Samir Kaji

Samir Kaji is the CEO and Co-Founder of Allocate, a platform that empowers investors to responsibly build and manage highly personalized private alternative portfolios. Samir specializes in helping family offices and wealth advisors navigate private market opportunities.

Level Up Your Portfolio: How to Build Your Core and Launch Your Satellites

The Core and Satellite portfolio strategy offers an actionable approach to balance stability with growth opportunities.

What the U.S. Election Means for Arta Members

Post-election, markets rally amid optimism around pro-growth policies but face potential fiscal headwinds. This article unpacks key market reactions and shares Arta’s strategies for resilient portfolios—learn how to position yourself for what’s next.

Ralph Hamers

Ralph Hamers, a true visionary in finance, led digital transformation at ING and UBS, witnessing firsthand how technology reshaped the industry. Now, as an advisor to Arta, he reveals how AI will redefine the future of personal finance for everyone.

How Private Equity Cash Flows Work

Discover how cash private equity flows work, including capital calls, what to expect over time, and distributions.

Ralph Hamers joins Arta as external advisor

We’re thrilled to announce that Ralph Hamers, former CEO of UBS and ING, has joined Arta Finance as an external advisor and angel investor.

Brett King

Brett King is a futurist, founder, and startup advisor. He is also a podcast host and best-selling author, world-renowned for his insights into the digital transformation of banking and financial services.

Millennial Millionaire: More than Half See Wealth as Key to Stability

Discover why more than half of millennials say they need to be millionaires to thrive in today's economy. Explore the challenges, strategies, and economic factors driving this financial shift, and how millennials are striving to reach millionaire status.

What EDBI’s investment means for Arta’s international plans

EDBI, the strategic investment arm of the Singapore Economic Development Board, has joined Arta Finance's growing list of global investors. As we expand globally, our focus remains clear: make wealth management accessible and impactful for more people.

How Does Tax Loss Harvesting Work?

Learn how tax-loss harvesting can turn investment losses into valuable tax savings. Discover the strategies to optimize your portfolio and reduce your tax bill. Read more on how to maximize your returns today.

What is Direct Indexing? How it works & why investors choose it

Discover what direct indexing is and how it allows you to customize your portfolio, reduce taxes, and maximize returns by holding individual stocks. Learn how this strategy offers greater control and tax efficiency compared to traditional ETFs.

Options Investing 101

Think of options as a form of insurance. Options are a type of financial derivative, which means their value is derived from the value of another asset, called the “underlying asset.”

Invest Like a Champion: Financial tips inspired by the Paris games 

Just as athletes navigate setbacks and strategically plan their way to success, investors also face financial challenges that call for resilience and careful long-term planning.

Maria Morris

Maria Morris retired as a key member of the executive group at MetLife in September 2017 after a series of senior roles that left a lasting impact on the company. Currently, she serves on the boards of S&P Global and Wells Fargo, where her leadership continues to shape the future of finance and corporate governance.

Market Brief: Making Sense of This Week’s Market Volatility

Emotions like fear and greed often lead to poor decisions, whether it’s chasing rising markets due to FOMO or panic-selling during a downturn. Stick with your long-term plan instead and if you don’t have one, this is a signal that you need to create one.

Chris and Natasha Find their Financial “Fit” with Arta

Discover how Arta Finance empowers professionals like Chris and Natasha W. with our digital family office. Hear about their story and how they unlocked diverse investments—from alternatives to private equity—to take control of their financial future.

When Your Money “Quiet Quits,” Put it Back to Work

Like an unhappy employee "quiet quitting"—showing up to work but putting in minimal effort–your idle cash is doing the same.

Rahul Roy-Chowdhury

Rahul Roy-Chowdhury is the CEO of Grammarly. Previously, he led Google's Privacy, Safety, and Security teams and managed product teams for Chrome. His career highlights include scaling Chrome to over a billion users and mentoring entrepreneurs and product leaders worldwide.

Private Placement Life Insurance: A Vehicle for Tax-Efficient Investing

Private placement life insurance can offer notable tax advantages, making it an attractive wealth preservation tool for those who qualify.

Wall Street Decoded: Clear Insights on Q1 and Future Trends

Arta's Head of Investment Advisory , Emmy Sakulrompochai, shares a market overview to help us all make sense of the current financial landscape.

Accelerating your “Done with Taxes Day”

Have you ever visualized the impact of taxes on when you actually start earning for yourself each year?

Member Milestone: $100M in Life Coverage for Loved Ones

We’re excited to announce that our members now have $100 million in life insurance coverage, offering protection for their loved ones and valuable tax-advantaged assets too.

