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Arca

Arca

AI-native wealth management with advisor-led services

Member of Corporate Development - M&A

Full-Time
$150k - $200k/yr

+ Equity

Junior, Mid
New York, NY, USA
In Person

Fully in-office in Flatiron, five days a week.

About the job

Requirements
  • At least 2 years of experience in private equity or corporate development with hands-on experience sourcing and evaluating acquisition targets.
  • Experience building financial models and performing valuation and analytical work.
  • Commercial judgment to interpret financial analysis in the context of a deal.
  • Ability to build relationships and earn trust with founders over time.
  • Ability to take ownership and complete work independently in an early-stage company.
  • Ability to work effectively in a small, collaborative, candid, and low-ego environment.
Responsibilities
  • Cultivate proprietary relationships with registered investment advisor founders and principals and build a pipeline of acquisition targets with approximately $500 million to $2 billion or more in assets under management.
  • Manage deals end to end, including outreach, qualification, valuation, diligence, structuring, and closing.
  • Build financial models and perform valuation work to shape deal terms and go/no-go decisions.
  • Coordinate diligence workstreams across finance, legal, compliance, and operations.
  • Develop and improve the company's acquisition sourcing and closing playbook as the company scales.
Desired Qualifications
  • Familiarity with the registered investment advisor or wealth management landscape.
  • Interest in artificial intelligence and rebuilding wealth management with it.

About the company

Arca is an AI-native wealth management firm that combines high-touch human advisory with purpose-built AI infrastructure to handle repetitive back-office work. This lets advisors spend more time on client relationships and financial planning. The company serves clients with personalized, advisor-led financial services and manages over $1 billion in client assets. Its platform pairs human expertise with AI tools to automate operations, account management, and reporting, delivering tailored investment strategies and financial plans. Arca differentiates itself by integrating a dedicated AI backend with traditional wealth management, enabling scalable, personalized service at a financial advisory level. The goal is to expand access to personalized wealth management by enhancing efficiency and client-focused advice through AI-driven workflows, while growing assets under management and deepening client relationships.

Company Size

11-50

Company Stage

Series A

Total Funding

$64M

Headquarters

New York City, New York

Founded

2025

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Simplify's Take

What believers are saying

  • June 2026 funding gave Arca $64 million to hire and expand nationally.
  • Arca's $1 billion assets under management validate demand for AI-assisted advisory services.
  • Board names like Bill McNabb and Jason Wenk improve recruiting and distribution credibility.

What critics are saying

  • Altruist custody concentration ties Arca's operations to one platform by year-end 2026.
  • Wealth management is crowded; Arca faces Farther, Wealthfront, Betterment, and Altruist.
  • Any SEC or custody failure destroys trust fast and can trigger client asset flight.

What makes Arca unique

  • June 2026 Arca launched with advisor-led AI and $1 billion client assets.
  • Rron Rexha, ex-Plaid product leader, built automation around human financial advisors.
  • General Catalyst, Index Ventures, and Venrock back Arca's wealth-tech model.

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Benefits

Remote Work Options

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Business Wire
Jun 26th, 2026
Arca Raises $64 Million to Revolutionize and Humanize Wealth Management at Scale

Arca, an AI-native wealth management company that brings personalized, advisor-led financial services, today exited stealth and announced it secured $64 mill...