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Arta Finance

Personalized investment strategies and fee-based services

Vice President of Product Management - B2B Wealth Platform

Full-TimeUpdated on 10/15/2026
No salary listed
Expert
Singapore
In Person
ProductTechnical Product Management

About the job

Requirements
  • 20+ years of experience across engineering, product management, and platform leadership roles, with demonstrated ownership of large-scale financial or technology platforms.
  • Proven ability to define product vision, influence executive stakeholders, and lead organizations through complex platform evolution.
  • Experience working with UI/UX teams and converting complex workflows into intuitive products.
  • Comfort working deeply with engineering teams on architecture, APIs, and platform design.
  • Ability to lead through influence across engineering, AI, operations, and partner teams.
  • Experience building product operating models and execution frameworks in high-growth environments.
  • Strong strategic judgment and willingness to dive into details when needed.
Responsibilities
  • Define the strategic direction for Arta’s institutional wealth platform and partner ecosystem, balancing long-term platform vision with near-term partner and market needs.
  • Identify emerging opportunities in wealth infrastructure, AI-enabled advisory, and institutional investing to shape next-generation platform capabilities.
  • Build scalable capabilities for investment products, portfolio analytics, and advisor tools, ensuring the platform supports multiple partners through modular APIs and services.
  • Design systems supporting portfolio construction and analytics, investment product distribution, portfolio reporting and performance tracking, trading and order workflows, and advisor and client dashboards.
  • Work closely with engineering and UI/UX teams to design scalable, reliable platform architecture.
  • Lead development of API-driven infrastructure used by partner institutions.
  • Ensure the platform integrates easily with partner systems such as digital banking apps, core banking systems, and wealth platforms.
  • Collaborate with engineers and AI researchers to design and ship complex technical products.
  • Translate business and partner needs into clear product specifications.
  • Provide strategic product leadership in architectural and platform design decisions, aligning technical investments with long-term business, scalability, and partner objectives.
  • Serve as a senior product leader and strategic counterpart to institutional partners, shaping joint platform initiatives, integration strategies, and long-term product evolution.
  • Balance partner customization with the long-term scalability of the platform.
  • Drive cross-functional execution across product, engineering, design, AI, and business teams to deliver scalable platform capabilities and institutional deployments.
  • Define success metrics and continuously improve platform performance and capabilities.
Desired Qualifications
  • Strong domain knowledge in wealth management, investment platforms, or financial infrastructure.
  • Experience building digital wealth platforms, portfolio management systems, investment data platforms, or fintech infrastructure products.

About the company

Arta Finance provides personalized investment services for individuals and institutions, charging fees for managing portfolios and executing trades. It offers tailored investment strategies designed to fit each client’s financial goals and tax situation, with an emphasis on independent investor evaluation and client decision-making. Unlike firms that push a single solution, Arta Finance focuses on a client-centric, fee-based model that partners with clients to navigate risk and tax considerations. Its goal is to help clients achieve their financial objectives through customized, transparent advisory and investment solutions while making clients responsible for final investment choices.

Company Size

51-200

Company Stage

Series A

Total Funding

$90M

Headquarters

Mountain View, California

Founded

2021

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Simplify's Take

What believers are saying

  • Arta launched globally August 2026 and now serves accredited investors worldwide.
  • 2026 awards for AI supplier and technology partner strengthen sales against incumbents.
  • Shariah-compliant portfolios and finance-professional tools broaden demand beyond core HNW users.

What critics are saying

  • Arta depends on partner banks like Wio; one failed rollout slows revenue.
  • New CEO Felix Lin, appointed March 3, 2026, absorbs execution risk during expansion.
  • A compliance mistake or AI suitability failure can trigger MAS scrutiny and kill distribution.

What makes Arta Finance unique

  • MAS-licensed Singapore platform lets Arta sell regulated wealth globally from one hub.
  • Arta AI agents analyze portfolios, research themes, and backtests inside governed workflows.
  • Wio Invest integration proves Arta can white-label wealth tooling for banks.

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Benefits

  • 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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

2%
Hubbis
Feb 17th, 2026
Arta Finance Appoints Felix Lin as CEO, Succeeding Co-Founder Caesar Sengupta

Arta Finance appoints Felix Lin as CEO, succeeding co-founder Caesar Sengupta. Arta Finance, an AI-driven wealth and fintech company founded by former Google executives and headquartered in Silicon Valley and Singapore, has appointed Felix Lin as its new CEO. Lin, previously the company's president and CFO, succeeds co-founder Caesar Sengupta. Lin brings extensive experience from his prior roles, including vice president of payments partnerships at Google and leadership positions as a serial founder and CEO. Under his leadership, Arta serves tens of thousands of members across more than 40 countries and is expanding globally through partnerships with financial institutions and digital banks such as Wio Invest and Bank of Singapore. Amanda Ong remains Singapore CEO and global head of partnerships. Arta is backed by prominent investors including Peak XV, Ribbit Capital, Coatue, and EDBI, along with notable industry leaders.

kamumedya
Jul 11th, 2025
Arta Finance raises $92M, CEO's tip

Caesar Sengupta, co-founder and CEO of Arta Finance, emphasizes meditation as a key strategy for entrepreneurs to navigate the volatile startup journey. Arta Finance, a fintech startup founded in 2021, has raised over $92 million and is backed by investors like Sundar Pichai, Sequoia Capital India, and Ribbit Capital. Sengupta highlights the importance of maintaining mental and physical health amidst the challenges of transitioning from a big company to a startup environment.

Hubbis
Jun 18th, 2025
Amanda Ong Appointed Singapore CEO of Arta Finance, Expands Role as Global Head of Partnerships

Arta Finance has announced the promotion of Amanda Ong to Singapore CEO, adding to her existing responsibilities as Global Head of Partnerships.

Yahoo Finance
Jun 3rd, 2025
5 Ways Trump’S Policies Could Reshape Investment Opportunities

Generally, when it comes to the stock market, the president can have a big impact on its ups and downs. However, this position of power is not the only factor, as consumer behavior, the Federal Reserve and global trade all have a strong influence over how your investments will perform. President Trump’s floundering and at times confusing tariff announcements do seem to have at least temporarily affected stocks negatively, but this is not necessarily a reason to panic as most investing experts still maintain that you should play the long game. Advertisement: High Yield Savings Offers Powered by Money.com - Yahoo may earn commission from the links above. Read Next: Mark Cuban: Trump’s Tariffs Will Affect This Class of People the Most Learn More: 5 Cities You Need To Consider If You're Retiring in 2025 To better understand how some of Trump’s policies could affect investment opportunities throughout the rest of 2025, GOBankingRates spoke with some financial experts for their predictions about what to expect in the months ahead. Samita Malik, head of insurance, tax and estate planning at Arta Finance, said the energy sector is one particularly worth watching now that Trump is back in the White House. “The energy sector, including fossil fuels, is poised to grow from favorable regulatory policies under the Trump administration, given recent indications from the Department of Energy about natural gas production,” Malik said

Hubbis
May 28th, 2025
Arta Introduces Shariah-Compliant Investment Portfolios

Digital wealth platform Arta Finance has introduced a new range of Shariah-compliant investment portfolios as part of its global offering.