Gokul Rajaram

Gokul Rajaram played a critical role in building Google AdSense and led the strategic acquisition of DoubleClick, reshaping the landscape of online advertising. He also led Facebook's ads platform before its rebranding to Meta, and held product leadership roles at Square and DoorDash. Gokul is a Partner at Firebolt Ventures. He serves on the boards of Coinbase, Pinterest, and The Trade Desk and is an angel investor with Arta Finance.

Navigating the World of Structured Products with Arta

Structured Products are unique investments that can be customized to fit what you're looking for when “off the shelf” just won’t do. And because they’re customized, they can be tailored to a range of investment objectives. Learn more in this overview.

Principal Protected Growth Is Back: Introducing Protect (April '24)

We’ve heard from many of our members that they want to protect against downside risk but still participate in potential market upside. That’s where our newest structured product, Protect (April 2024), comes in.

Brandon Bouier

Brandon is a founder and moderator of the Day 2 Investing community and authors its weekly Money Monday newsletter, reaching over 10,000 technology professionals with investing and personal finance insights. He hosts a bi-monthly AMA with his colleagues at Google, dedicated to the mission of sharing peer-to-peer financial insights and spreading grassroots financial literacy with those around him. Brandon is also a Manager at Google Cloud Consulting and an early member of Arta Finance.

"Tax-Savvy Investing" Webinar Series

We regularly host info sessions for anyone curious about Arta or already part of the family. It's your chance to pick the brains of our experts in real time during a live Q&A. No question is too big or too small, and everyone is welcome.

Navigating Tax Season with Arta: Ease Your Stress and Secure Your Future

Tax season is inevitable. And can be stressful! Arta is here to offer strategies to navigate this (taxing) period, and to set you up for a more prosperous and stress-free tax season in the future.

Women & Wealth: Celebrating Shared Knowledge

It has been our honor to listen to many women in our community share their financial stories— filled with achievements, obstacles, and lessons. Here, we share some of these insights, hoping to inspire broader conversations about money among women.

Diya Jolly

Diya Jolly is the Chief Product Officer of Xero. Previously, Diya was Okta's Chief Product Officer, steering the company's product roadmap and pioneering new innovations. She has a rich history at Google, where she served over seven years in leadership roles. Currently, Diya is on the board of directors for ServiceTitan and an advisor to Amplitude.

How to Set Up Your Mindset for Financial Success in 2024

With a new year comes new possibilities - and sometimes new stresses. Let’s optimize your mindset for financial success.

Tax Considerations To Keep In Mind For the 2024 Tax Season

As we embark on a new year, it's crucial to stay informed and prepared for the upcoming tax season. The 2024 tax year brings with it a host of considerations, both from the remnants of 2023 and the anticipation of changes in the year ahead. 

Karim Temsamani

Karim Temsamani is the CEO of Cardlytics, an advertising platform that delivers personalized offers to consumers within their banks' digital channels. Previously, Karim held leadership positions at Stripe, (head of global partnerships and later, head of financial products) and Google (President, Asia Pacific).

Cash Management Strategies

The new year is the prime time to craft resolutions that could put your finances on the right track. Here's three for your cash.

Shishir Mehrotra

Shishir Mehrotra is the CEO and Co-founder of Coda. Previously, he ran YouTube, overseeing product development, user experience and engineering. He’s also an active angel investor with early stakes in companies such as Spotify, Pinterest, and Instacart.

Thinking in Private Equity Investment Cycles: A Pragmatic Approach to Wealth Growth

When it comes to private equity, thinking about it with a 10-year investment window is more than just a timeframe – it's an opportunity. Here’s why.

Navigating the Game of Wealth: Your Life-Changing Liquidity Moment

Congratulations to Shohei Ohtani for achieving what can only be described as a monumental milestone in the world of sports: the biggest contract ever! It's a "liquidity moment." If you face such a moment, here are tips from Arta's experts.

Ryan Tabone

Ryan Tabone is an Alchemist, Advisor and Investor. Formerly, he was a key innovator in the development of products like Chromebook, G Suite, and Google Finance. He also served as Chief Product & Technology Officer at Lightspeed Commerce. His insights serve as a masterclass on following your gut instinct.

Tamar Yehoshua

Tamar’s journey is nothing short of remarkable - from leading roles at Amazon, Google, and Slack, to embracing the world of venture capitalism. This episode dives into the insights and experiences of a tech leader who has been at the forefront of innovation.

