to private market investments like private equity and venture capital has long been restricted by high capital requirements. Arta is changing that by making these high-growth opportunities more accessible, empowering professionals to expand beyond traditional investments
Chan joined Arta Finance as a founding member more than two years ago.
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Industries
Financial Services
Company Size
51-200
Company Stage
Series A
Total Funding
$90M
Headquarters
Mountain View, California
Founded
2021
Find jobs on Simplify and start your career today