Full-Time
Updated on 2/18/2025
Provides personalized investment strategies and services
$110k - $300kAnnually
Mid, Senior
No H1B Sponsorship
San Francisco, CA, USA + 1 more
More locations: New York, NY, USA
Currently based in the Bay Area (preferred) or New York. Arta does not offer relocation stipends.
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Arta Finance provides tailored investment solutions to a wide range of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial goals and tax situations of its clients. Arta Finance generates revenue primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. A key aspect of their approach is encouraging clients to independently evaluate investment opportunities based on their own objectives and risk tolerance, ensuring that clients remain in control of their investment decisions. While Arta Finance offers expert advice, it does not guarantee the success of its strategies, acknowledging the risks involved in investing. The company also stresses the importance of consulting with tax professionals to consider tax implications when making investment choices.
Company Size
51-200
Company Stage
Series A
Total Funding
$87.5M
Headquarters
Mountain View, California
Founded
2021
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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 (“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.
MOUNTAIN VIEW, Calif., Dec. 5, 2024 /PRNewswire/ -- Arta Finance ("Arta"), a digital wealth platform transforming the way people grow, protect, and enjoy their wealth, has today announced the appointment of Melissa-Ann Chan to the role of Chief Marketing Officer (CMO), to lead the company's global marketing and member engagement as it experiences exponential growth. This appointment comes as Arta continues its global expansion. Following a successful launch in the U.S. last year, where the platform onboarded thousands of clients and grew assets under management (AUM) to hundreds of millions of dollars, Arta recently extended its presence globally through its launch in Singapore. By targeting accredited investors in Singapore and those managing wealth through the City-State, Arta is solidifying its position as a global leader in digital wealth management
"Co-Axis is delighted to partner with Arta Finance to connect the global impact ecosystem and scale the support for solutions addressing urgent social and environmental challenges.
- Arta Finance se lanza a nivel mundial a través de Singapur, presenta Arta AI Copilot y anuncia Wealth-as-a-Service para bancosArta, con licencia MAS, se lanza en Singapur y a nivel internacional. Arta presenta Arta AI Copilot: una serie de experiencias mejoradas con IA en su plataforma de gestión de patrimonio. Arta anuncia asociaciones con Wio Invest, Google Cloud y Capco para su oferta de gestión de patrimonio como servicio para bancos e instituciones financieras a nivel mundial