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professionals from global companies use Arta

Your wealth platform

Access exclusive investment opportunities in private and public markets, curated on behalf of Arta members.

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Your cash deserves more than a savings account

Get more out of your cash with a low-risk savings vehicle that delivers market-leading yields.

  • Automated U.S. Treasuries portfolio optimizes for high yields and low risk

  • No U.S. state and local taxes

  • No lock-ups, no strings attached

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Your all-access pass to private markets

Improve your portfolio returns and diversify with access to elite fund managers.

  • Curated selection of top-tier fund managers, vetted by our seasoned investment team

  • Diversify across private equity, private credit, real estate, venture capital, and hedge funds

  • The same exclusive private funds for lower fees and minimums than most private banks

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It’s not what you earn, it’s what you keep

Enjoy tax savings on investments through a WealthGen insurance policy.

  • Invest in public and private markets

  • No capital gains tax

  • No estate tax when structured under a trust

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Curated Structured Investments

Access timely, bespoke products with tailored risk and reward profiles designed to perform in specific market conditions.

  • $25,000 investment minimum

  • Flat 0.5% annual fee

  • Invest in minutes

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Your first $100,000 invested is Arta fee-free

New Arta members enjoy zero Arta management fees on their first $100,000 for the life of the investment. Terms and conditions apply.

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WHAT THE WORLD IS SAYING

AWARDS

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2024

Forbes Fintech 50

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2023

Nasdaq Fintech Trailblazer

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2023

Real Simple Smart Money Awards

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2023

GGV Capital Fintech Innovation 50

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the latest from arta

What the U.S. Election Means for Arta Members
Perspectives

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
Podcast

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.

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

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.

Chris and Natasha Find their Financial “Fit” with Arta
Founding Members

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.

what our investors say

Eric Schmidt

Co-Founder, Schmidt Futures; Former CEO & Chairman, Google

“Combining advanced financial strategies with AI is the type of visionary thinking that brings about real step-function change. I am so impressed with what Arta has built by applying advanced AI and ML to investing strategies and look forward to seeing this fantastic team create tremendous value for so many people.”

Betsy Cohen

Chairman of Cohen Circle, Founder and Former CEO of The Bancorp

“Arta is harnessing the power of technology to benefit those who have been seeking wealth management but have never - until now - found the right platform. By making access easier, quicker, and more complete, Arta has responded to those customer needs. Driven by a first-class team with deep knowledge of tech, Arta is at the beginning of its exciting journey. I am eager to become a Member.”

Madhav Rajan

Dean of the University of Chicago Booth School of Business

“Very excited to see what the #Artasans are building. Adapting sophisticated financial research from academia (much of which originated at Chicago Booth) and applying advanced AI to make these concepts available to millions of users is both impressive and impactful. Looking forward to seeing how Arta transforms this space.”

Shailendra Singh

Managing Director at Sequoia Capital India

“Arta Finance has chosen a massive unsolved problem in the global fintech space. Caesar and team are uniquely accomplished in having built multiple cutting-edge products that are used by billions of internet users on the planet. It’s rare that a team with such achievements will join forces to startup. Similar to many other consumer fintech companies we have backed, this one also requires a more user-centric approach, a more delightful user experience and a more seamless and scalable platform than likely exists today. Team Sequoia India and I could not be more grateful to be a part of this journey and join forces with the dozens of ultra talented Artasans that are assembling to pursue a very inspiring mission.”

Micky Malka

Founder of Ribbit Capital

“What excites us about Arta is the depth of understanding of two critical lines. The first one is the complexity in financial services and the need to have more transparent access to the information that will allow you to make better decisions. Second, is the automation of it by using the best technology around. At Arta, we find the best of the two. They understand the consumer, they understand the pain, and they have the experience of working with the best technology. We're excited to see how they can influence and change how everyone thinks about their capital and assets.”

Michael Gilroy

General Partner at Coatue

“Arta's digital-forward approach stands to unlock new investment opportunities that have previously been out of grasp for millions of people. We see an opportunity to scale Arta's mission to help more people achieve their wealth goals.”

Uniting deep tech and high finance

Our team combines passion & experience to change the way people build their financial futures

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WEALTH PLATFORM

Overview

Private Investments

Public Markets

Cash Management

Structured Investments

Family Office Services

Direct Indexing

Wealthgen Insurance

Pricing

WHO IT'S FOR

Member Stories

PARTNER

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Get In Touch

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Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, Arta Finance Club which offers tax and estate planning educational services, and Arta Wealth Management Pte. Ltd. which is regulated by the Monetary Authority of Singapore (“MAS”) and provides licensed investment products and services in Singapore. Clearing and custody of all securities are provided by Pershing LLC. For additional legal and privacy related information related to Arta Finance, please visit https://artafinance.com/legal-privacy-terms. For additional disclosures related to Arta Finance, please visit https://artafinance.com/disclosures.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Testimonials and Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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