Sabrina Ellis

It's not every day you get a candid look behind the scenes of tech leadership, particularly from a voice as clear and resonant as Chief Product Officer of Pinterest, Sabrina Ellis. This conversation highlights the importance of consciously navigating our life's journey while maintaining a balance between personal values and professional aspirations.

Samita Malik

In this episode, Caesar interviews Samita Malik, whose childhood dreams, inspired by her mother's career, led her to forge a unique path. Samita discusses her decision to move to the U.S. for college, the cultural adjustments, and how these challenges inspired her to shape her life on her own terms.

An open invitation

Arta started 2 years ago with a mission to unlock the ‘financial superpowers’ of the ultra-wealthy. After a few quarters of being in invite-only mode, we are excited to open up to all accredited investors in the US.

Tapping into Market Gains Safely: Introducing Arta's Protected Growth

Structured investments combine a variety of different asset classes (most commonly corporate bonds and options) into a single investable product with predefined characteristics. We like to think of them as “pre-packaged” investment strategies.

Want to pick the brains of financial pros? Here’s how.

We get asked a lot of questions about "financial superpowers" that the ultra-wealthy use to grow and protect their money. Here are some of the most actionable Q&As we've received.

Why Digital Family Offices Are the Future for High-Earning Professionals

Achieving a high salary is often celebrated, but how many of us translate those earnings into long-lasting wealth? We talk about how a digital family office can help.

Private Equity: The Secret Weapon of the Ultra-Wealthy?

Private markets aren't just for institutional giants; they're a savvy investor's tool for diversification and risk-adjusted returns. Arta breaks down what is Private Equity, and how you can get started.

Arta's Most Frequently Asked Question - Why We Left Google

Why would a group of senior tech professionals decide to take the plunge and leave Google to start a new venture? We get that a lot. Here's the story.

Don't Just Insure, Invest: Introducing WealthGen – tax-efficient life insurance

To grow and transfer wealth tax-advantaged, the ultra-wealthy often use something called “permanent life insurance” to secure their future and build their legacy.  We're excited to announce WealthGen - permanent life insurance policies for Arta members.

Life Insurance 101: The more you have, the more you have to protect

As you advance in your career and accumulate wealth, your exposure to financial risks, potential losses, and higher taxes increases. Fortunately, that's where insurance comes in to help prevent, mitigate, and compensate for life’s uncertainties.

Arta Presents: Are you over-concentrated?

Many Arta members are over-concentrated because a major part of their compensation is in the form of employer stock. Learn how you can diversify, hedge, or reduce industry exposure to solve this.

Arta Presents: Level Up!

Explore 3 family office services Arta provides to help you level up your financial strategies: Line of Credit, Options Strategies, and Insurance.

The Power of Portfolio Diversification: A Key to Financial Success

Diversification is an essential strategy for managing financial risk. The idea is simple - spread your investments across various types of assets, sectors, and geographical regions.

Arta Talks: Your wealth-building questions, answered in real-time

Last month, we opened our virtual doors for a series of live info sessions with the Arta community. Lots of Arta-curious people got together with our leadership team to discuss a wide range of financial topics. All questions were welcomed!

Introducing Arta Waives: Share the wealth with your friends and family

Give and earn Waives to start investing with no Arta fees. New members get $100,000 in Waives.

High-Yield Cash Reserve: What you wish your savings account could be

Why put your cash in the bank when you can trust US Treasuries? To make it easier for more people to access this “financial superpower,” we’re introducing Arta's High-Yield Cash Reserve

How Arta unites deep tech and high finance to help safeguard your assets

From app authentication, data encryption, asset custody and beyond, Arta unites deep tech and high finance to help ensure security.

Arta Explains Private Equity

You may have heard about sensational leveraged buyouts boardroom battles and corporate takeovers but most private equity is simply owning private companies.

Accredited investors: who they are, and what they can do

Being an accredited investor simply means you’re financially stable enough to handle the risks of certain investments. Even though the bar is high, you may be surprised at who qualifies for accreditation status based on salary alone.

What are “Financial Superpowers”?

The current economic uncertainty is making you wonder if there’s more you can do to further optimize your finances. Your 401K and Roth IRA? Maxed out. Got into ETFs? Check. You’re ready to move on to the next level – but what is that next level, exactly

Private Investments 101

Investing in private markets has typically been a cornerstone strategy of the ultra-wealthy. With the help of modern tools (like Arta’s), this highly valuable asset class is available to investors like you.

Q&A with The Chainsmokers

The Chainsmokers are a Grammy-winning electronic music duo comprised of Alex Pall and Drew Taggart. They released their debut single in 2014 and have since shot to stardom with hits like “Roses,” “Don’t Let Me Down,” and “Closer.”